Difference between revisions of "News:Approval of Project invoices/da"

Revision as of 09:19, 8 December 2021

Godkendelse af jobfakturaer

1. Aktivér funktionen

1. Base registers/PRO/Parameters tab Invoicing: Approval
2. It's possible to deactivate the Approval function per company in Base registers/General/Company specific parameters Tab Other (this is only useful when you have a shared project register)
3. Give authorisation groups access to it in System/Authorisation. In the access matrix it is located in Project accounting/Client and project/Invoices to approve.

2. Project managers approve in Projects/Project management, the tab Appoval.

To remove an approval, select an already approved invoice and press Approval.

Only invoices from external projects with the same group as the project manager will be shown.

Approval is not required for all invoices, invoices marked with "Not to be sent" and credit invoices as well as zero invoices will not be listed.

3. Back office can approve in Projects/Invoicing and adjusting tab Invoices.

Select an invoice and press Approval. Date and approver will be shown in the column Approved.

To remove an approval, select an already approved invoice and press Approval.

Invoices marked with "Not to be sent" and credit invoices as well as zero invoices don't require approval, shown as Approval status = blank

4. Invoices not to be sent

Invoices marked with "Not to be sent" will not be listed in the approval tab and not in the invoice distribution program.

Default Approval status is set to blank meaning that approval is not mandatory