Invoice Deletion upon Job Removal

Summary:

Automate the deletion of associated invoices in the account package when a job is deleted from the Portal.

Description:

• Currently, when a job is removed from the Portal, its corresponding invoice remains in the account package. This can lead to discrepancies and confusion in financial records.

• The proposal is to ensure that when a job is deleted, its attached invoice is also automatically removed from the account package, ensuring data consistency and reducing manual cleanup tasks.

Intended Outcome:

• Maintain data consistency between jobs and their associated invoices.

• Reduce manual interventions and potential errors by automating the invoice deletion process.

• Streamline financial record-keeping by ensuring only relevant invoices are retained in the account package.

How Will It Work?

• Upon the deletion of a job from the Portal, the system will trigger a check to identify any attached invoices.

• If an associated invoice is found, the system will automatically delete it from the account package.

• Users will receive a confirmation notification, ensuring transparency in the process.

Potential Considerations:

• Implement safeguards to prevent accidental deletions.

• Offer an option to restore deleted invoices within a specific timeframe, in case of errors or changes in decision.