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First the invoices need to be generated. This can be done manually. Revenues can also be generated automatically, based on contracts / agreements

Step 1: Add Cost / Revenue,

In Dossier, select the Cost-Revenue tab and add a Cost / Revenue. The C/R field determines whether it will be a cost or a revenue.

When finished, the Status is: Open

Step 2: Revenues to process,

From the action button, select: Revenue to process.

When done, the status is: To Process

Step 3: Generate Outgoing invoice,

From the action button, select: Generate Outgoing Invoice.

When done, the status is: Invoiced

Step 4: Outgoing Invoices,

Go to Invoices, and select the invoice. The current status is Open. You can right click and select 'Outgoing Invoices' or edit the invoice and select 'Outgoing Invoices' from the action button.

A popup appears and select 'Invoice'.

A next popup appears and select 'Execute'.

When done, the status is: Printed

Step 5: Send to Financial Portal

You can right click and select 'Send to financial Portal' or edit the invoice and select 'Send to financial portal' from the action button.

Go to Financial portal and see:

Step 6: export to Financial App

 


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