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 or on behalf of him.
Invoices are exported from the following pages:
Monthly resource report
Monthly resource report approval status
If the resource is getting paid in more than one currency in a certain month, a separate invoice is exported for each currency
Enabling Invoices export
This functionality is configuration and role-based.
To enable it in the system and for resources, follow the following steps:
Switch on the system configuration:
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:
The resource type is set from the Resource info page:
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
The role can be added to specific users or to a role group to enable this role to all users in the group