Follow-up

Use the Follow-up module to view and manage billable jobs with open price quotes, CRM activities for follow-up, completed tasks that are awaiting closure, active jobs with an overdue end date, billable jobs that are ready for invoicing, debtors with due payments, expense entries that are under preparation, invoices that are approved and ready to be finalized, job custom code settings, jobs with missing dimension values, monthly WIP adjustments follow-up, overdue tasks, net revenue forecasts, open purchase orders and sales invoices, partially settled purchase orders, project postings, proofs that are not related to jobs, purchase orders that are ready to be settled, rejected entries, resources that are under preparation, sales invoices that are ready to be printed and emailed, sales invoices that are under preparation, subscription agreements that are ready for billing, tasks with not fully booked capacity need, and yesterday's time entries.