How do I associate companies to Invoices and Multi-Client Invoices?

Before generating invoices and multi-client invoices, the companies are associated with all the objects in the invoices and multi-client invoices, including the projects and clients. If the companies are not associated with the projects and clients, then the Default Company is automatically associated. Click here to view the article on setting up the Default Company.

During the invoice and multi-client invoice generation process, a company is selected to process the time, expense, and charge entries of only the projects that are associated with the selected company. However, when companies are associated at various levels, the company hierarchy rule is applied to define the projects included in the invoices and multi-client invoices.

The company hierarchy rule precedence order is: Project>Client>Default Company.

• If a selected company is not associated with a project, the system validates its client.
• If the client's company matches the selected company, then all projects associated with that client are included in the invoice and multi-client invoice.
• If no projects and clients are associated with the selected company, and if the selected company is the default company, then all projects associated with the default company are processed in the invoice and multi-client invoice.

Click here to view the article on associating Companies to Projects.

Click here to view the article on associating Companies to Clients.