Administrative Follow-Up
Use the Administrative Follow-Up submodule in the Finance & Administration module to view and update entries for follow-up.
The Administrative Follow-Up submodule provides centralized access to all of your Company's financial activities available for follow up.
Depending on your role within your Company, you can use the Administrative Follow-Up submodule to monitor jobs, evaluate financial records, or approve requests.
Use the Administrative Follow-Up submodule to stay on top of your records and ensure that they are accurate and up-to-date.
- Related Topics:
- HMRC VAT Return Approval
Use HMRC VAT Return Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view, update, and manage HMRC VAT returns. - Jobs with Expired End Date
Use Jobs with Expired End Date in the Administrative Follow-Up submodule in the Finance & Administration module to view and update jobs whose end dates have expired. - Changelog
Use Changelog in the Administrative Follow-Up submodule in the Finance & Administration module to view records of changes that a resource or a group resource applied to records that are related to jobs, Companies, resources, clients, debtors, or creditors. - Finance Accounts for Approval
Use Finance Accounts for Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view recently created finance accounts that are awaiting approval. You can also view other information such as the account creator and creation date. - Absence Entries for Approval
Use Absence Entries for Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view, approve, or reject employees' absence entries. - Due Billing Plan for Follow-Up
Use Due Billing Plan for Follow-Up in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage billing plans, as well as create invoices on billing plan amounts. - Billable Jobs with Open Price Quotes
Use Billable Jobs with Open Price Quotes in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage billable jobs that have open Prce Quotes. - Open Expenditure on Closed Jobs
Use Open Expenditure on Closed Jobs in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open expenditure on closed jobs. - Open Job Adjustments
Use Open Job Adjustments in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open job adjustments. - Open Material Entries
Use Open Material Entries in the Administrative Follow-Up submodule in the Finance & Administration module o view and manage open material entries. - Open Mileage Entries
Use Open Mileage Entries in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open mileage entries. - Open Personal Expense Entries
Use Open Personal Expense Entries in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open personal expense entries. - Open Time Sheet Entries
Use Open Time Sheet Entries in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open time sheet entries. - Payment Proposal Approval
Use Payment Proposal Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage payment proposals. - Rejected Entries
Use Rejected Entries in the Administrative Follow-Up submodule in the Finance & Administration module o view and manage rejected entries. - Resource Approval
Use Resource Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage resources for approval. - Resources Under Preparation
Use Resources Under Preparation in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage resources that are under preparation. - Subscription Agreements Ready for Billing
Use Subscription Agreements Ready for Billing in the Administrative Follow-Up submodule in the Finance & Administration module to view and subscription agreements that are ready for billing. - Vouchers On Hold
Use Vouchers On Hold in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage vouchers on hold. - Ticket Jobs Follow-Up List
Use Ticket Jobs Follow-Up List in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage support tickets in WorkBook. - Users with No Login Last 30 Days
Use Users with No Login Last 30 Days in the Administrative Follow-Up submodule in the Finance & Administration module to view a list of users who have no login activity for the past 30 days. - Time Entry Statistics
Use Time Entry Statistics in the Administrative Follow-Up submodule in the Finance & Administration module to view time entry information.
Parent Topic: Finance & Administration