Invoicing root folder

Sql folder for filtering Invoices according to the following criteria:

• Customer: Searches in the customer name of the project
• Project: Search for the project code
• Number: Search for the invoice number
• Date interval from-to

• Only considers projects that have open services, expenses or outlays
• Default is the filter according to the up-to-date logged-in user as project leader
• A until date can be specified
• It can be defined to search only in active projects (default)

Sql folder that shows all Invoices that are not charged and not marked as proforma.

Contains all Cleared invoices for which the “Paid” checkbox is not set. Pro forma
invoices are not shown.

Contains all Cleared invoices for which the “Paid” checkbox is not activated and where the due date has passed.
Pro forma invoices are not shown.

Sql folder that displays all paid invoices with invoice date for a selected period.

Invoicing folder with the following subfolders:

• Invoice search
• Projects with open fees
• All provisional invoices
• All open invoices
• All overdue invoices
• Paid invoices
• Evaluations

•  User group folder access invoicing: Controls the visibility of the root folder invoicing.

The editors must be User group assigned to the appropriate user group.

• Activity type Invoice