Financial overview
The tab Financial overview shows a financial documents, such as expenses, damages, settlements, and attorney fees, related to selected Case (shown in toolbar).
Documents view can be filtered and reviewed.
 |
HINT
For practical use cases showing how to use features of Cases, see the chapter Cases in user manual.
|
We access Financial overview in Cases toolbar after we select the Case from Cases list.
Below is a description of the form's features:
In Toolbar we can access the following tabs related to the case:
Toolbar also contains below feature:
Filter bar with below display options.
|
Search
|
Search by entering text. |
| Customer |
Filter documents by subjects from Subject register. |
| Date from |
Date of receiving the document. |
| Date to |
Document due date. |
List of Case Financial documents with the following information:
|
Number
|
Consecutive document number.
Clicking on the document number opens document with details from the database.
|
|
Name
|
Document description.
|
|
Date
|
Date of receiving the document.
|
|
Customer
|
Entity billed for goods or services from Subject register.
|
|
Recipient
|
Entity designated to receive the goods or services from Subject register.
|
| Line |
Positions of an invoice. |
|
Department
|
Issued department.
|
| Items |
Billed service or goods from Item register. |
|
Quantity
|
Quantity of Items.
|
|
Currency
|
Sales price currency.
|
| Sales price |
Itmes sales price from Item register. |