Types of financial documents

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Table of contents

financial document In a budget category (estimate, expense report, invoice), detailed object justifying an expense.

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 documents

Screen listing the platform's financial document types.

Filter the list of financial document types

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It is possible to filter this list of financial document types with a filter criterion :

Click on Register to apply the filter and Close to return to the list.

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Rights required :

Consultation of a type of financial document

It is not possible to change the view for this screen.

General actions

Add ➡️ Financial document types - Creating and modifying a financial document type

Edit ➡️ Financial document types - Creating and modifying a financial document type

Filter ➡️ Financial document types - Filter the list of financial document types

Sort

Creating and modifying a financial document type

The screens for creating and modifying a financial document type are similar.

financial document type modification screen

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Rights required :

Consultation of a type of financial document
Creation of a financial document type (creation)
Modification of a financial document type (change)

Creation actions

Modification actions

Apply

Delete (right Deleting a type of financial document required)

Seehistory

Here are the fields found on this screen:

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Wording

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Code

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Long label

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Description

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Order

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representation

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Parent part type code

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Calendar

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Available budgets

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Non-exhaustive list of error/information messages