Filter

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.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

Sort

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.

Add a financial document

This button allows you to add a financial document an item justifying an expense. See financial 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 .

Edit

Allows you to modify a financial document.

Modify en masse

Allows you to modify various information on financial documents.

Delete

Allows you to delete a financial document.

Seehistory

Displays the list of changes made to this type of financial document by all users.

Stocks are sorted from the most recent to the oldest date.

Register

Validates your changes. This may redirect you to the previous page on some screens.

Apply

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.

Assign

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.

Attributes

Provides access to the list of financial document attributes financial document and add it to the financial document created/modified.

Add a file

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...

Add an attachment

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.

Delete attachment

This action concerns the Attachment(s) This button allows you to instantly delete the attachment.

Edit 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:

You can therefore modify three fields concerning the attachment:

• Wording
• status
• Version