Finance
Articles related to the finance section of Reedge, think of quotes, invoices, currencies.
As for the moment, the prefix can only be adjusted by the admin.
Wed, 1 Apr, 2020 at 10:25 AM
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
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
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
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
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
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
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
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
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