Marathon Documentation - User contributions [en]

News:Changes to password requirements/en

2026-10-19T12:49:04Z

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{{News
|Changes to password requirements
|module=System
|group=Parameters
|version=546W2609
|revision=0
|case=CORE-8348
|published=2026-10-19
}}

<b>Changes to password requirements</b>

It is now possible for Marathon users to disable the requirement to change password after a set number of days.

To disable this, set the number in the parameter ''Days between password change'' to zero in System|Backoffice|System parameters, tab Authorisation.

This was previously only accessible for KASE Technologies' support desk.

Translations:News:Changes to password requirements/Page display title/en

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News:Changes to password requirements

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{{News
|Changes to password requirements
|module=System
|group=Parameters
|version=546W2609
|revision=0
|case=CORE-8348
|published=2026-10-19
}}

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<b>Changes to password requirements</b>

Translations:News:Changes to password requirements/3/en

2026-10-19T12:49:03Z

FuzzyBot: Importing a new version from external source

It is now possible for Marathon users to disable the requirement to change password after a set number of days.

Translations:News:Changes to password requirements/4/en

2026-10-19T12:49:03Z

FuzzyBot: Importing a new version from external source

To disable this, set the number in the parameter ''Days between password change'' to zero in System|Backoffice|System parameters, tab Authorisation.

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2026-10-19T12:49:03Z

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This was previously only accessible for KASE Technologies' support desk.

News:Changes to Change log for Users/en

2026-10-16T14:10:30Z

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{{News
|Changes to Change log for Users
|module=System
|group=Base registers
|version=546W2609
|revision=0
|case=CORE-8262
|published=2026-10-16
}}

<b>Changes to Change log for Users</b>

The marking on a user to show whether they were active or not was named ''Blocked'' up until 546W2604.

In 546W2604 we changed the checkbox to ''Active''.

We have now adapted the change log on Users to better correspond with the new name.

{{ExpandImage|System_users_change_log_true_false.png}}

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Translations:News:Changes to Change log for Users/Page display title/en

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News:Changes to Change log for Users

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{{News
|Changes to Change log for Users
|module=System
|group=Base registers
|version=546W2609
|revision=0
|case=CORE-8262
|published=2026-10-16
}}

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2026-10-16T14:10:29Z

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<b>Changes to Change log for Users</b>

Translations:News:Changes to Change log for Users/3/en

2026-10-16T14:10:29Z

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The marking on a user to show whether they were active or not was named ''Blocked'' up until 546W2604.

Translations:News:Changes to Change log for Users/4/en

2026-10-16T14:10:29Z

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In 546W2604 we changed the checkbox to ''Active''.

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2026-10-16T14:10:29Z

FuzzyBot: Importing a new version from external source

We have now adapted the change log on Users to better correspond with the new name.

News:Column for Client manager in Reconciliation/en

2026-10-16T14:01:09Z

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{{News
|Column for Client manager in Reconciliation
|module=Media
|group=Reconciliation
|version=546W2609
|revision=0
|case=CORE-8371
|published=2026-10-16
}}

<b>Column for Client manager in Reconciliation</b>

A new column has been added for Client manager in Reconciliation.

{{ExpandImage|med_reconciliation_client_manager.png}}

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|Column for Client manager in Reconciliation
|module=Media
|group=Reconciliation
|version=546W2609
|revision=0
|case=CORE-8371
|published=2026-10-16
}}

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<b>Column for Client manager in Reconciliation</b>

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A new column has been added for Client manager in Reconciliation.

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News:Column for Client manager in Reconciliation

News:Superior client manager column in Client invoices/en

2026-10-16T13:58:22Z

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{{News
|Superior client manager column in Client invoices
|module=Accounting
|group=Client invoices
|version=546W2609
|revision=0
|case=CORE-8333
|published=2026-10-16
}}

<b>Superior client manager column in Queries</b>

New columns for Superior client manager has been added to the list Client invoices in Accounting|Queries.

The columns display the Code and the Name.

{{ExpandImage|acc_client_invoices_client_manager_columns.png}}

Translations:News:Superior client manager column in Client invoices/Page display title/en

2026-10-16T13:58:21Z

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News:Superior client manager column in Client invoices

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FuzzyBot: Importing a new version from external source

{{News
|Superior client manager column in Client invoices
|module=Accounting
|group=Client invoices
|version=546W2609
|revision=0
|case=CORE-8333
|published=2026-10-16
}}

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2026-10-16T13:58:21Z

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<b>Superior client manager column in Queries</b>

Translations:News:Superior client manager column in Client invoices/3/en

2026-10-16T13:58:21Z

FuzzyBot: Importing a new version from external source

New columns for Superior client manager has been added to the list Client invoices in Accounting|Queries.

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2026-10-16T13:58:21Z

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The columns display the Code and the Name.

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Invoicing/da

2026-10-13T09:32:12Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

= Invoicing =
This section describes the various steps involved in project invoicing. Everything from preparations and adjustments to printing invoices for clients. Among other things, it explains how to create a pre-invoice or a collective invoice, an invoice in another currency, and how to reverse or credit an invoice. It also describes some of the most common parameters related to invoicing.

== Preparations ==
* Check that everyone has reported their hours in the list Reconciliation Time in Projects | Reports.
* Update Fees, Purchases and Other in Projects | Backoffice | Transactions, unless automatic update is enabled.

== Invoice text and content ==
An invoice consists of invoice text and invoice content. Content is the amounts from either WIP or pre-invoice that has been marked to be invoiced. The text and content must match in order for the invoice to be printed out.
The procedure for preparing an invoice varies slightly depending on the type of invoice and whether the invoice tab within the project is used. See separate sections below.

== Create invoice when invoice text exists ==
* Go to Projects | Invoicing, tab Invoices. There you can see invoices that have been started but not printed.
* Select an invoice and press Open.

{{ExpandImage|PRO-INV-EN-Bild1.png}}

== Select invoice content ==
* Go to tabs Fees, Purchases, Other and | or Pre-invoice, depending on what shall be invoiced.
* If needed, change Deepening. In Fees you can deepen on Employee, Category, Code or Period. Double click on a row to see details about it.
* Tick in the rows that you want to include in the invoice. The selected WIP amount will be moved to the column This inv.
* If not everything is to be invoiced, partial invoicing is possible by selecting one or more lines and pressing the Change amount button. Enter the amount to be invoiced. The remaining amount remains in WIP.

