DataClosing

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DataClosing allows you to close (they are subsequently permanently unmodifiable & non-deletable) the following documents:

• Timesheets

• Expense notes 

• Invoices (the state and date of received payment remain the only editable fields)

Authorize your managers and/or resources to access it by going to your Administration > Apps/Marketplace > Dataclosing 

Click on the access configuration button and indicate who will have access to the App.

• By choosing "Accessible for all managers": all your collaborators with a Manager account can use the App.

• By choosing "Accessible only for authorized managers": it's up to you to activate the App for the managers of your choice directly in the Managers/Roles > Manager or Role card > Apps tab, then check at the end of the corresponding line.

Viewing documents

Authorized managers only need to go to the application to access the list of closed documents (depending on their access rights).

Closing a document

 To close a document: 

1. Choose the desired document category from timesheets, expense reports, or invoices.
2. Use the filters to select the perimeter and period concerned.
3. Click on the checkbox on the left to individually or in bulk select the documents to be closed.
4. Click on the edit button and indicate "yes."