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Can edit the “Payment due on” field in Resource reports |
Resource reports page
System configuration
By default, the system applies one approval step to the Resource reports.
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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.
Resource reports page
Key columns
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Resource - The resource the report 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 - The date in which the resource report was submitted
Reject by accounting and send rejection mail - Click to reject a resource report. More info under Rejecting a resource report
Processed by accounting - Current status of the approval
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 using the Payment manner
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