Finance

Articles related to the finance section of Reedge, think of quotes, invoices, currencies.

Is it possible to change the number/name of the orders?
As for the moment, the prefix can only be adjusted by the admin. 
Wed, 1 Apr, 2020 at 10:25 AM
How does the quotation system work?
To make a quote, go to the Finance section. It is now possible to have a quote for a client ready the moment you create an assignment       Volum...
Thu, 16 Sep, 2021 at 11:10 AM
How to change the currency of the quote
To change the currency, open the quote and select "Edit". Press on the currency of the quote and the change it.
Mon, 13 Sep, 2021 at 10:49 AM
Finances/Overview
3 tabs are available in the Finance section: Quotations Give an overview of all quotations and their status. Each quotation has a context menu, with t...
Mon, 13 Sep, 2021 at 10:49 AM
Quote Detail screen (View)
To avoid making mistakes, we recommend to open the Quote detail screen in View State. Find the following details on top of the screen: Back to Finance...
Mon, 13 Sep, 2021 at 10:50 AM
Quote Detail screen (Edit)
In Edit mode, the information of the Quote detail screen can be changed: At the top, the following informations are editable: Notes: here you can ente...
Mon, 13 Sep, 2021 at 10:51 AM
Order Detail screen (View)
The Order Details screen is automatically in View mode The Order screen is similar to the Quote screen: At the top: General Order details In the middl...
Mon, 13 Sep, 2021 at 10:52 AM
Order Detail screen (Edit)
Similar to the Quotation, the Order details can also be edited. In the top this can be; Notes: Enter a note that you want to show on the Invoice PDF C...
Mon, 13 Sep, 2021 at 10:53 AM
How to set up mark-up % for assignments, service groups, and services
When editing services or assignments, users can now specify the mark-up % for assignments, service groups, and services. To edit the mark-up for assignm...
Mon, 13 Sep, 2021 at 10:53 AM
How to add an email address in Bcc for outgoing quotes and invoices
This feature provides the option to define a default list of email addresses that will always receive a copy of a quotation (e.g., a supervisor) or a copy o...
Thu, 16 Sep, 2021 at 11:04 AM