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
Click on Register to apply the filter and
Close to return to the list.
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.
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
Register
Modification actions
Apply
Register
Delete (right
Deleting a type of financial document required)
Seehistory
Here are the fields found on this screen: