Administrative Follow-Up
Use the Administrative Follow-Up module to view and update entries for follow-up.
The Administrative Follow-Up module 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 this module to monitor jobs, evaluate financial records, or approve requests.
Use the Administrative Follow-Up module 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 under Finance & Administration to view, update, and manage HMRC VAT returns. - Jobs with Expired End Date
Use Jobs with Expired End Date under Finance & Administration to view and update jobs whose end dates have expired. - Changelog
Use Changelog under Finance & Administration to view records of changes that a resource or a group resource applied to records related to jobs, companies, resources, clients, debtors, or creditors. - Finance Accounts for Approval
Use Finance Accounts for Approval under Finance & Administration 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 under Finance & Administration to view, approve, or reject employees' absence entries. - Due Billing Plan for Follow-Up
Use Due Billing Plan for Follow-up under Finance & Administration 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 under Finance & Administration to view and manage billable jobs with open price quotes. - Open Expenditure on Closed Jobs
Use Open Expenditure on Closed Jobs under Finance & Administration to view and manage open expenditure on closed jobs. - Open Job Adjustments
Use Open Job Adjustments under Finance & Administration to view and manage open job adjustments. - Open Material Entries
Use Open Material Entries under Finance & Administration to view and manage open material entries. - Open Mileage Entries
Use Open Mileage Entries under Finance & Administration to view and manage open mileage entries. - Open Personal Expense Entries
Use Open Personal Expense Entries under Finance & Administration to view and manage open personal expense entries. - Open Time Sheet Entries
Use Open Time Sheet Entries under Finance & Administration to view and manage open time sheet entries. - Payment Proposal Approval
Use Payment Proposal Approval under Finance & Administration to view and manage payment proposals. - Rejected Entries
Use Rejected Entries under Finance & Administration to view and manage rejected entries. - Resource Approval
Use Resource Approval under Finance & Administration to view and manage resources for approval. - Resources Under Preparation
Use Resources Under Preparation under Finance & Administration to view and manage resources under preparation. - Subscription Agreements Ready for Billing
Use Subscription Agreements Ready for Billing under Finance & Administration to view and subscription agreements that are ready for billing. - Vouchers On Hold
Use Vouchers On Hold under Finance & Administration to view and manage vouchers on hold. - Ticket Jobs Follow-Up List
Use Ticket Jobs Follow-Up List under Finance & Administration to view and manage support tickets in WorkBook. - Users with No Login Last 30 Days
Use Users with No Login Last 30 Days under Finance & Administration to view a list of users with no login activity for the past 30 days. - Time Entry Statistics
Use Time Entry Statistics under Finance & Administration to view time entry information.
Parent Topic: Finance & Administration