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Financial Management is an optional itmSUITE® module that allows you to invoice at client and manage internal and external costs.
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FM - Financial Management is one of the Optional modules of itmSUITE®. The module is intended to support the execution of processes thanks to the following feature:
  
The itmSUITE® function need to handle the processess are:
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* ''[[Glossary|Client Management]]''
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* ''[[Glossary|Supplier Management]]''
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* ''[[Glossary|Project / Service Management]]''
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* ''[[Glossary|Timesheet Management]]''
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* ''[[Glossary|Billing Management]]''
  
Client
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In the following table the key guides to use ''[[Glossary|SM]]'' are listed:
Supplier
 
Service / Project
 
Timesheet
 
Billing
 
  
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{| class="wikitable"
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! Guide !! Page
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|-
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| Client Management process || [[Client Management]]
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|-
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| Supplier Management process || [[Supplier Management]]
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|-
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| Project / Service Management process || [[Project / Service Management]]
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|-
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| Timesheet Management process || [[Timesheet  Management]]
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|-
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| Billing Management process || [[Billing Management]]
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|}
  
== Client ==
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For basic and cross functionalities of itmSUITE® see also
All the functions present enable an application manager to set:
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* [[Documents management|Managing documents]]
Client Master data
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* [[Filters management|Managing filters]]
Sales Contract
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* [[Grid mode|Managing records in grid mode]]
 
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* [[Messages management|Managing messages]]
== Supplier ==
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* [[Standard mode|Managing records in standard mode]]
All the functions present enable an application manager to set:
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* [[Views management|Managing views]]
Supplier Master data
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: [[More|[More]]]
Purchase Contract
 
 
 
== Service / Project ==
 
At Service Level usually we want to have a clear picture of Costs and Reveniew. To obtain this goal an applciaiton manager has to configure
 
Sales Contract, at project / service level
 
Purchase Contract at resource level
 
 
 
== Timesheet ==
 
Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time and Material the invoice detail.
 
 
 
The main feature available on timesheet are:
 
Manage hours
 
Manage Transfer costs
 
Manage Group Declaration
 
 
 
===Timesheet Manage Group Declaration ===
 
 
 
This feature enable the resource to declare on timesheet the group
 
they were working when they perform the activity.
 
 
 
Form the resource point of view in timesheet, will be possible to set the group
 
the user belongs to. This information can be used to profil costs per group of report.
 
 
 
To enable this feature administrator as to:
 
#1- Enable Group Declaration at company level
 
#2- Define a proper setting at service level
 
 
 
Enable Group Declaration at company level
 
in /General / Company tab Model Options / Timesheet there is a Group Declaration flag that enable the group manament at company level
 
 
 
Project / Service setting
 
The enable the group declaration managent at service level is necessary to configure
 
the following flags in Service tab Settings / Timesheet:
 
#Mandatory group declaration
 
#Group Manager View
 
#Group Manager Approval
 

Versione attuale delle 16:24, 22 feb 2018

FM - Financial Management is one of the Optional modules of itmSUITE®. The module is intended to support the execution of processes thanks to the following feature:

In the following table the key guides to use SM are listed:

Guide Page
Client Management process Client Management
Supplier Management process Supplier Management
Project / Service Management process Project / Service Management
Timesheet Management process Timesheet Management
Billing Management process Billing Management

For basic and cross functionalities of itmSUITE® see also

[More]