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Review the Financial Documents of a Trip
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Navigate to a trip and find click on or scroll down to the Financial Documents related list
You will find a list of all Financial Documents related to that Trip
If present, click the 'Go to List' link to view all documents
Click on a Document Number to review the Financial Document
Generate a
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Financial Document and Send It to the
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Client
Navigate to a trip and click the Financial (FIN) button at the top of the page to access the Financial Module (screenshot 1)
Use the radio buttons to select the type of document you want to generate (screenshot 1-1)
Tick the Show 'Cancelled/All' checkbox (screenshot 1-2) if you want to display cancelled items on the list
Select which services to add to the quote (screenshot 1-3) and which services to display on the quote as a separate item (screenshot 1-4)
Select which items to add to the financial document (screenshot 1-5)
Click Next (screenshot 1-6)
Select the invoice-to party (screenshot 2-1), currency (screenshot 2-2) and document date (screenshot 2-3)
If required, add a description (screenshot 2-4)
You can find the gross margin and total amount on the top right (screenshot 2-5) and on the bottom of the table (screenshot 2-6)
Check the VAT box to add the cost of VAT to each line item (screenshot 2-7)
If required, you can modify the Unit, Quantity, Unit Cost, Cost, Disc / Marg %, Disc / Marg, Sub Total, and Total amounts; the other values will be recalculated accordingly
Click Save (screenshot 2-8) to save the document and continue working
Click Save and Preview (screenshot 2-9) to save the document and go to its preview or click Publish (screenshot 2-10) to publish the document directly and view it
Alternatively, click Delete (screenshot 2-11) to delete this document if it has been saved, or Cancel (screenshot 2-12) to discard your changes and go back to the trip
From the preview or view screen, review the recipients and click Send
Please note that, even if a document is sent out to the invoice-to party, it will not be published to the trip until the Publish button is pressed
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