Invoicing root folder
Additional feature that creates a set of folders for invoicing
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 02.07.2019
Machine translated
Updated: 03.05.2023
|
Documentation and screenshots updated.
This application is an Additional Feature. The corresponding config set can be found here.
Application
This additional feature 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 that shows all Invoices that are not charged and not marked as proforma. |
| All open invoices | Contains all Cleared invoices for which the “Paid” checkbox is not set. Pro forma |
| All overdue invoices | Contains all Cleared invoices for which the “Paid” checkbox is not activated and where the due date has passed. |
| Paid invoices | Sql folder that displays all paid invoices with invoice date for a selected period. |
| Evaluation Revenue by customer | Sql folder that shows all companies that are registered as customers in a project, as well as their revenues from final invoices in the specified period.
 |
Download
Important information before importing can be found in the article Interesting facts about the additional features. Please note that Config Sets change data in Vertec, which may result in existing data being overwritten.
The exact import process can be found in the Articles about the config sets.
Download the additional feature with the following link:
| Version Requirement | Download |
|---|---|
| 6.6.0.1 | Configset_rootbilling.xml |
The following objects are created by importing the config set:
| folder | Invoicing folder with the following subfolders:
|
| User groups |
The editors must be User group assigned to the appropriate user group. |
| Activity types |
|