Currently, the Invoice Grouping option only works on SM Work Order Billings. There should be a toggle for this to work on Work Orders, Agreements, or Both. We have multiple customers that like their agreement billings all on one invoice as well.
Frank Koszak
| Company | ABM Franchising Group |
| Job Title / Role | Accounting Application Specialist |
| I need it... | 1 month |
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Perhaps this could be accomplished by permitting agreements to be linked together. In this way the 'master agreement' would drive the invoicing and pull data from all subsequent agreements together. We have similar needs for invoicing agreement work for customers.
Introducing a master agreement would all but eliminate extra admin setups on active agreements and there would be no need to modify a vast number of customers either. Users would create the master agreement and link the related agreements to it.
Comments from Frank Koszak from ABM:
I’m envisioning that there would be a toggle on the SM Service Site or SM Agreement to say include invoices for the same customer/site on one invoice.