{{ExpandImage|PRO-INV-EN-Bild2.png}}

== Adjust the WIP ==
* An adjustment is an upward or downward write-down of the sales WIP to bring WIP levels in line with what is to be invoiced. There are two ways to make an adjustment: either from the Project tab using the New adjustment button, or from within an invoice.
* Click on the Adjust button on the invoice or on the New adjustment button in the project list.
* Go to the Fees, Purchases or Other tab, depending on what shall be adjusted.
* If needed, change Deepening. In Fees you can deepen on Employee, Category, Code or Period. Double click on a row to see details about it.
* Select the rows to be adjusted and press the Change amount button. When selecting more than one row, the adjustment will be made proportionally against WIP or Registered.
* Enter the amount (+ | -) that shall be adjusted, alternatively enter the amount that shall be remaining in the WIP field.
* By checking the box on the left, the entire row is adjusted to zero.
* To make a new adjustment without WIP or registered on the project, press New. Enter Employee, Code, Period and Amount.
* Write optional adjustment comment
* Enter accounting date and Save

{{ExpandImage|PRO-INV-EN-Bild3.png}}

== Columns in the adjustment view ==

{| class=mandeflist
|'''Registered'''
|The registered amount
|-
|'''Adjusted'''
|Total adjusted
|-
|'''WIP 1'''
|Everything registered and adjusted but not invoiced
|-
|'''Invoiced'''
|The invoiced amount
|-
|'''Not updat.'''
|Amount in created but not printed invoices
|-
|'''WIP 2'''
|Columns WIP 1 minus Not updated
|-
|'''Adjustment'''
|A new adjustment that hasn’t been saved
|}

== Print invoice ==

* When invoice content and text are ready, press Save to get to the Invoices tab.
* Select the invoice and press Printout. If you wat to print out several invoices, keep the Ctrl key pressed while selecting invoices.

{{ExpandImage|PRO-INV-EN-Bild4.png}}

{|class=mandeflist
|'''Test print'''
|You can print a test print to see how the invoice looks like
|-
|'''Inv. date'''
|Today’s date is suggested. If you print out several invoices, the invoice date of the previous invoice is suggested.
|-
|'''Due date'''
|Due date is fetched from the project’s terms of payments but can be changed.
|-
|'''Accounting date'''
|Today’s date is suggested. If you print out several invoices, the invoice date of the previous invoice is suggested.
|-
|'''General inv. text'''
|Field for optional text. If you print out several invoices, it will be printed on all of them.
|}

== Invoice distribution ==
When an invoice is printed without a test print, invoice distribution opens automatically. From there, invoices can be sent electronically, and attachments can be added to emails. Invoice distribution can be found under Accounting | Client invoices, the Invoice distribution tab.

{{ExpandImage|PRO-INV-EN-Bild15.png}}

{|class=mandeflist
|'''Show'''
|Invoice in Pdf format
|-
|'''Send'''
|Select one or several invoices and click Send
|-
|'''Cancel'''
|If an invoice not shall be sent
|-
|'''Change invoice'''
|You can change email address here, among other things
|-
|'''Attachments'''
|You can fetch attachments that shall be sent together with the invoice
|-
|'''Sent'''
|For email, this means that the invoice has been moved to Sending queue. For e-invoices, this means that the invoice has been sent and received confirmation from the receiving server.
|-
|'''Sending queue'''
|Status from the sending queue
|}

== Sending queue ==
When an invoice with email distribution has been sent from invoice distribution, it ends up in System | Sending queue.
The sending queue shows the status of the invoice and all previous transmissions, including payment reminders. Here you can see if something has gone wrong during the transmission. If, for example, the email address is incorrect, the invoice should be cancelled in the sending queue and corrected in the invoice distribution system, then sent again.

== Create invoice without invoice text ready ==
* Go to Projects | Invoicing. Find the project either from the Projects tab and press New invoice or from the Invoices tab, press New and search for the project there.
* Follow the instructions Select invoice content and Adjust WIP in this manual (page 2 and 3)
* Create an invoice text. Write an own text or use text suggestions. The suggestions are editable. You can add own rows, make subtotals and write new text and amounts.
* Use the Create text button to fetch the WIP on the project or to invoice from estimated or invoice content.

{{ExpandImage|PRO-INV-EN-Bild5.png}}

=== Invoice text suggestions ===

{|class=mandeflist
|'''Create text'''
|With the Create text button, a ready-made text and amount from the project budget can be used. You can also fetch amounts from the invoice content or amounts that are actuals in WIP.
|-
|'''Detail level'''
|You can select detail level of fees, purchases and other.
|-
|'''Subtotals'''
|Determine whether the amounts shall be subtotalled.
|-
|'''Import text'''
|If there is a previous invoice that is similar, you can import text from it and edit it to the current one.
|-
|'''Instruction '''
|The project manager can write instructions to Backoffice regarding the invoice. The instructions are shown in the analysis view, but not in the invoice to the client.
|}

== Excess invoicing ==
Excess invoicing is only available if it has been set in the parameters. It is used for invoicing purchases, where the purchase invoice for it hasn’t come yet.
* Enter excess invoicing code, if it’s not shown as default, and amount to invoice.
* It is possible to both excess invoice and invoice from existing WIP on the same invoice.
* The excess invoiced amount is shown as a minus WIP on the project, until it is settled.
* The settlement is made by creating an invoice with content, where the excess invoiced amount is cleared against a real WIP .

{{ExpandImage|PRO-INV-EN-Bild6.png}}

== Pre-invoice ==
* Go to the Pre-invoice tab.
* Enter the amount to be invoiced in the This inv. field. If the parameter is set to separate fees, purchases and other, they will be divided. The division can be shown in reports.
* It is possible to pre-invoice and use amount from WIP in one invoice

{{ExpandImage|PRO-INV-EN-Bild7.png}}

=== Pre-invoice deduction ===
* Go to the Pre-invoice tab.
* Enter the amount to be deducted in the Deduction field. Use the Deduct all button if you want to deduct the whole amount.
* Under the tabs Fee, Purchases and Other, you can specify what the pre-invoice should be deducted against using the same procedure as when creating a regular invoice.

== Collective invoice ==
Collective invoicing means that several projects are invoiced in one invoice. The requirements are:
* Same client code
* Same client number
* Same invoicing currency
* Parameter Allow collective invoicing is activated
There are two ways to create collective invoices. Either the invoice is created from scratch, or separate invoices are created for each project and then merged.

=== Create collective invoice from scratch ===
* Begin with adjusting possible WIP amounts in the projects. The projects must be adjusted before they are merged to a collective invoice.
* Go to one of the invoices, to the Collective invoice tab and tick the Collective invoice field.
* Fetch all other projects that shall be included in the merge, also the one you are creating the invoice in.
* The Fees, Purchases and Other tabs now show the WIP of all included projects. You can enter the amount that shall be invoiced.
* Select deepening: Project to see the invoice content of each project.

{{ExpandImage|PRO-INV-EN-Bild8.png}}

=== Create collective invoice by merging invoices ===
* Prepare the invoices with text and content on each project
* If you use excess invoicing or if invoice text exists, use the Merge button.
* When all invoices are prepared, select them and use the Merge button.
* Select the project to which the invoices should be merged.
* In the Text tab, a section has now been created for each project, with the project code and name as the heading for each section.

== Invoices in foreign currency ==
* Make sure that the currency rate is up to date in the currency register.
* The invoice currency setting is in Projects | Backoffice | Base registers |Clients and projects, in the Invoicing tab on the project.
* Only the invoice text can have foreign currency. The invoice content is always in your company’s base currency. Marathon recalculates the amounts according to today’s rate.
* The invoice shows the amounts in different currencies depending on the tab. The text tab shows the amounts in the summary table in the upper right corner in the invoice currency.

