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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center

Add a financial document

Description

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Add a financial document

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This button appears if:

  • financial document types have been created on the platform Types of financial documentsTypes of financial documents
  • the details of the seizure parameter structuresparameter structures must be set to Not detailed

This button allows you to add a financial document an item justifying an expense. See financial monitoring - Creating and modifying a financial documentfinancial monitoring - Creating and modifying a financial document

Each type of financial document to a representation.

It will be possible to select a type of financial document accessing the form .

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Rights required :

  • Consultation of a type of financial documentConsultation of a type of financial document
  • Creating a financial documentCreating a financial document
  • and enter data on a representation representation corresponding to a financial document type): for example Entering the completed  budgetEntering the completed budget
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