Follow-up
Use the Follow-up module to view the items that you need to follow-up on. It contains the following submodules:
- Billable Jobs with Open Price Quotes
- CRM Activities for Follow-up
- Completed Tasks Awaiting Closure
- Active Jobs with Overdue End Date
- Billable Jobs Ready for Invoicing
- Debtors with Due Payments
- Expense Entries under Preparation
- Invoices Approved and Ready to be Finalized
- Job Custom Codes Setting
- Jobs with Missing Dimension Values
- Monthly WIP Adjustments Follow-up
- My Overdue Tasks
- Revenue Forecast
- Open Purchase Orders
- Open Sales Invoices
- Partially Settled Purchase Orders
- Project Posting
- Proofs not Related to a Job
- Purchase Orders Ready to be Settled
- Rejected Entries
- Resources under Preparation
- Sales Invoices Ready to be Printed
- Sales Invoices under Preparation
- Subscription Agreements Ready for Billing
- Tasks not Fully Booked Capacity Need
- Yesterday’s Time Entry
- Related Topics:
- Billable Jobs with Open Price Quotes
Use Billable Jobs with Open Price Quotes under Tasks to view and follow up on billable jobs with open price quotes. It enables you to open client cards, company cards, price quotes, and resource cards. You can also view, which approvers have and have not approved the open price quote. - CRM Activities for Follow-up
Use CRM Activities for Follow-up under Tasks to view and follow up on CRM activities. It enables you to add new and next activities and open, as well as update prospect cards, resource cards, and activity cards. - Completed Tasks Awaiting Closure
Use Completed Tasks Awaiting Closure under Tasks to view and follow up on completed tasks that are awaiting closure. It enables you to view task cards and mark completed tasks as closed or done. - Active Jobs with Overdue End Date
Use Active Jobs with Overdue End Date under Tasks to view and follow up on jobs with overdue end dates. It enables you to change the end dates, open job cards, and view job properties. - Billable Jobs Ready for Invoicing
Use Billable Jobs Ready for Invoicing under Tasks to view and follow up on billable jobs that are ready for invoicing. It enables you to open job cards, company cards, and resource cards. - Debtors with Due Payments
Use Debtors with Due Payments under Tasks to view and follow up on debtors with due payments. It enables you to open invoice cards and debtor cards. - Expense Entries under Preparation
Use Expense Entries under Preparation under Tasks to view and follow up on expense entries that are under preparation. It enables you to add, delete, update, approve, and reject expense entries. You can also upload and download receipts, add and remove approvers, and view and respond to expense entry-related conversations. - Invoices Approved and Ready to be Finalized
Use Invoices Approved and Ready to be Finalized under Tasks to view and follow up on approved invoices that are ready to be finalized across all jobs and clients. It enables you to add invoice numbers, attach invoices to email messages, and create electronic invoices. - Job Custom Codes Setting
Use Job Custom Codes Setting under Tasks to view and follow up on job custom codes settings. It enables you to edit or identify values and open resource, customer, and job cards. - Jobs with Missing Dimension Values
Use Jobs with Missing Dimension Values under Tasks to view and follow up on jobs with missing dimension values. It enables you to update the dimension values and open job, resource, and client cards. - Monthly WIP Adjustments Follow-up
Use Monthly WIP Adjustments Follow-up under Tasks to view and follow up on open jobs with expenses that have not been adjusted. It enables you to recognize revenue at the frequency determined by your agency. - My Overdue Tasks
Use My Overdue Tasks under Tasks to view and follow up on your overdue tasks that you need to complete. It enables you to mark your tasks as done or complete, open job and resource cards, and open or update task cards. - Open Purchase Orders
Use Open Purchase Orders under Tasks to view and follow up on open purchase orders. It enables you to open job cards and purchase orders and view, which of the approvers have and have not yet approved the purchase order. - Open Sales Invoices
Use Open Sales Invoices under Tasks to view and follow up on open sales invoices. It enables you to open job and invoice cards. - Partially Settled Purchase Orders
Use Partially Settled Purchase Orders under Tasks to view and follow up on partially-settled purchase orders. If you know that you will not receive additional creditor invoices, you can settle the partially settled purchase order in this submodule. You can also print purchase order reports and open job cards. - Project Posting
Use Project Posting under Tasks to view and follow up on project posting types. It enables you to book transactions and view project posting information. - Purchase Orders Ready to be Settled
Use Purchase Orders Ready to be Settled under Tasks to view and follow up on purchase orders that are ready to be settled. It enables you to settle purchase orders and print purchase order reports. You can also view a list of unsettled purchase orders. - Rejected Entries
Use Rejected Entries under Tasks to view and follow up on rejected entries. It enables you to clear the rejected entries and retag them as under preparation or status 10. You can also start a conversation with the resource who rejected your entries. - Resources under Preparation
Use Resources under Preparation under Tasks to view and follow up on resources that have been added but are pending approval or rejection. It enables you to approve or reject resources, make resources active or inactive, and view resource information. - Revenue Forecast
Use Revenue Forecast under Tasks to view and follow up on gross and net revenue forecasts. It enables you to view jobs, pipelines, and inter-company jobs and open job cards and manage viewers and the person responsible for jobs or pipelines of new revenue forecast clients. - Sales Invoices Ready to be Printed or Emailed
Use Sales Invoices Ready to be Printed or Emailed under Tasks to view and follow up on invoices that are ready to be printed or emailed as attachments. It enables you to approve invoices, print invoice reports, and email invoices as attachments. - Sales Invoices under Preparation
Use Sales Invoices under Preparation under Tasks to view and follow up on sales invoices that are under preparation or status 10. It enables you to open invoice and job cards. - Subscription Agreements Ready for Billing
Use Subscription Agreements Ready for Billing under Tasks to view and follow up on subscription agreements that are ready for billing. It enables you to create new invoices, open the invoice dialog box, email invoices as attachments, and view subscription agreements. - Tasks with not Fully Booked Capacity Need
Use Tasks with not Fully Booked Capacity Need under Tasks to view and follow up on tasks with resources who have not utilized their booked hours and have not yet completed their tasks. It enables you to open task cards and mark tasks as done or complete. - Yesterday's Time Entry
Use Yesterday's Time Entry under Tasks to view and follow up on time entries that have been logged for the previous day. It enables you to open job cards, task cards, and client cards. - Revenue Adjustment Dialog Box
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Parent Topic: Tasks