v0.1.1
Liam
Regularly collect paid invoices to ensure the finance department receives them on time and manage invoice data
🤖 Automation
Automatic invoice collection
Invoice management
To facilitate the work of finance managers and administrative staff, the system will automatically collect paid invoices on a regular basis according to your settings. This ensures that the finance department receives invoices in a timely manner and effectively manages invoice data.
The template includes a data table and an automation task.
Install this template into your Bika Space. If you need to manage multiple projects simultaneously, you can install this template multiple times. One template corresponds to one project.
You need to invite the finance manager to join the Space. You can set the role to "Finance Manager" and then create an invitation link.
Enter the editing interface of the Automatic Invoice Collection automation task, where you can modify the task's trigger conditions and execution actions. If not set, it defaults to automatically sending reminders at 10 AM on the 25th of each month.
Set the corresponding payer information in the invoice management so that it can be used when collecting invoices. If not set, the invoice collection function will not work properly.
We have enabled the Automatic Invoice Collection automation task by default. You can check whether the reminder notification is successfully sent at 10 AM on the 25th of each month. You can also click "Run Now" to test whether you receive the reminder notification.
Payers can submit invoices through the collection reminders they have received, and the system will automatically add the invoices to the "Invoice Management" data table.
After the payer submits the invoice, the finance manager will receive a reminder that the invoice has been submitted and needs to confirm whether the submitted invoice is correct.
In invoice management, you can view all submitted invoice information, including invoice status, submitter, submission time, etc.
This template is very suitable for:
How to change the reminder time and frequency?
You can modify the time and frequency of the trigger conditions in the automation task editing interface. The automation task is executed according to the set time and frequency, and then sends reminder notifications.
What if I want to stop sending reminders automatically?
You can turn off the switch on the automation page to stop sending reminders automatically.
How to view and manage invoice data?
All submitted invoice information will be stored in the Invoice Management data table, and you can view and manage this data at any time.
v0.1.1
Liam
Regularly collect paid invoices to ensure the finance department receives them on time and manage invoice data
🤖 Automation
Automatic invoice collection
Invoice management
To facilitate the work of finance managers and administrative staff, the system will automatically collect paid invoices on a regular basis according to your settings. This ensures that the finance department receives invoices in a timely manner and effectively manages invoice data.
The template includes a data table and an automation task.
Install this template into your Bika Space. If you need to manage multiple projects simultaneously, you can install this template multiple times. One template corresponds to one project.
You need to invite the finance manager to join the Space. You can set the role to "Finance Manager" and then create an invitation link.
Enter the editing interface of the Automatic Invoice Collection automation task, where you can modify the task's trigger conditions and execution actions. If not set, it defaults to automatically sending reminders at 10 AM on the 25th of each month.
Set the corresponding payer information in the invoice management so that it can be used when collecting invoices. If not set, the invoice collection function will not work properly.
We have enabled the Automatic Invoice Collection automation task by default. You can check whether the reminder notification is successfully sent at 10 AM on the 25th of each month. You can also click "Run Now" to test whether you receive the reminder notification.
Payers can submit invoices through the collection reminders they have received, and the system will automatically add the invoices to the "Invoice Management" data table.
After the payer submits the invoice, the finance manager will receive a reminder that the invoice has been submitted and needs to confirm whether the submitted invoice is correct.
In invoice management, you can view all submitted invoice information, including invoice status, submitter, submission time, etc.
This template is very suitable for:
How to change the reminder time and frequency?
You can modify the time and frequency of the trigger conditions in the automation task editing interface. The automation task is executed according to the set time and frequency, and then sends reminder notifications.
What if I want to stop sending reminders automatically?
You can turn off the switch on the automation page to stop sending reminders automatically.
How to view and manage invoice data?
All submitted invoice information will be stored in the Invoice Management data table, and you can view and manage this data at any time.
