backoffice
Time, records, invoices, quotes and deadlines.
| Event | For | In app | 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 |