You can identify invoices that are not assigned to a project or cost center in two ways depending on your needs, either from the reports or from the invoice pages themselves.
First Method: From Reports
To check customer invoices on projects:
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Go to Reports
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Select Account Statement
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From the accounts, choose Debtors
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From the filter options, select Customers and choose the required customer
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All the customer’s invoices will be displayed, and you will see a column named Project
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If the column is empty, the invoice is not assigned to a project
To check supplier invoices on projects:
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Go to Reports
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Select Account Statement
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From the accounts, choose Creditors
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From the filter options, select Suppliers and choose the required supplier
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All the supplier’s invoices will be displayed, and you will see a column named Project
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If the column is empty, the invoice is not assigned to a project
To check invoices on cost centers:
There is no direct report showing them
You need to open the invoice manually and check if a cost center has been assigned or not
Second Method: From Invoice and Document Pages
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Go to:
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Sales invoices or
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Quotes or
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Creditor and debtor notices or
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Purchase orders or
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Purchase invoices
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From the filter options, in the Projects field select Undefined
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Documents that don’t have a project linked will be displayed for you
The system checks for the existence of the project at either the document level or in one of the line items
Data Export:
You can export the data manually and save it as a reference:
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From the report or invoices page, click on Export
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Save the file in Excel or PDF format
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Repeat the process for any report or section you need
