Financial documents are used to detail the content of entries on a budget line.
Project financial documents can be found in .svg)
financial monitoring
Financial documents can come from external software or be created manually in the application. They can also be imported.
Before creating financial documents, it is necessary to create 
Types of financial documents
It is possible to define different types of financial document, with different criteria.
These financial document types are used to categorize financial documents, such as "estimate" or "invoice". When creating a financial document , you must select its type.
List of financial document types
Rights required : 
Consultation of a type of financial document
Allows you to add a type of financial document. Financial document types - Creating and modifying a financial document type
Rights required : Creation of a financial document type
Allows you to modify a financial document type. Financial document types - Creating and modifying a financial document type
Rights required : Modification of a financial document type
Creating and modifying a financial document type
The screens for creating and modifying a financial document type are similar.
Rights required :
Here are the fields found on this screen:
Code This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Allows you to delete a financial document type.
Rights required : Deleting a type of financial document
Displays the list of changes made to this type of financial document by all users.
Stocks are sorted from the most recent to the oldest date.
Validates your changes. This may redirect you to the previous page on some screens.