Invoicing root folder
Additional feature that creates a set of folders for invoicing
Operating mode
Cloud Suite
On-Premises
Modules
All
This application is an Additional Feature. The corresponding config set can be found here.
To edit and access the folder, the users must be assigned to the Folder access invoicing user group.
Application
This additional feature creates the root folder invoicing with the following subfolders:
| Invoice search | Sql folder for filtering Invoices according to the following criteria: 
|
| Projects with open fees | Sql folder for filtering projects according to the following criteria:
|
| All provisional invoices | Sql folder that shows all Invoices that have not been charged and are not marked as proforma. |
| All open invoices | Contains all cleared invoices for which the “Paid” checkbox is not set. Proforma |
| All overdue invoices | Contains all cleared invoices for which the “Paid” checkbox is not activated and for which the due date has passed. Proforma |
| Paid invoices | Sql folder that shows all paid invoices with invoice date for a selected period. |
| Analysis of sales by customer | Sql folder that shows all companies that are registered as customers of a project and their sales from final invoices in the specified period.
 |
Download
Important information before import can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.
The exact import process can be found in the Articles about the config sets.
Download the additional feature with the following download link:
| Version Requirement | Download |
|---|---|
| 6.7.0.17 | Configset_rootinvoicing.xml |