Users can export PDF invoices of their completed tasks in the tasks' currency.
A separate invoice is exported per currency.
The invoices Once enabled in the system, a PDF invoice can be exported for the resource’s monthly tasks.
The invoice can be exported by the resource and/or for the resource.The invoices can be or on behalf of him.
Invoices are exported from the following pages:
Monthly resource report
Monthly resource report approval status
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If the resource is getting paid in more than one currency in a certain month, a separate invoice is exported for each currency |
Enabling Invoices export
This functionality is configuration and role-based.
To enable it in the system and for resources, follow the following steps:
Switch on the system configuration:
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2. Determine which Resource types can export invoices.
Only the selected Resource types will be able to export invoices (also requires a role).
From: Administrator tables > Resource types:
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The resource type is set from the Resource info page:
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3. Exporting invoices also requires a role.
Only enabled resources types with the following role will be able to export invoices.
Required role: Can export invoices
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The role can be added to specific users or to a role group to enable this role to all users in the group |