⚙️How is the function "Release to invoicing in Flex HRM Travel" used?

Release to invoicing

Under Administration – Actions processed – Release to invoicing.

In this function, the times in the time reports and/or the travel/expenses in the travel claims that are marked as billable are released. The time reports/travel claims are then locked and invoice data is created.

The release takes place according to the rules specified under Settings – General – Invoicing.

New

Name of saved filter

Flex HRM allows you to use a saved filter for release to invoicing. In saved filters, you can use dynamic dates, which means the same filter can be used multiple times without needing to make any changes. Here you can name your filter and then save it using the Save filter button at the bottom of the view. All filters saved in this view are personal and are shown only to the user who saved them.

System

Choose whether to release from Time and Travel simultaneously or to release only Time or only Travel.

Release to date

Specify here up to which date the release should be made. All time rows and travel claim rows up to and including this date that have not been released earlier will be released. You cannot specify any from date.

Invoice date

Specify here the invoice date for the time reports to be released. This date is only a marking with the date for the rows you release and does not affect which time or travel claim rows will be released.

Release (button)

Click here to start the release to invoicing.

Selection

Here you specify the desired selection for account codes (such as cost centre, project, customers and articles) as well as employees to include in the release to invoicing.

Company filter (button)

When you click this button, a window opens where you can create and edit release filters for the company. These filters are shown to all users who have access to release to invoicing, but if they choose to save the filter, the saved version becomes a personal filter and does not affect other users. Once you have saved a release selection as a company filter, you can create a new scheduled task running of the release under Administration – Settings – Import/export – Scheduled task runs.

Completed release for invoicing

Here you will find information about releases that have already been completed.

Invoice date

End date

Started

Status

Completed

Amount

Number of rows

“Number of rows” is the number of rows according to the invoice data.

Number of approved rows

Here you can see how many rows from a certain release have been approved (shown only if the function is being used). You can also see how many rows have been exported.

Number of exported rows

If you do not export the invoice data to any financial system but instead print the invoice data to manually enter it in the financial system, it is possible to set up so that printed rows in the invoice data are seen as exported in order to be able to use the above functionality.

Signature

Signature of the user who started the release

Reverse

Click on the icon in the Reverse column if you wish to reverse the current release. The times released on this occasion are then read back and any changes to the days/time rows can be made.

Print