This article will walk you through navigating the new Invoice module in Ecotrak 2.0.
Step 1: After logging in to Ecotrak, you will navigate to the Invoice module by clicking on the Invoice tab found in the "Menu Bar" on the left side of the page or on the Invoice button at the top of the page.
Step 2: Once in the Invoice module, you will see a list of all Invoices along with the work order and location related details for each Invoice.
Step 3: At the top of the Invoice window, you will see various drop down search filters to help you find the proposal(s) you are looking for. They are:
Created Date / Approved Date
Date Range
Category
Status
You will also see the Download button, Search bar and Search button, and the New Filter button.
The New Filter button allows you to create and save a customized filter. For more information on how to create a custom filter, click here:
You will also see the View Column Button which will allow you to hide or show the columns on the module.
You can just select which columns to hide and to view. You can also view if the WO is a PM work order by adding the PM ID column.
As well, you will find the Assigned To Me toggle switch.
Step 4: At the bottom of the Invoice window, you will see the ability to change the amount of rows shown per page.
Step 5: To open up an Invoice, you will click on the Invoice ID. Doing so will open up the Invoice Details.
Step 6: Once you click the Invoice ID, you will see the Invoice Details. In this screen, you will find all the information related to the Invoice. At the top, you will find the information related to the: Invoice Status, Location, Asset, Service Provider, & Category type. You will also find the Invoice status update action buttons; Accept, Reject, & Invoice Not Required, and the Add Comment action button.
Step 7: Beneath the initial Invoice Details, you will find information regarding Asset Group, Trade type, Problem type, Location details, Contact details, and Descriptions. As well, you will find the Invoice total and cost breakdown.
Step 8: On the top right side of the Invoice Details page, you will see the follow links: Work Order, Asset, and Location. You will also see the Edit button (the pencil), and the Return button (the arrow pointing left).
Step 9: At the top of the page, you will see the following four tabs: Details, Attachments, Comments, & Activity.
The Details tab will show you the Invoice Details.
The Attachments tab will show you all attachments and allow to you upload a new attachment.
The Comments will show you all messages between customers and service providers on this invoice.
The Activity tab will show you a history of all activity taken on this invoice.