Financial Accounts and Invoicing

This module installs the following features to your Asset Management company project.

This module has no description.

This module has the following properties.

Property	Value
Name	Financial Accounts and Invoicing
Code	`modules_financialAccountsInvoicing`
Type	Module

This module has no dependencies.

The following dashboard card configurations are installed by this module.

Name	Code
Finance	`cards_financialAccounts`

The following designs are installed by this module.

Name	Code
Financial Account Addresses	`designs_financialAccountAddresses`
Account Invoices	`designs_accountInvoices`
Job Work Unit Invoice Lines	`designs_jobWorkUnitInvoiceLines`
Ad-hoc Invoice Lines	`designs_adHocInvoiceLines`
Account Invoice Reports	`designs_accountInvoiceReports`
Account Payments	`designs_accountPayments`
Account Credit Notes	`designs_accountCreditNotes`
Account Pricing	`designs_teamPricing`
Account Pricing Bands	`designs_pricingBand`
Financial Years	`designs_financialYears`
Tax Rates	`designs_taxRates`
Account Invoice Statuses	`designs_accountInvoiceStatuses`
Account Invoice Status Types	`designs_accountInvoiceStatusTypes`
Job Work Unit Invoice Statuses	`designs_jobWorkUnitInvoiceStatuses`

The following interfaces are installed by this module.

Name	Code
Financial Accounts	`designInterfaces_financialAccounts`
Account Transactions	`designInterfaces_accountTransactions`
Account Debit Transactions	`designInterfaces_accountDebitTransactions`
Account Credit Transactions	`designInterfaces_accountCreditTransactions`
Account Invoice Lines	`designInterfaces_accountInvoiceLines`
Work Unit Pricing	`designInterfaces_workUnitPricing`
Job Work Unit Invoicing	`designInterfaces_jobWorkUnitInvoicing`

The following items are created by this module. Download a CSV file to see their IDs and attribute values.

If an item ID is suffixed with a :comment, exclude it when using the ID for any purpose, e.g. 5c9d07d18557754f11f03bf6:Vehicle Type.

Destination design	Collection	Context	File
Report Types	`Live`	`Module`	reportTypes.csv
Tax Rates	`Live`	`Module`	taxRates.csv
Account Invoice Statuses	`Live`	`Module`	accountInvoiceStatuses.csv
Account Invoice Status Types	`Live`	`Module`	accountInvoiceStatusTypes.csv
Job Work Unit Invoice Statuses	`Live`	`Module`	jobWorkUnitInvoiceStatuses.csv

The following permission user groups are installed by this module.

Name	Code
Financial Account Viewers	`userGroups_financialAccountViewers`
Financial Account Managers	`userGroups_financialAccountManagers`

The following workflows are installed by this module.

Name	Code
Invoice Calculation	`workflows_invoiceCalculation`
Invoice Line Calculation	`workflows_invoiceLineCalculation`
Invoice Payments	`workflows_invoicePayments`