Users can export PDF invoices of their completed tasks in the tasks' currency.
A separate invoice is exported per currency.
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Enabling Invoices export in the system
Once enabled in the system, a PDF invoice can be exported for the resource’s monthly tasks.
The invoice can be exported by the resource and/or for the resource.The invoices or for him.
This functionality is configuration and role-based.
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This functionality is currently only available for resources reporting with the Monthly resource report approval manner |
To enable it in the system and for resources, follow the 3 following steps:
Switch on the system configuration:
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2. Determine which Resource types can export invoices.
Only the selected Resource types will be able to export invoices (also requires a role).
From: Administrator tables > Resource types:
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The resource type is set from the Resource info page:
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3. Exporting invoices also requires a role.
Only enabled resources types with the following role will be able to export invoices.
Required role: Can export invoices
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The role can be added to specific users or to a role group to enable this role to all users in the group |
Exporting invoices
Once enabled, invoices can be exported from the following pages:
My menu > Monthly resource report
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Finance > Monthly resource report approval status:
Enabling Invoices export
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Invoices can be exported for a single enabled resource or for all enabled resources on the page.
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Users with the role: Department supevisor, can export invoices for other resources even if their own resource type doesn’t enable it |
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If the resource is getting paid in more than one currency in a certain month, a separate invoice has to be exported for each currency |
Sending invoice reminders
Managers can send enabled resources reminders to send their monthly invoices.
The reminders can be exported for a single enabled resource or for all enabled resources on the page.
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