Here it is possible to manually add or remove Work in Progress.
Whether Uniconta standard should post IGA or not is set up under project groups. Read more here.
Post IGA creates financial transactions based on project records.
The screen is blank when opened. You then choose whether to add or remove the IGA. In the example below, the Project group is set to automatically post IGA. Therefore, it will now be possible to remove IGA on all project items. Removing IGA will normally only need to be done if IGA is no longer needed in the company or if too much has been transferred to finance.
IGA can be removed and added as many times as needed.
If the Project Group is set to Manual posting of IGA, a Project Manager can select the items that can be transferred as IGA to Finance.
When an IGA is posted, all IGA items in finance are offset by a zero invoice or a final invoice. IGAs do not need to be removed manually.
When posting IGA to finance or removing IGA, only select items that do NOT have the project types "On-account invoicing", "Adjustment"* and "Revenue" and project types that are not invoiceable.
IGA can be removed and added as many times as needed.
If the Project Group is set to Manual posting of IGA, a Project Manager can select the items that can be transferred as IGA to Finance.
When an IGA is posted, all IGA items in finance are offset by a zero invoice or a final invoice. IGAs do not need to be removed manually.
When posting IGA to finance or removing IGA, only select items that do NOT have the project types "On-account invoicing", "Adjustment"* and "Revenue" and project types that are not invoiceable.
- NOTE: Adjustment items made in the project draft and not in connection with invoicing must have Posted IGA.