Assign billing documents to a project

Moin Moin,

Since gFM-Business 5.0, documents from the billing module can be assigned to a project in two different ways:

• Assignment in project management, as usual under the corresponding tab
• Assignment directly in the invoice in the corresponding voucher module. To do this, simply click on the document ID at the top right, whereupon a small popover dialog opens. In the lower part of the popover dialog, click on the field for the project ID and select the project.

In both cases, the document is assigned to the corresponding project.

Delete the assignment from the billing document

If the assignment is to be removed again, this is also possible directly in the invoice since gFM-Business 5.0. To do this, simply press and hold [old]-button on the project ID, whereupon the assignment to the corresponding project is canceled.