{{ExpandImage|PRO-INV-EN-Bild9.png}}

In the tabs Fees, Purchase and Other or Pre-invoice, all amounts, including the text, are converted to the base currency.
Since the currency rate can vary from one day to another, a minor discrepancy is allowed. Enter allowed discrepancy percentage in Projects | Backoffice | Base registers | Parameters, Invoicing tab, field “Max. currency discr on foreign invoice text”.
The invoice list shows amount in base currency and invoicing currency.

== Parameters on the invoice ==

{{ExpandImage|PRO-INV-EN-Bild10.png}}

{|class=mandeflist
|'''Credits'''
|Reference for credit invoices. Enter number of the invoice that this one credits.
|-
|'''Invoice client'''
|If the invoice is to have a different billing address than the one listed on the project, you can enter an invoicing client here.
Register an invoice client in Projects | Backoffice | Base registers, Invoice clients. It will be assigned a client number in the sales ledger. You can enter the invoice client number both here and on the project.
|-
|'''Period'''
|If the revenue shall be periodically allocated (accrued). Account for periodical allocations mut be stated Projects | Backoffice | Base registers | Parameters, Invoicing tab.
|-
|'''Invoicing fee'''
|Tick the box if an invoicing fee applies to this invoice. This requires an Other-code, which is set in Projects | Backoffice | Base registers| Other-codes. The code must also be specified in the project.
|-
|'''Reference number'''
|The reference number is always fetched from the project, but you can change it here for a single invoice.
|}

== Reprint invoice ==
If you need to reprint an invoice, go to Printed Invoices tab and print out again.

== Credit or reverse invoice ==
Invoices are credited in full under the Printed Invoices tab.
* Go to the Printed Invoices tab.
* Find the invoice and press the Reverse button.
* A new invoice is created, similar to the original but as a credit note.

{{ExpandImage|PRO-INV-EN-Bild11.png}}

=== Credit or reverse part of invoice ===
The easiest way is to reverse the invoice in its entirety and create a new invoice with the correct amount.
It is possible to make a negative adjustment to the amount to be credited.
* Make a new adjustment and enter employee code, the job code that shall be credited, period for the actual time and negative amount.
* After the adjustment has been made, the project has a negative entry that can be invoiced.
* After the invoice has been printed, the amount can be adjusted back and will then be in the project’s WIP.

== Invoice client ==
If a project is to be invoiced to a different billing address, an invoice client must be used. T will be assigned its own client number in the sales ledger.
Register Invoice client in in Projects | Backoffice | Base registers, Invoice clients. You can use Invoice client in two ways.
# All the project’s invoices
* If the project always shall be invoiced to a different billing address, the invoice client should be connected to the project.
* Connect the invoice client in the project in Projects | Backoffice | Base registers | Clients and projects, in the Contacts tab, field Client no.
* You get access to the Clien no. field when the synchronisation between client and project is off. Turn it off in the Parameters 2 tab.
# Single invoice
* If a specific invoice has a different billing address, enter the Invoice client in the invoice, Parameters tab, field Invoice client.

== Delimit WIP ==
It is possible to delimit the WIP so that nothing from later periods is included. The delimitation is based on the accounting date and not the execution date. Pre-invoiced will not be included. Activate delimitation in Projects | Backoffice | Base registers, Parameters, the Invoicing tab.

{{ExpandImage|PRO-INV-EN-Bild12.png}}

== Details Fees ==
In the Details Fees tab an invoice specification is made regarding fees, with comments from the time report. This will automatically be sent with the invoice in the same Pdf.
The function requires a setting in Projects | Backoffice | Base registers, Parameters, Invoicing tab. Also, you need a special print template. Then you see the Details Fee tab in the invoice.

{{ExpandImage|PRO-INV-EN-Bild13.png}}

You can use Details fees in two ways.
# Fetch time reports According to content
According to content means letting the system try to fetch the transactions selected under the Fees tab. If there has been adjustments or time corrections, the invoice specification might not be accurate. In that case an error message is shown.
All fields are editable and there is no requirements that the specification should have the same amounts as the invoice content.

#Fetch time reports Period
This method fetches all transactions during a selected period regardless of whether entries have been invoiced or not.
Approval of project invoices
The setting for this function is in Projects | Backoffice | Base registers, Parameters under the Invoicing tab. Tick the Approval box.
Authorisations for approval is set in the authorisation matrix under Project accounting | Client and project | Invoices to approve.
Not all invoices need approval; invoices marked with “Not to be sent “, credit notes and zero invoices are not shown in the list.
Project managers approve in Projects | Projects, Approval tab. They can only see external invoices that belong to their group in the tab.
The accounting department can approve in Projects | Invoicing, in the Invoicing tab.

== Zero invoicing ==
Zero invoicing should be done once in a month. It is on Projects | Invoicing, Zero invoicing tab.
The reason is that adjusted entries with only a purchase price WIP left are invoiced. This affects the WIP list and invoicing statistics for purchase price.
If you use a balance sheet account for purchases, the zero invoicing posts the cost for purchases with purchase price WIP 0.
Zero invoices are not sent to clients, but it is important for statistics and for the accounting that you use correct invoicing- and accounting dates.
It is not possible to select certain projects for zero invoicing which makes it difficult to select a date in the past. Example: If there are purchases registered in July, that have been adjusted down and the zero invoicing is done with accounting date in June, the cost of the purchase in July will be booked before the purchase actually existed.

'''Invoice zero entries on active projects'''
This concerns entries with 0 in sales price WIP.
Example: A purchase is registered with a purchase price of 10 000 and has a sales price of 12 000. The WIP 12 000 is adjusted down, and the purchase price is still 10 000.
When zero invoicing, this purchase price entry will have status invoiced and is no longer in the WIP list. If balance sheet for purchases is used, the invoicing makes the cost posting.

{{ExpandImage|PRO-INV-EN-Bild14.png}}

'''Invoice active projects with sales price WIP = 0'''
The project will be zero invoiced if the total sales price WIP is 0.
Example: There is 10 000 in WIP, fees.
There is - 10 000 in WIP, purchases.
If you select “Invoice active projects with sales price WIP = 0”, the invoice will be zero invoiced. The fee will be posted as revenue and the purchase as cost, provided that a balance sheet account for purchases is used.
The same applies if there is positive WIP on a purchase code and a negative WIP on another, but the total purchase WIP is 0.
Select project type on all the projects that shall be zero invoiced. All should be selected.
You can choose group, if only one group shall be zero invoiced. Normally the company uses shared project accounting
The invoice number for zero invoices will either be one in the ordinary invoice number series or a deviating number series, depending on settings in the parameters.

