Admin Tasks
Last updated
Last updated
The Admin Tasks section organizes all the administrative aspects of the assignment, ensuring that each task is tracked and completed.
The first tab, ToE & Amendments, focuses on tasks related to the Terms of Engagement and any necessary amendments.
Level of Completion: This displays the overall progress of all admin tasks, helping you to quickly see how much work is still required.
Tab System: Allows you to navigate between different sections of the admin tasks, such as ToE & Amendments, Invoices, Payment, and Audit Trail. Each tab focuses on a specific area of administrative management.
Amend ToE: Clicking this button allows you to make amendments to the Terms of Engagement. This functionality is crucial for keeping the terms up-to-date and aligned with any changes that occur during the assignment.
Contractual Tasks Table: This table lists all the contractual tasks that need to be completed. Each task is accompanied by relevant details such as the generated document and the expected completion date.
Task Status: Indicates the current status of each task, making it easy to track what has been completed and what is still pending.
Actions Icons:
Download Uploaded Document: Allows you to download the document that has been uploaded for the task.
View Uploaded Document: Opens the uploaded document for viewing.
Assign Task: Lets you assign the task to a specific user.
Upload Signed Documents: Enables you to upload signed documents to complete the task.
This structured approach ensures that all administrative tasks are managed efficiently, keeping the assignment on track and compliant with all contractual requirements.
More about this ToE and Amendments tab:
The Invoices tab within the Admin Tasks section is designed to provide a centralized location for managing all invoices generated as per the Terms of Engagement (ToE) requirements. This ensures that all billing activities are tracked and managed efficiently.
Invoices Table: This table lists all the invoices associated with the assignment. Each row in the table represents an individual invoice and includes details such as the invoice number, status date, and the total amount including taxes.
Download Invoice Action: The action icon allows you to download the invoice. Clicking this icon will open or save the invoice document to your device, making it easy to access and share as needed.
This tab helps keep all invoicing details organized, ensuring that you can easily find and manage the financial aspects of the assignment.
The Payment tab is designed to help you record received payments and track the outstanding balances owed by clients to the agency. This ensures that all financial transactions are accurately monitored and managed.
Record Payment: Click this button to record a new payment received from the client.
Payments Table: This table lists all the payments that have already been made. Each row represents an individual payment, including details such as the date, invoice number, amount due, transferred amount, payment type, and actions.
Actions: The icons here allow you to edit or delete a recorded payment.
Payment Details Table: This table provides a detailed breakdown of the payments, including the initial ToE amount, amendments, total due, total received, and the remaining balance.
Settlement Feature: This feature is used to address small discrepancies that may arise due to rounding errors or bank fees. It allows you to bring the balance to zero, ensuring that the financial records are accurately balanced.
This tab is crucial for keeping track of all financial transactions related to the assignment, ensuring that all payments are properly recorded and outstanding balances are effectively managed.
More about this Payment tab:
The Audit Trail tab is a place to add reminders and record entries into the audit trail list. This tab ensures that all significant events and changes are documented for accountability and transparency.
Add Reminder: Click this button to add a new reminder. Reminders are useful for ensuring that important audit trail events are not overlooked and are recorded timely.
Audit Trails Table: This table lists all the audit trail events that need to be recorded. Each row represents a specific event, including details such as the date, type, target property, interaction type, status, and user involved.
Actions: The icons in this column allow you to edit, delete, or record an audit trail event. This functionality ensures that each event is accurately documented and can be managed efficiently.
This tab is essential for maintaining a comprehensive record of all significant events related to the assignment, ensuring that all actions and changes are transparently and accurately recorded.
More about this Audit Trail tab: