Types of financial documents

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Table of contents

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

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 Save to apply the filter and Close to return to the list.

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Rights required :

• Consultation of a type of financial document

Il n'est pas possible de changer de vue pour cet écran.

General actions

Add ➡️ Creating and modifying a financial document type

Edit ➡️ Creating and modifying a financial document type

Filter ➡️ 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.

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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

Save

Modification actions

Apply

Save

Delete (right Deleting a type of financial document required)

See the history

Voici les champs retrouvés dans cet écran:

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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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Embryo research

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Calendar

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Available budgets