entering invoice data for non parts purchases

​@KRobison 117d65b edmondschools Thank you for submitting your question to our community! 😄 

This is definitely something we can build with you! Have you ever looked at our Custom Fields KB Guide? 

This guide will help you build those custom fields. Once built, you will need to add the conditional filters for  Invoice Date, Number, Cost, Vendor and Who Purchased fields. Those conditional filters will need to be added based on what specific ticket type you want these fields to show up on! 

If you need any additional assistance or have more questions, let me know!  

Thank you so much Kathryn I will try this.

Hello, we too are just getting started with IIQ and we are wondering how to capture this data as well. In Asset Essentials there was a category to add a purchase cost. This purchase cost could be parts but more often than not it was contractor services that had been invoiced to us for repairs. Our district has a breakdown insurance policy where we can submit work order and invoice data for reimbursement for covered repairs. Is there a way to add this cost to a ticket that is neither our agent’s labor nor a part cost from our inventory?

Thank you!

Hi! ​@RCoffey 453d4fe waukeeschools Thank you for submitting your question to our community! 😄 

This may be something you could utilize the Fee Tracker application or custom fields for! 

Here is a KB article with more info on the Fee Tracker! 

I also see you are currently still in onboarding so I would highly suggest bringing this up to your implementation specialist during one of your meetings so you can work together to find the best workflow for your team! 

Best,