Link Trust tab to VPA tab select VPA items when paying suppliers, link back to VPA tab to mark item as paid and track overs/unders
when entering VPA supplier invoice payments in Trust Ledger, would be good to be able to select the VPA item as noted on the VPA tab. Then this item ticked as PAID on the VPA schedule and an over / under budget column created showing actual amount paid v amount in budget to track marketing shortfalls / surpluses. Currently using the notes section to write this but would be better to have a summary per VPA item that linked to the Trust tab. Would create a simple, efficient workflow as well
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Gayle
shared this idea
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Gayle
commented
linking tabs in the Trust module to allow for efficient workflows and reduce unnecessary double data entry across tabs