Document Management

What Was Delivered

• Project Invoicing Changes From the Project Datagrid:
• Update the action for Viewing invoices to be display a modal:
• When the View Invoices link is clicked will display a table within a modal with the following fields:
• Invoice Number
• Subject
• Action: this column will have the following fields
• View: Clicking this link will display the Invoice Details. From the Project Edit page:
• Create a dropdown system similar to Document Actions.
• Call the button Invoices
• Dropdown options will be:
• View Invoices: when clicked will display a table within a modal with the following fields:
• Invoice Number
• Subject
• Action: this column will have the following fields
• View: Clicking this link will display the Invoice Details.
• Generate Invoice: when clicked will take the user to the Generate Invoice form. From the Generate Invoice form:
• Add a Back to Project button which will link back to the Project Edit page of the project it is associated with.

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Adjustments required: 30/04/24

• On datagrid display:
• User Group / Division (Invoice.Project.UserGroup)
• Customer Job Number (Invoice.Project.FtsClientNumber)
• Is Processed. (Invoice.isProcessed(create one))

Impact

Improved document handling and version control, reducing manual effort and minimising processing errors.