Screen-specific actions

It is possible to add financial document attributes to a financial document (on creation or modification). financial document

🚩 This action concerns the field Attachment(s) You can add a document to this attachment. For example, if the attachment is labelled "Invoice 123", you can upload a file called .pdf, .html, .docx, .png, .bmp, .gif.xls, .xlsx, .txt... 🚨 A maximum size is imposed for security reasons: 500MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/AY HH:MM

🚩 This action concerns the field Attachment(s) This button is used to add a new line to the list of attachments at financial document, and therefore to add a new file. 🚨 A maximum size is imposed for security reasons: 10MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (10.00 MB) DD/MM/YY HH:MM This is a server configuration setting, default: 10MB

🚩 This action concerns the field Attachment(s) This button is used to change information on the attachment already added

🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment to financial document.

This button is grayed out when the project assigned to financial document does not have theme Budget activated, or when no project or phase has been assigned: no budget is included in the list. A pop-up window appears.

When at least one budget has been assigned to financial document, it appears in the Lines section of financial document. Each line represents a budget. To the right of this line, a Delete exists and allows you to de-allocate this budget to financial document(no deletion rights required).