Invoice Distribution by Projects

Invoice Distribution by Projects

Do you need to assign purchase invoices to multiple projects based on a specific percentage or amount?

This module enhances Dolibarr's capabilities, allowing you to distribute an invoice across several projects precisely and flexibly. It's ideal for businesses managing complex projects with shared costs and seeking better financial traceability.

Key Features

1. Flexible Assignment from the Invoice

This module introduces a new green button, "Amount to Projects", directly within supplier invoices. From here, you can easily manage the allocation of amounts or percentages to one or more projects.

By clicking the button, an intuitive form appears, allowing you to divide the invoice amount. You can enter a percentage or an exact amount and assign it to the corresponding project.

2. Complete Integration with Projects

The module automatically updates the financial summary of the projects, displaying the amounts assigned from supplier invoices. This makes it easier to track costs associated with each project.

Benefits

• Financial Control Optimization: Improve precision when allocating costs to the correct projects.
• Greater Flexibility: Divide amounts according to your company's needs, whether by percentage or exact value.
• Clear Financial Visibility: Financial breakdowns are automatically reflected in projects, improving traceability.

Required Configuration

Before using the module, ensure that the option "In a third-party document, you can choose a project linked to another third party" is activated in the Projects module settings within Dolibarr.

Compatibility

• Supported versions: Compatible with Dolibarr 18 and later.
• Available languages: Spanish and English.

License and Support

• Technical Support: Includes 1 year of support for the module's functionality.
• License: Open under Dolibarr's terms.