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From: Finance > Billing > Resource reports

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.

Key columns

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  1. Resource - The resource the report belongs to

  2. Resource report number - The unique ID of the resource report

  3. Description - An editable field. Defaults to “billing in (report currency)”

  4. Full view - A detailed listing of the tasks and files included in the resource report

  5. Items - A detailed listing of the tasks included in the resource report

  6. Total billed - The total amount in the due in the resource report

  7. Currency - The currency of the resource report

  8. Submitted by resource - Confirmation if the resource report was submitted or not

  9. Submitted on - The date in which the resource report was submitted

  10. Reject by accounting and send rejection mail - click Click to reject the a resource report. More info under Rejecting a resource report

  11. Processed by accounting - Current status of the approval status

  12. Billing messages - Messages related to the resource reports. More info in the billing messages article.

  13. Accounting date - the The date in which the approval process was completed

  14. Billing Hold - a A toggle (Can Pay/On Hold) to flag if a resource report can, or cannot, be paid

  15. 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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Approving a resource report

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The approval can be done from the “Processed by accounting” column and may have between one 1 and four 4 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 iconfor the current step, a prompt will appear, and the approval will move to the next step after clicking “Yes”.

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The change will also If the user has the necessary role for the current and the next step, a prompt will appear, and the user can either approval the current step, by clicking “Yes”, or revert the approval to the previous step by clicking “No”. For more info on un-approving approval steps, please check the Un-approving a resource report section.

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These change will be logged.

The complete log of approvals can be read on the tooltip of the “Processed by accounting” icon.

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This step can be approved at any moment, regardless of and is unaffected by the current approval step.

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Billing hold

If necessary, it is possible to suspend the approval of a resource report can be suspended by using the “Billing Hold” option:

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Changes to the “Billing Hold” status will be logged in the tooltip:

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Un-approving a resource report

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