In this article, you will learn how to reassign an invoice to a different project, which is helpful if it has been mistakenly allocated to the wrong one.
Reallocate Invoice
Sometimes, due to an oversight or error, an invoice or cost may be allocated to the wrong project. Fortunately, Planyard makes it easy to transfer these costs to the correct project without any hassle.
To move a cost to the correct project, follow these steps:
- Go to the 'Files' tab of the project that currently contains the invoice or cost you want to reassign.
- Check the box next to the invoice or cost that needs to be moved.
- Click 'Move to inbox'.
- A pop-up window will appear. Use the drop-down menu to select the correct project.
- Click Save to confirm the change.
The invoice will now be moved to the new project and can be allocated correctly within its budget.