| Table of Contents | ||||
|---|---|---|---|---|
|
The two types of resource invoices
The system enables two types of invoices: system-generated and user-uploaded.
...
“Enable uploading invoices” will allow users to upload their own invoices to the system.
System-generated invoices
System-generated invoices are PDF files generated by the system that list all the tasks within a given monthly resource report or monthly report, and contain the relevant information for invoicing.
...
Configuration
Follow these steps to set up the system-generated invoices:
...
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Tip: Add the needed role to a role group to apply the change to multiple resources at once. |
Exporting system-generated invoices
PDF invoice can be exported from the resource’s Monthly resource report and Resource reports pages:
...
And from: Finance > Billing > Resource reports
...
Resource uploaded invoices
Resources can also upload their own invoices to the system, which will be associated with the resource’s monthly resource report or resource report.
Configuration
Follow these steps to set up the system-generated invoices:
Activate “Enable uploading invoices” from: Administrator > Web administrator > Configuration > Settings
(Optional) “Invoice upload mandatory for approval/submit” will force resources to upload an invoice before they can submit or approve their reports.
...
(Optional) “Approval submit is mandatory for Invoice upload” will force resources to submit or approval their report before they can upload an invoice.
...
Uploading and managing invoices
Monthly resource reports
Basic resources can upload invoices from: My menu > Monthly resource report, using the icon in the top right of the page.
...
Clicking on this column will take the user to the Invoice file list page, where existing invoices can be downloaded, deleted, and new files or updated versions of existing ones can be uploaded:
...
Resource reports
Basic resources can upload invoices from: My menu > Resource report, using the “Add invoice” column.
...
| Info |
|---|
This page can also be accessed from the Resource report’s Full view > Invoices tab. |
All uploaded invoices can be seen from Finance > Billing > Resource reports, in the “Add invoice” column.
...
Clicking on this column will take the user to the Invoice file list page, where existing invoices can be downloaded, deleted, and new files or updated versions of existing ones can be uploaded:
...
Wage reports
Invoices can also be uploaded from Finance > Wage report
...
Clicking on this icon will take the user to the Invoice file list page, where existing invoices can be downloaded, deleted, and new files or updated versions of existing ones can be uploaded:
...
Sending reminders
A reminder to upload an invoice can be sent to a resource using the “Send invoice reminder email” column (1), or sent to all resources in the current page using the “Send invoice reminders” icon (2) on the bottom of the page.
...
.
This can be done from both Finance > Monthly resource report approval status and Finance > Resource report (Finance).
...