v0.1.2
Liam
為了方便財務和行政人員的工作，系統將根據您的設置，定期自動提醒公司同事收集發票並提交申請。這樣，同事們可以快速拍照上傳發票，幫助財務和行政人員迅速整理發票數據，用於後續的報銷或報稅流程。
🤖 自動化
自動向成員催收發票
成員提交的發票
To facilitate the work of finance and administrative staff, the system will automatically remind company colleagues to collect invoices and submit applications on a regular basis according to your settings. This way, colleagues can quickly take photos and upload invoices, helping finance and administrative staff to quickly collate invoice data for subsequent reimbursement or tax filing processes.
This template includes a database 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.
Enter the edit interface of the Automatic Invoice Collection Reminder for Members automation task, where you can modify the trigger conditions and execution actions. If not set, the default is to send reminders at 10 AM on the 25th of each month.
You can find the Automatic Invoice Collection Reminder for Members automation task on the "Settings" page, click the "Edit" button, and set the reminder time under "Trigger Conditions."
We have already enabled the Upload Invoice automation task by default. You can check if the reminder notification is successfully sent at 10 AM on the 25th of each month. You can also click "Run Now" to test if you receive the reminder notification.
Employees can submit invoices through the received collection reminder, and the system will automatically add the invoices to the Invoices Submitted by Members database.
All submitted invoice information will be stored in the Invoices Submitted by Members database, where you can view and manage it at any time.
This template is ideal for:
How to Change Reminder Time and Frequency?
You can modify the trigger conditions set time and frequency in the automation task edit interface. The automation task executes according to the set time and frequency and then sends reminder notifications.
How to Add New Invoices to the Database?
Open the Invoices Submitted by Members database, click "Add Record" in the toolbar to add new invoices. Alternatively, you can submit through the received task reminders, and the system will automatically add the invoices to the database.
What if I Want to Stop Automatic Reminder Sending?
You can turn off the switch on the automation page to stop automatic reminder sending.
How to View and Manage Invoice Data?
All submitted invoice information will be stored in the Invoices Submitted by Members database, where you can view and manage it at any time.
v0.1.2
Liam
為了方便財務和行政人員的工作，系統將根據您的設置，定期自動提醒公司同事收集發票並提交申請。這樣，同事們可以快速拍照上傳發票，幫助財務和行政人員迅速整理發票數據，用於後續的報銷或報稅流程。
🤖 自動化
自動向成員催收發票
成員提交的發票
To facilitate the work of finance and administrative staff, the system will automatically remind company colleagues to collect invoices and submit applications on a regular basis according to your settings. This way, colleagues can quickly take photos and upload invoices, helping finance and administrative staff to quickly collate invoice data for subsequent reimbursement or tax filing processes.
This template includes a database 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.
Enter the edit interface of the Automatic Invoice Collection Reminder for Members automation task, where you can modify the trigger conditions and execution actions. If not set, the default is to send reminders at 10 AM on the 25th of each month.
You can find the Automatic Invoice Collection Reminder for Members automation task on the "Settings" page, click the "Edit" button, and set the reminder time under "Trigger Conditions."
We have already enabled the Upload Invoice automation task by default. You can check if the reminder notification is successfully sent at 10 AM on the 25th of each month. You can also click "Run Now" to test if you receive the reminder notification.
Employees can submit invoices through the received collection reminder, and the system will automatically add the invoices to the Invoices Submitted by Members database.
All submitted invoice information will be stored in the Invoices Submitted by Members database, where you can view and manage it at any time.
This template is ideal for:
How to Change Reminder Time and Frequency?
You can modify the trigger conditions set time and frequency in the automation task edit interface. The automation task executes according to the set time and frequency and then sends reminder notifications.
How to Add New Invoices to the Database?
Open the Invoices Submitted by Members database, click "Add Record" in the toolbar to add new invoices. Alternatively, you can submit through the received task reminders, and the system will automatically add the invoices to the database.
What if I Want to Stop Automatic Reminder Sending?
You can turn off the switch on the automation page to stop automatic reminder sending.
How to View and Manage Invoice Data?
All submitted invoice information will be stored in the Invoices Submitted by Members database, where you can view and manage it at any time.