== Account information on invoices ==
In System | Base registers | Company-specific parameters, on the E-documents tab, company details and account details can be entered and used unless otherwise specified in the invoice template.fdcxs

{{ExpandImage|PRO-INV-EN-Bild15.png}}

== Manage account information by currency ==
It is possible to specify account details on outgoing invoices based on the invoice currency by entering the bank account details in Accounting | back office | Base registers, on the Sales ledger tab. This works for both e-invoices and PDF invoices.
The account details specified for the currency account in the register will be used on the invoices if the Use for outgoing invoices tick box is ticked.

{{ExpandImage|PRO-INV-EN-Bild16.png}}

NB! The print template may need to be updated.
[[Category: Manuals]]
[[Category: Projects]]
[[Category: PRO-INV-EN]]

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= Fakturering =
Här beskrivs olika moment för projektfakturering. Allt från förberedelser och justeringar till utskrift av faktura till kund. Här förklaras bland annat hur en acontofaktura eller samlingsfaktura görs, en faktura i annan valuta och hur en faktura vänds eller krediteras. Dessutom beskrivs några av de vanligaste parametrarna som rör fakturering.

== Förberedelser ==
* Kontrollera att alla har tidrapporterat i listan Avprickning tid under Projekt | Rapporter.
* Uppdatera Arvode, Inköp och Övrigt i Projekt | Backoffice | Transaktioner om inte automatisk uppdatering är påslagen.

== Fakturatext och omfattning ==
En faktura består av fakturatext och omfattning. Omfattning är det belopp från lager eller aconto som är markerat att faktureras. Fakturatext och omfattning måste stämma överens för att fakturan ska kunna skrivas ut.
Tillvägagångssättet att göra i ordning en faktura ser lite olika ut beroende på vilken typ av faktura som avses och om fakturafliken inne på projektet används eller inte, se separata avsnitt nedan

== Skapa faktura där fakturatext finns ==
* Gå till Projekt | Fakturering, fliken Fakturor. Där visas påbörjade men inte utskrivna fakturor.
* Markera en faktura och välj Öppna.

{{ExpandImage|PRO-INV-SV-Bild1.png}}

== Välj omfattning ==
* Gå till fliken Arvode, Inköp, Övrigt och A-conto beroende på vad som ska faktureras.
* Ändra vid behov Fördjupning: För arvode finns Medarbetare, Kategori, Kod eller Period. Dubbelklicka på en rad för att se detaljer för just den raden.
* Kryssa i de rader som ska ingå i fakturan. Det valda lagerbeloppet flyttas då till kolumnen Denna fakt.
* Om inte allt ska faktureras så går det att delfakturera genom att markera en eller flera rader och trycka på knappen Ändra belopp. Fyll i det belopp som ska faktureras. Återstående belopp ligger kvar i lager

{{ExpandImage|PRO-INV-SV-Bild2.png}}

== Justera lagret ==
En justering är en upp- eller nedskrivning av utprislagret för att få lagernivåerna att stämma med det som ska faktureras. Det finns två ingångar till justering, antingen från fliken Projekt med knappen Ny justering alternativt inne på en faktura.
* Klicka på knappen Justera inne på fakturan eller på knappen Ny justering i projektlistan.
* Gå till fliken Arvode, Inköp eller Övrigt beroende på vad som ska justeras.
* Ändra vid behov Fördjupning: Medarbetare, Kategori, Kod eller Period. Dubbelklicka på en rad för mer detaljer för just den raden.
* Markera raderna som ska justeras och klicka på knappen Ändra belopp. Om flera rader markeras så görs en proportionell justering mot lager eller registrerat.
* Ange det belopp (+ | -) som ska justeras alternativt fyll i det belopp som ska bli kvar i rutan Lager.
* Genom att sätta ett kryss i rutan till vänster så justeras hela raden till noll.
* Ny justering utan lager eller registrerat på projektet görs med knappen Ny. Fyll i Medarbetare, Kod, Period och Belopp.
* Fyll i eventuell justeringskommentar
* Ange bokföringsdatum och Spara

{{ExpandImage|PRO-INV-SV-Bild3.png}}

== Kolumner i justeringsvyn ==

{| class=mandeflist
|'''Registrerat'''
|Beloppet som registrerats in
|-
|'''Justerat'''
|Totalt justerat
|-
|'''lager 1'''
|Allt som registrerats och justerats men inte fakturerats
|-
|'''Fakturerat'''
|Det fakturerade beloppet
|-
|'''Ej uppdat.'''
|Belopp som finns med i skapade men inte utskrivna fakturor
|-
|'''Lager 2'''
|Kolumnerna Lager 1 minus Ej Uppdaterat
|-
|'''Justering'''
|En ny justering som inte sparats
|}

== Utskrift faktura ==

* När omfattning och text är färdigställda väljs Spara för att komma till fliken Fakturor.
* Markera fakturan och klicka på Utskrift. Flera fakturor kan markeras (med hjälp av Ctrl-tangenten) och skrivas ut samtidigt.

{{ExpandImage|PRO-INV-SV-Bild4.png}}

{|class=mandeflist
|'''Provutskrift'''
|Gör en provutskrift och kontrollera fakturan
|-
|'''Fakt. datum'''
|Dagens datum föreslås. Föregående fakturas datum föreslås om flera fakturor skrivs ut efter varandra.of the previous invoice is suggested.
|-
|'''Förf. datum'''
|Hämtas från projektets betalningsvillkor och kan skrivas över
|-
|'''Bokföringsdatume'''
|Dagens datum föreslås. Föregående fakturas datum föreslås om flera fakturor skrivs ut efter varandra.
|-
|'''Allmän fakturatext'''
|Här kan en textsträng fyllas i. Om flera fakturor skrivs ut samtidigt används denna text på samtliga fakturor.
|}

== Fakturadistribution ==
När en faktura skrivs ut utan provutskrift öppnas automatiskt fakturadistributionen. Därifrån kan bla fakturor skickas elektroniskt och bilagor kan bifogas med e-post. Fakturadistributionen finns under Ekonomi |Kundfakturor, fliken Fakturadistribution.

{{ExpandImage|PRO-INV-SV-Bild15.png}}

{|class=mandeflist
|'''Visa'''
|Pdf av fakturan
|-
|'''Skicka'''
|Markera en eller flera fakturor och klicka på Skicka
|-
|'''Stoppa'''
|Om en faktura inte ska skickas
|-
|'''Ändra faktura'''
|Bland annat e-postadress kan ändras här
|-
|'''Bilagor'''
|Bilagor kan hämtas in som ska skickas tillsammans med fakturan
|-
|'''Skickat'''
|FBetyder för e-post att fakturan har flyttats till Sändkö. För e-fakturor betyder det att fakturan har skickats och fått en bekräftelse från mottagande server.
|-
|'''Sändkö'''
|Status från Sändkön
|}

== Sändkö ==
När en faktura med distributionssätt e-post har skickats från fakturadistributionen så hamnar den i System | Sändkö.
I sändkön visas fakturans status och alla tidigare sändningar, även tex betalningspåminnelser. Här syns om något har gått fel vid sändningen. Om tex e-postadressen är fel så bör fakturan stoppas i sändkön och fakturan korrigeras i fakturadistributionen och där skickas på nytt.

