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Central management of additional services.
As soon as at least 10 additional services have been created, they are now listed under "Projects" > "Additional Services" (1). Additional services can be centrally managed in this list:
- Filter: Numerous filter options - e.g., by customer, project management, or search term. (3)
- Sort: Sort columns in ascending and descending order.
- Receipt info: Display whether a receipt is available - it can be accessed directly from the list by clicking on the icon.
- Incoming invoice: Display whether an incoming invoice with supplier is assigned.
- Group affiliation: Display of the cost group (if present in the project).
- Edit: Adjust, copy, and rebook additional service as in the project.
- Create: Create new additional services
- Export: Export filtered additional services specifically. (5)
English image not yet available...Recurring additional services (2 > 4)
Recurring additional services are your recorded "triggers" that automatically create the additional services according to the settings. They can also be centrally monitored and managed under the "Additional Services" section:
- Filter: Numerous filter options - e.g., by customer, project management, or search term. (3)
- Sort: Sort the columns in ascending and descending order.
- Edit: Adjust and copy recurring additional service as in the project.
- Create: Create new recurring additional services.
- Export (5)
