Posts

Reject receipt

A receipt can be rejected by changing its status from the receipt details container menu:

Once a receipt’s status has been changed to “Rejected” it will also be marked as released and exported. An activity will also be created and logged to inform other user the Receipt was rejected.

“ReceipEmail” type templates can also be created with preset messages to inform the contact why the receipt has been rejected. Select “New Email” from the “Receipt Email” container menu to trigger a new email and select the required template from the drop down menu.

 

/0 Comments/by

Planner receipts

 

Planners can create and edit receipts for invoices that relate to their own projects. Accounting staff can also create internal ToDo’s to give planners access to receipts.

Receipts may be created to pay incoming invoice from suppliers or to reimburse employees. They are created in the same way an invoice or quote is written, except the items are for outgoing payments not fees to clients.

All attachments added to a receipt must be in PDF format.

 

 

Receipts created within Project Documents

 

Planners can also create receipts directly within a project under the project documents container.

/0 Comments/by

Supplier receipts

Supplier receipts differ from normal receipts as the project crew items need to be assigned to the receipt during its creation.

When suppliers send an invoice for a crew service a supplier receipt is created to pay the outstanding amount. As the PCI’s from the project are added to the receipt the sum total will be automatically calculated and updated, this allows you to check the suppliers invoice against your project data and be sure there are no mistakes.

A bank transfer can be added directly to a receipt to pay the supplier and send notification at the same time.

/0 Comments/by

Receipts

This tutorial show you how to create a receipt and process an incoming invoice through to completion. Incoming invoices can be uploaded to a receipt and stored for accounting records.

Bank transfers can be made directly from a receipt and its status tracked for all users to see.

SquidWeb wiki Receipts

/0 Comments/by