== Skapa faktura utan färdig fakturatext ==
* Gå till Projekt | Fakturering. Sök antingen fram projektet under fliken Projekt och välj Ny faktura eller gå till fliken Fakturor och välj Ny och sök fram projektet där
* Följ beskrivning Välj omfattning samt Justera lager ovan.
* Skapa en fakturatext. Fyll antingen i egen text och belopp eller använd ett textförslag. Textförslaget kan ändras. Egna rader kan läggas till, delsummeringar kan göras och en ny text och belopp kan skrivas i.
* Klicka på knappen Skapa text för att fånga upp det lager som finns på projektet eller för att fakturera från budget eller omfattning.

{{ExpandImage|PRO-INV-SV-Bild5.png}}

=== Fakturatextförslag ===

{|class=mandeflist
|'''Skapa text'''
|Med knappen Skapa text kan en färdig text och belopp från projektbudgeten användas, belopp från omfattningen eller belopp som är upparbetade och ligger i lager hämtas.
|-
|'''Detaljeringsnivå'''
|Här väljs hur detaljerad fakturan ska vara gällande arvode, inköp och övrigt.
|-
|'''Delsummor'''
|Här bestäms om beloppen ska delsummeras.
|-
|'''Hämta text'''
|Om fakturan ska vara lik en tidigare faktura kan text från gammal faktura hämtas och därefter korrigeras.
|-
|'''Anvisning '''
|En anvisning kan skrivas av projektledaren för att beskriva för Backoffice vad fakturan avser. Anvisningen visas i analysbilden inne på projektet och syns inte på fakturan till kund.
|}

== Förfaktureringg ==
Förfakturering är enbart synlig och kan användas om det är inställt i parametrarna. Förfakturering görs vanligtvis för att fakturera inköp som det inte har inkommit leverantörsfaktura på.
* Ange förfaktureringskod om den inte är förinställd och belopp att fakturera.
* Det går att både förfakturera och fakturera från befintligt lager på en och samma faktura.
* Det förfakturerade beloppet visas som ett minuslager på projektet fram tills det räknas av.
* Avräkning av förfakturerat belopp görs genom att skapa en faktura med omfattning där det förfakturerade beloppet kvittas mot ett verkligt lager.

{{ExpandImage|PRO-INV-SV-Bild6.png}}

== Acontofaktura ==
* Gå till fliken Aconto.
* Fyll i det belopp som ska faktureras i fältet Denna fakt. Om aconto uppdelat på arvode, inköp och övrigt är inställt i parametrarna delas det upp. Uppdelningen kan visas i rapporter.
* Aconto kan faktureras tillsammans med belopp ur lager i en och samma faktura.

{{ExpandImage|PRO-INV-SV-Bild7.png}}

=== Acontoavräkning ===
* Gå till fliken A-conto
* Fyll i det belopp i som ska avräknas i fältet Avräkning. Om allt ska avräknas kan knappen Avräkna allt användas.
* Under flikarna Arvode, Inköp och Övrigt anges vad acontot ska avräknas mot med samma tillvägagångssätt som när en vanlig faktura skapas.

== Samlingsfaktura ==
Samlingsfakturering innebär att flera projekt faktureras i en och samma faktura. För att det ska fungera krävs att projekten har:
* Samma kundkod
* Samma kundnummer
* Samma faktureringsvaluta
* Kryss vid Tillåt samlingsfakturering
Det finns två sätt att skapa en samlingsfaktura. Antingen görs fakturan från grunden eller så skapas separata fakturor på projekten som sedan slås ihop.

=== Skapa samlingsfaktura från grunden ===
* Börja med att göra eventuella justering av lagerbelopp på de i samlingsfakturan ingående projekten. Projekten måste justeras innan de läggs in som samlingsfaktura.
* Gå in på ett av projekten som ska ingå i samlingsfakturan och kryssa i Samlingsfaktura under fliken Samlingsfaktura.
* Hämta upp alla projekt som ska ingå i fakturan, inklusive projektet där samlingsfakturan skapas.
* I flikarna Arvode, Inköp och Övrigt visas nu alla ingående projekts lager, och det belopp som ska faktureras kan anges.
* Kryssa i fördjupning Projekt för att se de olika projektens omfattning.

{{ExpandImage|PRO-INV-SV-Bild8.png}}

=== Skapa samlingsfaktura genom att slå ihop fakturor ===
* Ställ i ordning fakturorna med text och omfattning på respektive projekt
* Slå ihop används med fördel när förfakturering är påslagen eller när en fakturatext finns.
* När fakturorna är färdigställda markeras de, och knappen Slå ihop används.
* Ange vilket projekt som fakturorna ska slås ihop till.
* I fliken Text har nu en sektion per projekt skapats, med projektkod och benämning som rubrik för varje sektion.

== Fakturor i utländsk valuta ==
* Se till att valutakursen är aktuell i valutaregistret.
* Fakturavalutan ställs in i fliken Fakturering på projektet i Basregister.
* På fakturan är det endast texten som anges i utländsk valuta. Omfattningen är alltid i företagets basvaluta. Marathon omräknar belopp utefter dagens valutakurs.
* Inne på fakturan visas beloppen i olika valutor beroende på flik. I textfliken visas beloppen i summatabellen uppe i högra hörnet i fakturavalutan.

{{ExpandImage|PRO-INV-SV-Bild9.png}}

I flikarna Arvode, Inköp och Övrigt eller Aconto räknas alla belopp, inklusive texten om till basvalutan.
* En mindre differens tillåts mellan omfattning och text i utländsk valuta då valutakursen kan ändras dag till dag. Hur stor differens som tillåts ställs in vid Max valutadiff på utl. Fakturor i fliken fakturering i projektredovisningsparametrarna.
* I fakturalistan visas beloppen i basvaluta och faktureringsvaluta.

== Parameters on the invoice ==

{{ExpandImage|PRO-INV-SV-Bild10.png}}

{|class=mandeflist
|'''Krediterar'''
|Här kan fakturanumret vid en kreditfaktura skrivas som hänvisning på fakturan.
|-
|'''Fakturakund'''
|Om fakturan ska ha en annan faktureringsadress än den som finns på projektet så kan en fakturakund fyllas i.
Fakturakunder registreras i projektredovisningens basregister och blir ett eget kundnummer i kundreskontran. Kan anges både här och inne på projektet.
|-
|'''Period'''
| Om intäkten ska periodiseras. Periodiseringskonto måste finnas ifyllt i projektredovisningens parametrar under fliken Fakturering.
|-
|'''Faktureringsavgift'''
|Om en övrigtkod för faktureringsavgift finns inställt i projektparametrarna och på projektet kryssas faktureringsavgift i om det ska gälla fakturan
|-
|'''Referensnummer'''
|Referensnummer hämtas från projektet men kan ändras här för en enskild faktura.
|}

== Omutskrift faktura ==
Omutskrift av fakturor kan göras under fliken Utskrivna fakturor.

