Document Management
Document Management - 2 items delivered in v0.27
What Was Delivered
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Change all admin items Change all admin items related to the “is the document provided” to only have the status as YES,NO,NA & remove value. As per chat last week
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Project Invoicing Changes From the Project Datagrid:
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Update the action for Viewing invoices to be display a modal:
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When the View Invoices link is clicked will display a table within a modal with the following fields:
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Invoice Number
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Subject
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Action: this column will have the following fields
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View: Clicking this link will display the Invoice Details. From the Project Edit page:
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Create a dropdown system similar to Document Actions.
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Call the button Invoices
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Dropdown options will be:
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View Invoices: when clicked will display a table within a modal with the following fields:
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Invoice Number
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Subject
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Action: this column will have the following fields
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View: Clicking this link will display the Invoice Details.
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Generate Invoice: when clicked will take the user to the Generate Invoice form. From the Generate Invoice form:
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Add a Back to Project button which will link back to the Project Edit page of the project it is associated with.
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.