| Table of Contents |
|---|
Overview
As an alternative to Monthly reports, resources in the system can be paid based on Resource reports.
Unlike Monthly reports, these are not time-based, so tasks can be picked freely to create reports that can be treated individually.
The approval process can have between 1 and 4 steps, as needed.
Configuration
System configuration
By default, the system applies one approval step to the Resource reports.
If more are needed, follow the steps below.
Setting up approval steps
From: Administrator > Web administrator > Configuration > Settings
Under the Finance Settings section, choose the needed number of steps from the “Number of resource report approval steps”.
...
If used, the “Processed by accounting” column in the Resource reports page will change to reflect the number of steps:
...
Relevant roles
| Panel | ||
|---|---|---|
| ||
Can approve resource report step 1 Allows the user to approve or un-approve the first step in the approval process. |
| Panel | ||
|---|---|---|
| ||
Can approve resource report step 2 Allows the user to approve or un-approve the second step in the approval process. |
| Panel | ||
|---|---|---|
| ||
Can approve resource report step 3 Allows the user to approve or un-approve the third step in the approval process. |
| Panel | ||
|---|---|---|
| ||
Can approve resource report step 4 Allows the user to approve or un-approve the fourth step in the approval process. |
| Panel | ||
|---|---|---|
| ||
Can un-approve resource report at all levels Allows the user to un-approve any step in the approval process. |
Naming conventions
The preferred type of Approval manner can be applied to all resources resource can be set from the dropdown menu names of the steps can be customized from Administrator > Web administrator > Name conventions.
...
User configuration
There are two user settings relevant for this functionality: Approval manner and Payment manner.
Setting up at a system level
From Administrator > Web administrator > Configuration > Settings
Select the Default resource approval manner
Click “Apply to all users”
...
Setting up at user level
The Approval manner and Payment manner can also be set at the resource level from the dropdown menus in the user’s profile:
| Info |
|---|
These fields can only be seen and edited by managers. |
...
| Info |
|---|
If set at a user level, these settings will take precedent over the system default. |
| Tip |
|---|
For more information on Payment manners, please check the Resource report - "Payment due on" autopopulate page. |
Resource reports page
Key columns
...
Resource - The resource the report pertains to
Resource report number - The unique ID of the resource report
Description - An editable field. Defaults to “billing in (currency)”
Full view - a detailed listing of the tasks and files included in the resource report
Items - a detailed listing of the tasks included in the resource report
Total billed - The total amount in the due in the resource report
Currency - the currency of the resource report
Submitted by resource - Confirmation if the resource report was submitted or not
Submitted on - date in which the resource report was submitted
Reject by accounting and send rejection mail - click to reject the resource report and unsubmit it. This will unsubmit it.
Processed by accounting - Current status of the approval status
Billing messages - Messages related to the resource reports
Accounting date - the date in which the approval process was completed
Billing Hold - a toggle (Can Pay/On Hold) to flag if a resource report can, or cannot, be paid
Payment due on - The date the payment is due. Can be autopopulated based on the report submission date using the Payment due on feature.
Once the Approval manner has been selecteda user submits their resource report, it will be available on this page, where managers can keep track of the current status of a report.