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As an alternative to Monthly reports, resources in the system can be paid based on Resource reports.
Unlike Monthly Resource reports , these are not time-based, so tasks can be picked freely to create reports that can be treated individually.
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Select the Default resource approval manner
Click “Apply to all users”
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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:
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For more information on Payment manners, please check the Resource report - "Payment due on" autopopulate page. |
Other relevant roles
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Resource reports page
From: Finance > Billing > Resource reports
Key columns
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Resource - The resource the report pertains belongs to
Resource report number - The unique ID of the resource report
Description - An editable field. Defaults to “billing in (report 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. More info in the billing messages article.
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.
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Once a user submits their resource report, it will be available on this page, where managers can keep track of the current status of a report.
Approving a resource report
After being generated, resource reports will be shown in the Resource reports (Finance) page.
The approval can be done from the “Processed by accounting” column and may have between one and four steps.
Please refer to the Configuration section for more info on how to set up a multistep approval process.
If the user has the necessary role and clicks on the icon, a prompt will appear, and the approval will move to the next step.
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The change will also be logged. The complete log of approvals can be read on the tooltip of the “Processed by accounting” icon.
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Resources cannot approve their own resource reports. |
Once all approval steps are completed, the “Accounting date” field will be automatically populated.
Management review
Management review is an optional approval step.
This step can be approved at any moment, regardless of the current approval step.
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Relevant role: Can perform management review Users with this role can approve or un-approve the “Management review” column items |
Un-approving a resource report
Users with the necessary role can approve and un-approve a step.
If the approval has already been done, clicking on the icon will instead ask the user if the step should be unapproved:
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This will also remove that step from the approval log in the tooltip.
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Users with the role “Can un-approve resource reports at all levels” can un-approve any step. |