Financial documents are used to detail the content of entries on a budget line.
On retrouve les pièces financières des projets dans monitoring financial
Les pièces financières peuvent provenir d’un logiciel extérieur ou être créées manuellement dans l’application. On peut également les importer.
Avant de créer des pièces financières, il faut créer des Types of financial documents
List of financial documents
The list shows, by default, the Typethe
categorythe
Codethe
Wordingthe
Descriptionthe
Datethe
Amountthe
Status the
Wording of theenvelope linked to financial document, the
Phase and the
Project financial document.
Rights required :
Filter the list of financial documents
Click on Save to apply the filter and
Close to return to the list.
Si la date apparaît en gras, alors sur le calendrier des pièces financières, la date est inscrite comme jour non travaillé. Calendars
Il est possible de changer le projet lié à la pièce financière en cliquant sur le projet de la pièce financière en question. Les projets sélectionnables apparaissent dans une liste.
Il est possible d'ajouter des
financial document à des pièces financières. Si ceux-ci ont coché la case critère de recherche, alors il sera possible de filtrer la liste des pièces financières avec ces attributs.
Si le statut d’une pièce financière porte le méta-statut Validé, alors il ne sera plus possible de changer le projet lié à la pièce financière depuis la liste.
Actions
Add ➡️
Pièces financières - Création et modification d'une pièce financière
Edit ➡️
Pièces financières - Création et modification d'une pièce financière
Filter ➡️
Pièces financières - Filtrer la liste des pièces financières
Modify en masse ➡️ Pièces financières - Modifier en masse des pièces financières
Mass deletion ➡️ Deletes several financial documents (right required :
Deleting a financial document)
Visit view List of financial documents can be set for this screen.
Button name | Description |
---|---|
🚩This button can be accessed via contextual menu at the top right of the list, when no financial document is selected.
This button is used to delete all financial documents at once.
After confirming the deletion of the financial documents, this message appears.
If no financial document exists, then this button does not appear.
Rights required to make this action : | |
🚩 This button can be accessed by hovering over a financial document, to the right of it.
Clicking on this button redirects you to the | |
🚩 This button can be accessed by hovering over a financial document, to the right of it.
By clicking on this button, financial document loses its link with the project.
Click on |
Creating and modifying a financial document
The screens for creating and modifying a financial document are similar.
Rights required :
Creation actions
Modification actions
Delete (right required :
Deleting a financial document)
Button name | Description |
---|---|
It is possible to add financial document attributes to a financial document (on creation or modification).
| |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
This button is grayed out when the project assigned to financial document does not have theme Budget activated, or when no project or phase has been assigned: no budget is included in the list. A pop-up window appears. | |
When at least one budget has been assigned to financial document, it appears in the Lines section of financial document.
Each line represents a budget. To the right of this line, a |
Voici les champs retrouvés dans cet écran :
Attachment editing window
This pop-up appears when you click on the Edit attachment field
Attachment(s) .
You can therefore modify three fields concerning the attachment:
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 Save pour appliquer la modification en masse et revenir sur
Pièces financières - Liste des pièces financières