Invoicing root folder
Additional feature that creates a 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
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: 
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| Projects with open fees | Sql folder
for filtering projects according to the following criteria:
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| 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.
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Download
Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .
Download the additional feature with the following download 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:
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| User groups |
The editors must be User group assigned to the appropriate user group. |
| Activity types |
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