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
List of financial documents
The list shows, by default, the 
Typethe categorythe Codethe Wordingthe Descriptionthe Datethe Amountthe status the Wording envelope linked to the financial document, the Phase and the Project financial document.
Rights required : 
Consultation of a financial document
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on 
Permet d’ajouter une pièce financière. Financial documents - Creating and modifying a financial document
Rights required : Creating a financial document
Permet de modifier une pièce financière. Financial documents - Creating and modifying a financial document
Rights required : Modifying a financial document
Remove the financial document from the project
Ce bouton est accessible au survol d'une pièce financière, à droite de celle-ci.
By clicking on this button, the financial document loses its link with the project.
Click on
If the date appears in bold, then on the financial calendar, the date is entered as a day not worked. 
Calendars
You can change the project linked to the financial document by clicking on the financial document project in question. Selectable projects appear in a list.
It is possible to add .svg)
financial document to financial documents. If they have ticked the search criteria box, then it will be possible to filter the list of financial documents with these attributes.
If the status of a financial document is set status Validated, then it will no longer be possible to change the project linked to the financial document from the list.
La view 
Permet de modifier plusieurs informations sur les pièces financières. Financial documents - Bulk editing of financial documents
Rights required : Modifying a financial document
Permet de supprimer plusieurs pièces financières à la fois en les sélectionnant.
Rights required : Deleting a financial document
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Ce bouton est accessible via le 
Ce bouton permet de supprimer toutes les pièces financières en une seule fois.
Après la confirmation de la suppression des pièces financières, le message Purge des pièces financières prise en compte - le rapport vous sera adressé par e-mail appears.
Si aucune pièce financière n'existe, alors ce bouton n'apparaît pas.
Rights required :
- Deleting a financial document
- Purge financial documents
Ce bouton est accessible au survol d'une pièce financière, à droite de celle-ci.
Clicking on this button redirects you to the financial monitoring of theBudget theme of the project linked to the financial document .
If no project is linked to the financial document, then this button does not appear.
Creating and modifying a financial document
The screens for creating and modifying a financial document are similar.
Rights required :
- Consultation of a financial document
- Creating a financial document (creation)
- Modifying a financial document (change)
Voici les actions réalisables sur une pièce financière :
Here are the fields found in this screen:
Wording Code Long label Description status Type Parent category Project Phase envelope Date Contract number Third-party identifier Beneficiary company Attachment(s) Budget Date Value representation Distribution TotalDeviationThis 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.
Permet d'accéder à la liste des attributs de pièce financière financial document
Validates your changes. This may redirect you to the previous page on some screens.
Affiche la liste des modifications effectuées sur cette pièce financière, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Ce bouton est grisé lorsque le projet affecté à la pièce financière n'a pas le thème Budget activé, qu'aucun projet ou qu'aucune phase n'a été affecté : aucun budget ne fait partie de la liste. Une fenêtre pop-up s'affiche.
When at least one budget has been assigned to the financial document, it appears in the Lines section of the financial document.
Each line represents a budget. To the right of this line, a Delete exists and allows you to deallocate this budget to the financial document. (no deletion rights required)
Pièce-jointe
This pop-up appears when you click on the Edit attachment field Attachment(s) .
You can therefore modify three fields concerning the attachment:
- Wording
- status
- Version
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
Ce bouton permet d'ajouter une nouvelle ligne dans la liste des pièces-jointes, et donc d'ajouter un nouveau fichier.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
Ce bouton permet de supprimer instantanément la pièce-jointe.
This action concerns the Attachment(s)
Ce bouton permet de changer des informations sur la pièce-jointe déjà ajoutée.
Cette fenêtre apparaît alors :
You can therefore modify three fields concerning the attachment:
- Wording
- status
- Version
Bulk modification of financial documents
It is possible to modify several financial documents at the same time by selecting several financial documents and clicking on Modify en masse.
Only the Project and the status are modifiable.
Click on Financial documents - List of financial documents
Rights required :
- Consultation of a financial document
- Modifying a financial document