Follow-up

Use the Follow-Up submodule in the Tasks module to view the items that you need to follow-up on. It provides the following:

• 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