Enabling Invoices export
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 for him.
This functionality is configuration and role-based.
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:
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
Exporting invoices
Once enabled, invoices can be exported from the following pages:
My menu > Monthly resource report
Finance > Monthly resource report approval status:
Invoices can be exported for a single enabled resource or for all enabled resources on the page.
Users with the role: Department supevisor, can export invoices for other resources even if their own resource type doesn’t enable it
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.
