Validating services

DMF

1921** WEB PORTAL VALIDATE SERVICES *

Akuiteo allows you to bill services carried out (for example a payslip or a final settlement) by tracking the produced quantities on services as well as the employee's timesheet entries. The produced quantities are then used for billing the customer, depending on the service produced.

Services are entered from a quotation containing service lines. A set up must be done beforehand from the Desktop Application. This service quotation must be Signed to enter services. Once the service is specified by the employee, it is sent to the manager so they can validate it and to bill it to the customer. The employee can modify the service at any time, as long as it has not been validated, denied or billed.

Reference

For more information about the creation of a quotation containing service lines and the associated setup, see Creating a quotation;

For more information about billing services, refer to FacturationPrestationsDevis batch.

For more information about services declaration by an employee, see Services.

Services are validated, denied or billed from the Manager module > Services menu.

Prerequisite: The service must be in the Not validated Status and on timesheet entry must have been entered by the employee.

A manager can view time entries specified by an employee on a service.

1 Click on then on Display timesheet entries for the desired line.

The Service time spent window opens.

2 In this screen:
  • Click on then on Modify to modify the time entry linked to the selected service.
  • Click on then on Duplicate to duplicate the time linked to the selected service.
3 Click on Save.

Modifications are taken into account and the employee's Calendar is updated.

Prerequisite: The service must be in the Not validated Status.

1 Click on on the desired approval then on Add multiple time entries.

A window opens.

2 Fill in the following fields:
  • Date;
  • Duration;
  • Location.
3 Click on:
  • + Add timesheet entry to add a timesheet entry.
  • to delete a timesheet entry.
4 Click on Save.

Time entries are added to the employee's Calendar for the specified dates.

Prerequisite: The service must be in the Not validated Status.

1 Click on for the desired line.

The declaration window opens.

2 Modify the desired information.
3 Click on Save.

The service is modified.

Note

It is possible to modify multiple timesheet entries on a service if the manager has the 192106 WEB PORTAL VALIDATE SERVICES ADD MULTIPLE TIME ENTRIES.

DMF

192101 WEB PORTAL VALIDATE SERVICES VALIDATE ALL SERVICES

192103 WEB PORTAL VALIDATE SERVICES VALIDATE SERVICES AS LINE MANAGER

192104 WEB PORTAL VALIDATE SERVICES VALIDATE SERVICES AS PROJECT MANAGER

Prerequisite: The service must be in the Not validated Status.

1 Click on in the Actions column for the desired line.

A window opens.

2 Confirm the action.

The service is validated.

1 Click on in the Actions column for the desired line.

A window opens.

2 Confirm the action.

The service is denied.

DMF

192101 WEB PORTAL VALIDATE SERVICES VALIDATE ALL SERVICES

192103 WEB PORTAL VALIDATE SERVICES VALIDATE SERVICES AS LINE MANAGER

192104 WEB PORTAL VALIDATE SERVICES VALIDATE SERVICES AS PROJECT MANAGER

Prerequisite: The service must be in the Not validated Status.

1 Click on the boxes on the left of the lines to select.
2 Click on Validate selection at the right of the search bar.
3 Confirm the validation.

The selected services are validated.

1 Click on the boxes on the left of the lines to select.
2 Click on at the right of the search bar.
3 Confirm the denial.

The selected services are denied.

Prerequisite: At least one Service type report template must be set up.

One service

1 From the line of the desired service, click on in the Actions column then click on Publish.
2 Select the printing Template in the drop-down list, then choose the printing format.

The formats available depend on the report templates set up from the Desktop Application.

3 Click on Validate.

The service is published and saved on your computer.

Multiple services

1 Check the desired lines then click on at the top right of the table.
2 Select the printing Template in the drop-down list, then choose the printing format.

The formats available depend on the report templates set up from the Desktop Application.

3 Click on Validate.

The service is published and saved on your computer.

Prerequisite: The service must be in the Denied or Validated Status.

1 Click on in the Actions column for the desired line.
2 Click on Reset.

A window opens.

3 Confirm the action.

The service is back to the Not validated Status.