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