== Kreditera eller vänd faktura ==
Fakturor krediteras i sin helhet under fliken Utskrivna fakturor.
* Gå till fliken Utskrivna fakturor.
* Sök upp fakturan och klicka på knappen Vänd.
* En ny faktura, likadan som den ursprungliga men i kredit skapas.

{{ExpandImage|PRO-INV-SV-Bild11.png}}

=== Delkreditera eller vänd del av faktura ===
* Gör en ny justering och ange medarbetarkod och den arbetskod som ska krediteras samt period (perioden då tiden var upparbetad) och minusbelopp .
* Efter justeringen är gjord har projektet en minuspost som kan faktureras.
* Efter fakturan är utskriven kan beloppet justeras tillbaka och hamnar då i lager på projektet.

== Fakturakund ==
Om ett projekt ska faktureras till en avvikande faktureringsadress ska en sk Fakturakund användas. En fakturakund får ett eget kundnummer i kundreskontran.
Fakturakunder läggs upp i basregistret i projektredovisningen och kan användas på två sätt.

1. Alla projektets fakturor
* Om projektet alltid ska faktureras till en avvikande adress så kopplas fakturakunden till projektet.
* Fakturakunden kopplas inne på projektet i basregistret, i fliken Kontakt, fältet Kundnr.
* Fältet Kundnr. öppnar sig då synkroniseringen av projektet mot kund är avslagen. Det görs under fliken Parametrar 2.

2. Enskild faktura
* Om en specifik faktura ska ha en avvikande adress så kan fakturakunden anges inne på fakturan i fliken Parametrar, fältet Fakturakund.

== Avgränsa lager ==
Lagret kan avgränsas så att inget lager från senare perioder kommer med. Avgränsningen utgår från bokföringsdatum och inte utförandedatum samt aconto kommer inte med.
För att Avgränsa lager ska visas så måste funktionen slås på i projektredovisningens parametrar, fliken Fakturering.

{{ExpandImage|PRO-INV-SV-Bild12.png}}

== Spec arvode ==
Under fliken Spec arvode skapas en fakturaspecifikation för arvodet med kommentarer från tidrapporten som automatiskt skickas med fakturan i samma Pdf.
Funktionen slås på i projektredovisningens parametrar fliken Fakturering och fakturamallen behöver vara anpassad. Då visas en ny flik Spec arvode inne på fakturan.

{{ExpandImage|PRO-INV-SV-Bild13.png}}

Spec arvode kan användas på två sätt.

1. Hämta tidrapporter Enligt omfattning.
Enligt omfattning används för att låta systemet försöka hämta de transaktioner som valts under fliken Arvode. Om justeringar eller korrigering av tid har gjorts är det inte säkert att en fullständig fakturaspecifikation kan skapas och ett felmeddelande ges.
Alla fält kan ändras och det finns inget krav på att specifikationen måste innehålla samma belopp som fakturans omfattning.

2. Hämta tidrapporter Period.
Period används för att hämta alla transaktioner under en angiven period. Ingen hänsyn tas om posterna redan fakturerats.

== Attest av projektfakturor ==
Funktionen aktiveras i projektredovisningsparametrarna, fliken Fakturering genom att kryssa i Attest.
Behörighet att attestera ställs in i behörighetsmatrisen under Projektredovisning | Kund och projekt | Fakturor att attestera.
Attest krävs inte för alla fakturor; fakturor märkta med "Ska inte skickas", kreditfakturor och nollfakturor visas inte i listan.
Projektledare attesterar i Projekt | Projekt, fliken Attest.
Enbart fakturor från externa projekt som tillhör projektledarens grupp visas.
Ekonomiavdelningen kan attestera i Projekt | Fakturering, fliken Fakturor.

== Nollfakturering ==
Nollfakturering görs i Projekt | Fakturering, fliken Nollfakturering. Körningen bör göras en gång i månaden.
Poster som justerats bort och enbart ligger med ett inprislager faktureras ut. Detta påverkar lagerlistan och fakturerat statistik för inpris.
Om balanskonto för inköp används så sker kostnadskonteringen för inköp med utprislager 0 vid nollfakturering.
Nollfakturor skickas inte till kund men det är viktigt för statistik och bokföringsmässigt att använda rätt fakturadatum och bokföringsdatum.
Det går inte att välja ut vissa projekt för nollfakturering så därför är det vanskligt att välja ett datum bakåt i tiden. Finns det inköp inlagda i t.ex. juli som är nedjusterade och nollfaktureringen görs med junidatum så kommer kostnaden för juli-inköpet att tas innan inköpet egentligen fanns.

'''Fakturera nollposter på aktiva projekt'''
Med detta menas poster som har 0 i utprislager.
Exempel: Ett inköp har registrerats med ett inpris på 10 000 och har ett utpris på 12 000. Lagret på 12 000 justeras bort och inpriset är fortfarande 10 000.
När nollfaktureringen görs så ställs denna inprispost som fakturerad och kommer inte längre med i lagerlistan. Om balanskonto för inköp används så sker själva kostnadskonteringen.

{{ExpandImage|PRO-INV-SV-Bild14.png}}

'''Fakturera aktiva projekt med utlager= 0'''
Projektet kommer att nollfaktureras om det totala utprislagret är 0.
Exempel: Det finns 10 000 i lager i arvode.
Det finns - 10 000 i lager i inköp.
Om "Fakturera aktiva projekt med utlager=0” väljs så kommer projektet att nollfaktureras. Då kommer arvodet intäktskonteras och inköpet kostnadskonteras om balanskonto för inköp används.
Samma gäller om det finns pluslager på en inköpskod och minuslager på en annan men inköpslagret totalt sett är noll.
Välj Projekttyp på de projekttyper som ska nollfakturera. Alla bör väljas.
Om enbart en viss grupp ska nollfaktureras så fylls gruppen i. Det här gäller främst grupphantering vid gemensam projektredovisning.
Nollfakturor får fakturanummer antingen i den ordinarie fakturanummerserien eller i en avvikande nummerserie beroende på inställning i parametrarna.

== Account information on invoices ==
In System | Base registers | Company-specific parameters, on the E-documents tab, company details and account details can be entered and used unless otherwise specified in the invoice template.fdcxs

{{ExpandImage|PRO-INV-EN-Bild15.png}}

== Manage account information by currency ==
It is possible to specify account details on outgoing invoices based on the invoice currency by entering the bank account details in Accounting | back office | Base registers, on the Sales ledger tab. This works for both e-invoices and PDF invoices.
The account details specified for the currency account in the register will be used on the invoices if the Use for outgoing invoices tick box is ticked.

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Invoicing/en

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Translations:Invoicing/121/en

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== Account information on invoices ==
In System | Base registers | Company-specific parameters, on the E-documents tab, company details and account details can be entered and used unless otherwise specified in the invoice template.fdcxs

Translations:Invoicing/122/en

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FuzzyBot: Importing a new version from external source

{{ExpandImage|PRO-INV-EN-Bild15.png}}

== Manage account information by currency ==
It is possible to specify account details on outgoing invoices based on the invoice currency by entering the bank account details in Accounting | back office | Base registers, on the Sales ledger tab. This works for both e-invoices and PDF invoices.
The account details specified for the currency account in the register will be used on the invoices if the Use for outgoing invoices tick box is ticked.

