Billing messages
- Renato Barcelos
Overview
From Finance > Billing > Resource reports
As part of the Resource reports feature, it is possible to add messages pertaining to a specific report or an item within a report.
These messages can be found in the new column:
Like other pages, the yellow icon indicates there are messages available.
Messages can also be seen from within the Items view:
Please note:
Within the item view, only items with messages will have a yellow icon and each item will only show it’s respective messages, but resource report messages will be shown on all items.
Billing messages page
Within the billing messages page, all messages associated to this report are displayed.
This includes both messages at a resource report level and at an item level.
Resource report messages - displayed at the top, if present
Item messages - displayed below resource report messages. They include info on which order, language, product and task they refer to
Text editor
Standard messages - please refer to the Standard messages section for more information
Submit - send the typed messages
Save & close - saves all changes and closes this window
Adding new messages
To add a new message:
Type the message in the text editor
Click “Submit”
Click “Save & close”
Standard messages
Standard messages are message templates that can be created and reused.
By clicking on the “Select standard messages…” field, the existing options will be shown:
Select a standard message from the existing list
Open and edit the list of standard messages
Create a new standard message based on the text in the text editor
After selecting the message, the text is copied into the text editor.
It can then be edited as needed before submitting.
Creating standard messages
To create a new standard message:
Type the text for it in the text editor
Click on the “Add standardized message” icon
Confirm the description that will be shown on the list of standard messages and click “Add & close”
New standardized messages can also be added from within the Edit standardized messages page. Please refer to the next section for more information.
Editing existing standard messages
To edit existing standard messages, click on the “Edit standardized messages” icon at the bottom of the page:
In this page, messages can be deleted (1), edited (2) and new ones can be added (3).