Fehlermeldung und oder Benachrichtigung wenn Personen keinen Fakturassätze zugeordnet sind | Voters

Error message and/or notification when people are not assigned billing rates

Vanessa Rudolph

In the case of contracts with contract-specific billing records, the project management and the accounting team should receive a notification if these billing records have not been assigned to employees.

Created by David Wurth

May 9, 2023

Arne Semmler

Suggestion for display in contract structure see below - on Hover via warning triangle “One or more employees were not assigned to a billing rate; billing amount is likely to be displayed too low”: When clicking on Warning Triangle/Amount => Jump to the Contract Billing Rates tab.

Vanessa Rudolph

Arne Semmler: Yes that would be a good start, that's how you stumble across it right away when you're in the contract

Arne Semmler

You currently receive an error message if you want to create an invoice that contains services billed according to expenditure, to which employees have posted without an associated billing rate - in which cases do you still need to be warned? Is it about displaying the billing amount in the contract structure? Exporting the time journal? I personally would not find a notification by email or the like so convenient, as it would then be necessary to clarify and adjust again who should receive this notification.