Translations:Invoicing/116/en

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FuzzyBot: Importing a new version from external source

{{ExpandImage|PRO-INV-EN-Bild16.png}}

NB! The print template may need to be updated.
[[Category: Manuals]]
[[Category: Projects]]
[[Category: PRO-INV-EN]]

Confidentiality/sv

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== Sekretess och behörighet till kunder och projekt ==

=== Allmänt om behörighet till projekt ===
En medarbetare som är kundansvarig, projekt- eller produktionsledare, är med i projektets team eller har behörighet att se alla sekretessprojekt, kan alltid se projektet. Det gäller i projektfrågor, rapporter och fakturering. För tidrapportering ställs in om alla projekt ska visas eller inte.

Det finns två varianter att behörighetsstyra åtkomsten till projekt som beskrivs här. En variant är att behörighetsbelägga en kund, och på kunden styra vilka medarbetare som ska kunna se kunden med tillhörande projekt. Den andra varianten är att ställa in sekretesshantering på företaget. Sekretesshanteringen är mer komplex och här finns större frihet att styra vilka medarbetare som ska se alla sekretessprojekt, eller endast vissa projekt

=== Behörighetsbegränsa en kund med alla tillhörande projekt ===

På kunden i Projekt | Backoffice | Basregister under fliken Behörighet styrs per kund vilka medarbetare som ska se en viss kunds alla projekt. Fyll i Medarbetargrupp och/eller Arbetsgrupp och/eller Medarbetare.

{{ExpandImage|BAS-CONF-SV-Bild1.png}}

=== Behörighet till alla kunder ===
I System | Behörighet ges behörighet till alla kunder.

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{{ExpandImage|BAS-CONF-SV-Bild2.png}}

=== Rapportera tid på behörighetsbegränsade projekt ===

Om alla ska kunna rapportera tid på alla projekt styrs av inställningen Rapportera på sekretessprojekt och finns i Projekt | Backoffice | Basregister | Parametrar, fliken Arvode under rubriken Tidrapportering.
reporting.
</div>

{{ExpandImage|BAS-CONF-SV-Bild3.png}}

=== Sekretessinställning i projektredovisningen ===
Här beskrivs den lite mer komplexa inställningen av sekretesshantering. För att aktivera anges Lägsta behörighetsnivå för sekretessprojekt i Projekt | Backoffice | Basregister | Parametrar, fliken Behörighetsnivåer, där 0 är lägst behörighet och 9 är högst.

{{ExpandImage|BAS-CONF-SV-Bild4.png}}

Anges 9 betyder det att alla medarbetare med behörighet 9 till delsystemet PRO i System Basregister | Användare, fliken Behörighet Classic kommer åt sekretessbelagda kunder och projekt. Att ställa in Classicbehörighet på användare används inte ofta, utan numer används den nyare behörighetsstyrningen under System | Behörighet. Här finns Visa sekretessmärkta projekt.

{{ExpandImage|BAS-CONF-SV-Bild5.png}}

=== Sekretessbelägga kunder och projekt ===

Kunder och tillhörande projekt sekretessbeläggs i Projekt | Backoffice | Basregister | Kunder och projekt. Öppna kunden och kryssa i rutan Sekretessbelagt i fliken Parametrar 2. Detta är en synkroniserad uppgift från kund till projekt.
För att automatiskt sekretessbelägga nya kunder ställs parametern Standardförslag nya kunder Sekretessbelagt in i Projekt | Backoffice | Basregister | Parametrar, fliken Kunder och projekt.
Enskilda projekt sekretessbeläggs under Projekt | Backoffice | Basregister | Kunder och projekt. Öppna projektet och Kryssa för rutan Sekretessbelagt i fliken Parametrar 2. Detta är en synkroniserad uppgift, så om det endast är ett projekt som ska vara sekretessbelagt så måste projektet först synkroniseras av. Det görs också i fliken Parametrar 2, rutan Synkronisera projekt med kund.
Om ett projekt är sekretessbelagt kan de som har behörighet att se sekretessmärkta projekt, kundansvarig, projekt- och produktionsledare se projektet. Utöver det kan projektets team se projektet.

=== Team ===
Team läggs in på kunden och/eller projektet i under fliken Team. Ange de medarbetare som ska vara behöriga till kunden/projektet. Observera att om teamet läggs in på kunden, så måste det även läggas in på befintliga projekt. Teamet kommer dock automatiskt att läggas in på nya projekt. Projektets team ser alltid ett sekretessbelagt projekt.

=== Rapportera tid på sekretessbelagda projekt ===

I Projekt | Backoffice | Basregister | Parametrar, fliken Arvode under rubriken Tidrapportering finns inställningen Rapportera på sekretessprojekt. Här styrs om sekretessprojekt ska vara synliga i tidrapporteringen eller inte.

{{ExpandImage|BAS-CONF-SV-Bild6.png}}

=== Sekretessexempel ===
Nedan följer olika sekretessexempel och hur de ska ställas in.

'''Exempel 1'''
Endast medarbetaren MEDA ska vara behörig till ett projekt som ingen annan får se. I övrigt ska MEDA se alla projekt.

''Inställning''
Sekretessbelägg projektet som MEDA ska se, och lägg in MEDA i teamet.
Ställ In Rapportera på sekretessprojekt Projekt | Backoffice | Basregister | Parametrar, fliken Arvode under rubriken Tidrapportering.
me Reporting.

'''Exempel 2'''
Medarbetaren MEDA ska endast vara behörig till ett projekt och inga andra projekt. Alla andra medarbetare ska vara behöriga till alla projekt.

''Inställning''
Sekretessbelägg alla kunder och projekt utom det MEDA ska se.
Ge alla andra medarbetare utom MEDA behörighet till sekretessprojekt i System | Behörighet, behörigheten Visa sekretessmärkta projekt.
Ställ in parametern Standardförslag nya kunder Sekretessbelagt i Projekt | Backoffice | Basregister | Kunder och projekt.
Ställ In Rapportera på sekretessprojekt Projekt | Backoffice | Basregister | Parametrar, fliken Arvode under rubriken Tidrapportering.

'''Exempel 3'''
Endast medarbetaren MEDA ska vara behörig till ett projekt, och bara detta. Inga andra medarbetare får se projektet, men däremot får de se alla andra projekt.

''Inställning''
Sekretessbelägg alla kunder och projekt
MEDA skrivs in på Team på projektet, de övriga medarbetarna som Team på övriga projekt.
Ställ in parametern Standardförslag nya kunder Sekretessbelagt i Projekt | Backoffice | Basregister | Kunder och projekt.
Ställ In Rapportera på sekretessprojekt Projekt | Backoffice | Basregister | Parametrar, fliken Arvode under rubriken Tidrapportering.

