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ProjeQtOr free project management software - "Expenses financial situation" screen stays blank - ProjeQtOr
 

"Expenses financial situation" screen stays blank

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30 Aug 2022 17:34 #1 by jeanmoulin
Hello

I activated the financial module : Expenses, incomes and financial situation
The user I use is an admin user : he's got access to all the screens as well as all the data with "Gestionnaire+" level of privilege

I inputted data in the expenses sections : project expenses, , individual expenses, orders to provider, provider bills

ii works fine

but when I go into the "financial situation", on the ""Expenses financial situation" nothing is displayed, even if in the user guide it is said that "orders to provider" and "provider bills" should be displayed on that screen

I checked all over the right management section, I made sure I didn't had a filter set-up ....  and I couldn't get projector to display something in this screen

Any idea why ??

see attachements : attach-1.jpg : a provider bill  and attach-2.jpg : the ""Expenses financial situation" bill


Regards

 
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30 Aug 2022 20:13 #2 by babynus
Financial Situation is a very specific feature : on almost every Financial item (except expense), you can define and historise Financial situation

Then, you'll see for each project having some finacial situation de last situation for the project, and when you click, you have access to the detail 

Babynus
Administrator of ProjeQtOr web site
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31 Aug 2022 09:39 #3 by jeanmoulin
OK, I get it (Well I think I get it) . Then it is only if in the item (for instance in an 'order to provider') some data has been inputed in the part 'historique des situations du dossier financier' that something will show up in the 'financial situation' screens.

I have to play with it and figure out if it might be useful to me, I'm not sure

But it could be useful to explain this a little bit bette in the user manual

Thank you for your answer

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