Set of folders for invoicing
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article Things worth knowing about the plug-ins described.
| Version | description | Download |
|---|---|---|
| 6.6.0.1. | Uses folder properties from Vertec 6.6. |
This plug-in creates the root folder invoicing with the following subfolders:
| Invoice search | SQL folder for filtering Invoices according to the following criteria: 
|
| Projects with open fees | SQL folder
for filtering projects according to the following criteria:
|
| All provisional invoices | SQL folder , which all Invoices which are not charged and not marked as pro forma. |
| All outstanding invoices | Includes all Cleared invoices
where the “Paid” checkbox is not set. Pro forma |
| All overdue invoices | Includes all Cleared invoices
where the “Paid” checkbox is not checked and the due date has passed. Pro forma |
| Invoices paid | SQL folder which shows all paid invoices with invoice date for a selected period. |
| Evaluation Revenue by customer | SQL folder
, which shows all companies registered as customers of a project and their turnover from final invoices during the specified period.
 |
Importing the plug-in creates the following objects:
| folder | Folder invoicing with the following subfolders:
|
| User groups | Users must comply with the appropriate Assigned user group become. |
| Activity types |
|