backoffice

Time, records, invoices, quotes and deadlines. 16 events, 10 available today and 6 new.

Required events such as the DATEV deadline cannot be turned off.

Event	For	In app	Email	Push
Time entry created, changed or deletedIn projects you lead	project leads
Reminder: log this week's timePer project, Fridays	everyone
Weekly time tracking summaryTo project leads, Mondays	project leads
Working time record not signed yetReminder for employees	employees
Records waiting for countersignature	HR
Send records to the tax advisor	accounting
Monthly close of working timeOn the 1st of the month	accounting
Time off requestedWaiting for your approval	approvers
Invoice created from time	accounting
Timesheet rejected by the client NewWith reason and version	project leads
Invoice overdue NewFrom the due date, then every 7 days	accounting
Payment received NewFrom the bank reconciliation	accounting
Quote opened NewThe client opened the link	sales
Quote accepted NewWith signature and selected items	sales
DATEV deadline in 3 days NewThis month's receipts not transferred yet	accounting	on	on	on
Receipts transferred to DATEV RequiredConfirmation with count	accounting	on	off	off

Events without a matching role are hidden. Required events are always on for legal or security reasons.