How to link a receivable transaction to a project?
Is there a way to link a receivable transaction to a project so that we can keep track from account analysis?
I am attaching two Screenshots where I was testing a transaction:
1- From the miscellaneous --> context value: project information -->project number: DUPY467.
I am not sure if adding the project number here will truly include the AR invoice in the project financials or it's just a reference. if so how will I achieve it?
2- Accounting lines --> the project segment is not filled.
Thank you for your support!
Receivable invoices / projects