[[Category:BAS-CONF-SV]]
[[Category:Projects]]
[[Category:Manuals]]

Confidentiality/fi

2026-10-13T07:35:32Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Confidentiality and authorisation to clients and projects ==

=== General information on authorisation to projects ===
An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects.

=== Restrict authorisation to a client and its associated projects ===

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

{{ExpandImage|BAS-CONF-EN-Bild1.png}}

=== Authorisation to all clients ===
Authorisation to all clients is set in System | Authorisation.

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation ===
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

{{ExpandImage|BAS-CONF-EN-Bild3.png}}

=== Confidentiality settings in the project accounting ===
This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

{{ExpandImage|BAS-CONF-EN-Bild4.png}}

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

{{ExpandImage|BAS-CONF-EN-Bild5.png}}

=== Classify clients and projects as confidential ===
Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

=== Team ===
Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

=== Report time on confidential projects ===
Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

{{ExpandImage|BAS-CONF-EN-Bild6.png}}

=== Examples ===
Below are some examples of confidentiality settings and how to configure them.

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

[[Category:BAS-CONF-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Confidentiality/en

2026-10-13T07:35:31Z

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Confidentiality/da

2026-10-13T07:35:31Z

FuzzyBot: Updating to match new version of source page

Confidentiality/nb

2026-10-13T07:35:28Z

FuzzyBot: Updating to match new version of source page

Translations:Confidentiality/31/en

2026-10-13T07:35:27Z

FuzzyBot: Importing a new version from external source

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

Translations:Confidentiality/32/en

2026-10-13T07:35:27Z

FuzzyBot: Importing a new version from external source

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

Translations:Confidentiality/22/en

2026-10-13T07:35:26Z

FuzzyBot: Importing a new version from external source

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation ===
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

Confidentiality/nb

2026-10-13T07:06:24Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Confidentiality and authorisation to clients and projects ==

=== General information on authorisation to projects ===
An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects.

=== Restrict authorisation to a client and its associated projects ===

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

{{ExpandImage|BAS-CONF-EN-Bild1.png}}

=== Authorisation to all clients ===
Authorisation to all clients is set in System | Authorisation.

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation = ==
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

{{ExpandImage|BAS-CONF-EN-Bild3.png}}

=== Confidentiality settings in the project accounting ===
This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

{{ExpandImage|BAS-CONF-EN-Bild4.png}}

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

{{ExpandImage|BAS-CONF-EN-Bild5.png}}

=== Classify clients and projects as confidential ===
Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

=== Team ===
Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

=== Report time on confidential projects ===
Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

{{ExpandImage|BAS-CONF-EN-Bild6.png}}

=== Examples ===
Below are some examples of confidentiality settings and how to configure them.

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

[[Category:BAS-CONF-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Confidentiality/en

2026-10-13T07:06:24Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Confidentiality and authorisation to clients and projects ==

=== General information on authorisation to projects ===
An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects.

=== Restrict authorisation to a client and its associated projects ===

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

{{ExpandImage|BAS-CONF-EN-Bild1.png}}

=== Authorisation to all clients ===
Authorisation to all clients is set in System | Authorisation.

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation = ==
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

{{ExpandImage|BAS-CONF-EN-Bild3.png}}

=== Confidentiality settings in the project accounting ===
This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

{{ExpandImage|BAS-CONF-EN-Bild4.png}}

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

{{ExpandImage|BAS-CONF-EN-Bild5.png}}

=== Classify clients and projects as confidential ===
Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

=== Team ===
Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

=== Report time on confidential projects ===
Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

{{ExpandImage|BAS-CONF-EN-Bild6.png}}

=== Examples ===
Below are some examples of confidentiality settings and how to configure them.

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

[[Category:BAS-CONF-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Confidentiality/fi

2026-10-13T07:06:23Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Confidentiality and authorisation to clients and projects ==

=== General information on authorisation to projects ===
An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects.

=== Restrict authorisation to a client and its associated projects ===

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

{{ExpandImage|BAS-CONF-EN-Bild1.png}}

=== Authorisation to all clients ===
Authorisation to all clients is set in System | Authorisation.

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation = ==
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

{{ExpandImage|BAS-CONF-EN-Bild3.png}}

=== Confidentiality settings in the project accounting ===
This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

{{ExpandImage|BAS-CONF-EN-Bild4.png}}

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

{{ExpandImage|BAS-CONF-EN-Bild5.png}}

=== Classify clients and projects as confidential ===
Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

=== Team ===
Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

=== Report time on confidential projects ===
Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

{{ExpandImage|BAS-CONF-EN-Bild6.png}}

=== Examples ===
Below are some examples of confidentiality settings and how to configure them.

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

[[Category:BAS-CONF-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Confidentiality/sv

2026-10-13T07:06:22Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Confidentiality and authorisation to clients and projects ==

=== General information on authorisation to projects ===
An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects.

=== Restrict authorisation to a client and its associated projects ===

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

{{ExpandImage|BAS-CONF-EN-Bild1.png}}

=== Authorisation to all clients ===
Authorisation to all clients is set in System | Authorisation.

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation = ==
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

{{ExpandImage|BAS-CONF-EN-Bild3.png}}

=== Confidentiality settings in the project accounting ===
This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

{{ExpandImage|BAS-CONF-EN-Bild4.png}}

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

{{ExpandImage|BAS-CONF-EN-Bild5.png}}

=== Classify clients and projects as confidential ===
Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

=== Team ===
Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

=== Report time on confidential projects ===
Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

{{ExpandImage|BAS-CONF-EN-Bild6.png}}

=== Examples ===
Below are some examples of confidentiality settings and how to configure them.

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

[[Category:BAS-CONF-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Confidentiality/da

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FuzzyBot: Updating to match new version of source page

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== Confidentiality and authorisation to clients and projects ==

=== General information on authorisation to projects ===
An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects.

=== Restrict authorisation to a client and its associated projects ===

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

{{ExpandImage|BAS-CONF-EN-Bild1.png}}

=== Authorisation to all clients ===
Authorisation to all clients is set in System | Authorisation.

{{ExpandImage|BAS-CONF-EN-Bild2.png}}

=== Time reporting on projects with restricted authorisation = ==
The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.

{{ExpandImage|BAS-CONF-EN-Bild3.png}}

=== Confidentiality settings in the project accounting ===
This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

{{ExpandImage|BAS-CONF-EN-Bild4.png}}

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

{{ExpandImage|BAS-CONF-EN-Bild5.png}}

=== Classify clients and projects as confidential ===
Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

=== Team ===
Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

=== Report time on confidential projects ===
Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

{{ExpandImage|BAS-CONF-EN-Bild6.png}}

=== Examples ===
Below are some examples of confidentiality settings and how to configure them.

'''Example 1'''
Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
Settings
Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

'''Example 2'''
The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
Setting
Classify all clients and projects as confidential, except the one that MEDA shall have access to.
give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
'''Example 3'''
Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
Setting
Classify all clients and projects as confidential
MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

[[Category:BAS-CONF-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Translations:Confidentiality/32/en

2026-10-13T07:06:21Z

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