Project Settings - Financial

You can access your Project Settings (with the appropriate permissions) from within your project by clicking the Project Settings sub-tab and then navigating to the General, Notifications, Schedule, or Financial tab.   

The Project General and Notification settings help article is available here.

The Project Schedule Settings help article is available here.

The Branch Settings Financial Defaults help article is here

The permissions required to see this tab are under Project - Manage Project Settings. You can then choose which project settings you wish the user to have access to. The options are no access, view-only, or full add/edit access.

Project Financial Settings

Invoices

Include Bill Attachments on Invoices - When enabled this will copy the attachments from the bills/credit notes to the client invoices/credit notes

Ready to convert Badges

When enabled, this will show the red ready to convert circle with the number of documents waiting to be converted into either Purchase Orders, Bills or Invoices. As this is a branch-level setting, you can either leave the default Branch setting as it is or choose to override this to either enable or disable for this project only. 

This is an example of the setting Enabled

This is an example of the setting Disabled

Bills

Total Cost Updated Quantity - When enabled, changing a Bill line item's Total Cost updates Quantity. When disabled, it updates Cost Price. 

Note: You would enable this when you want to remember pricing, not quantity, when entering a bill against a PO.