If you want to manage your Purchases related to your Company operations, as well as view and manage Purchases linked to ongoing Projects and track, if necessary, the client rebilling; this tutorial is made for you :)
Create a Purchase
Purchases Module > Button +
Here are the steps to follow:
Enter the title of the Purchase
Enter the date of the Purchase
Specify the Type of Purchase: Single, Monthly, Quarterly, Semi-Annual, or Annual
Indicate the Amount excluding VAT of the Purchase
Define the category you want to associate with this Purchase: Structure, Marketing, Sales, External Service, Miscellaneous... This dropdown list can be customized from the Administrator interface (section "Global Data Configuration" > tab "Global")
Validate the Payment term
Associate the Purchase with a Provider
You also have the opportunity, if needed, to add the invoice and any useful documents as attachments.
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Rebill a Purchase
Purchase > Purchase card > Information tab
If the Purchase is assigned to a Project, you can then rebill it to your Client by checking the box "Rebill to Client". The total to be rebilled is then automatically calculated by Boond and you can associate a profitability rate. If needed, it is possible to unlock the total to be rebilled and enter a desired amount.
If the Purchase is not assigned to a Project, the tool will not offer to rebill it. Follow this guide to Assign a Purchase to a Project