Preliminaries
Understand Assets
UNderstand Admin Porta;
Received a Project costs
Preliminaries
Understand Assets
UNderstand Admin Porta;
Received a Project costs
Go to the Financials tab in Admin: https://app.arcanary.com/financials
Add new
Project Information
make sure the project has and ADMIN FOLDER (by looking at the ID)
make sure that if allocated to a stakeholder, there is an ID
Invoice Information
Payment Information
remember to add comments on the status about when was paid, if is allocated....
Drag a copy of the expense into the invoice form for easy access
Save
Open the folder that has been automatically created (if relevant) and drag another copy there
Forward the invoice to hubdoc.94f7@app.hubdoc.com and add: Project | Cost Type | Payment status
coming soon