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 
Allows you to add a financial document. Financial documents - Creating and modifying a financial document
Rights required : Creating a financial document
Remove the financial document from the project
This button is accessible when hovering over a financial document, to the right of it.
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 
Allows you to modify various information on financial documents.
Rights required : Modifying a financial document
Allows you to delete multiple financial documents at once by selecting them.
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.
This button can be accessed via the 
This button allows you to delete all financial documents at once.
After confirming the deletion of financial documents, the message Purge of financial documents taken into account - the report will be sent to you by email appears.
If no financial document , then this button does not appear.
Rights required :
This button is accessible when hovering over a financial document, to the right of it.
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 :
Here are the actions that can be performed on a financial document
This 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.
Provides access to the list of financial document attributes financial document and add it to the financial document created/modified.
Validates your changes. This may redirect you to the previous page on some screens.
Displays the list of changes made to this financial document by all users.
Stocks are sorted from the most recent to the oldest date.
This button is grayed out when the project assigned to the financial document the theme. Budget activated, that no project or phase been assigned: no budget included in the list. A pop-up window appears.
When at least one budget been assigned to the financial document, it appears in the Lines of the financial document.
Each line represents a budget. To the right of this line, a button 
Attachment
This pop-up appears when you click on the Edit attachment field Attachment(s) .
You can therefore modify three fields concerning the attachment:
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)
This button allows you to add a new line to the list of attachments, and therefore add a new file.
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)
This button allows you to instantly delete the attachment.
This action concerns the Attachment(s)
This button allows you to change information about an attachment that has already been added.
This window will then appear:
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 :