Create A Job Transfer for A Purchase Invoice

This FAQ will go over how to use the “Create Job Transfers” button on a purchase invoice. The is used for any bills for the job that didn’t have a PO created for it, such as trash collection.

The “Create Job Transfers” can be used from the pop up that is displayed when attempting to post a voucher that is not linked to a Purchase Order. It can also be found by clicking the “Job Transfers” button in the header on the purchase invoice.

Select the items to be added to the job transfer and click “Create Job Transfers”. It only gives this option for unlinked lines and does the same thing as the “Transfer All Unlinked” option on the job dashboard.

Click “Yes”.

The view related for that purchase invoice will then be displayed. Double click the job transfer to view it.