Vendor Invoices

In PSA your vendors can proactively manage their own invoices. This reduces the work needed to submit and reconcile vendor invoices, and helps prevent duplicate invoicing.

To use vendor management, your operations users must set up vendor accounts, vendor portal operations users, and vendor resources, and then create vendor budgets on projects. Vendor resources can then log time and expenses against projects, and operations users can then review and approve them.

Vendor operations staff can log in through the partner portal and create invoices. Your operations staff can review, reconcile and approve the invoices created by the vendor operations staff.

You can update the status of an invoice and send the status to the vendor when required.

Invoice line item amounts are calculated from the cost fields on timecards and milestones, and from reimbursement amounts on expenses.

Notes:
  • Once you add an item to an invoice that item cannot be added to another invoice.
  • Invoices are approved at header level. You cannot approve parts of an invoice for payment.
  • Vendors can only submit an invoice in a single currency.
  • Vendors can submit a single invoice for a many projects, or a single project per invoice.
  • Vendors can submit a single invoice for line items that span budgets.

Accounting Integration

If you use FinancialForce Services Resource Planning (SRP), you can also create payable invoices and payable credit notes from vendor invoices. For more information, see Vendor Invoices to Payable Invoices or Credit Notes Integration.