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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines the process to follow to complete a works order, including marking a works order as completed, storing the supplier invoice, entering/checking invoice details and posting the invoice to accounts.


1. Marking the works order as completed

Follow this process when the works order is complete and the supplier invoice has been received

From the works order screen:

  • Change the Status to Completed

    The Completed date will automatically be added as today's date, this can be changed

  • Click Post invoice to accounts 

  • When prompted, select whether to add the works order amounts to the invoice

    The Supplier Invoice screen will be displayed


2. Supplier invoice

Information from the works order will be pulled through to this screen

  • Check the information shown

  • Enter the Invoice Ref

  • Attach the supplier invoice via the Docs button - see 2a

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