Labels in the Invoice window
The Labels feature in the Invoice window is used to mark up invoices to make them easier to find.
Click the button at the top of the invoice window to select a label.
There are six standard labels in different colors that can be used by clicking on them. The label is then displayed in a separate column on the invoice in the work queue window. To remove a label from the invoice, click on the drop list and select the Remove Label option.
Create your own labels
You can also create your own labels by clicking the plus sign next to one of the colors. On the form that opens, you can then enter the text you want on the label. In order for the label to be available in all companies, you check the System box, if you don't check that box the label is only available in the company to which the invoice belongs.
|To change or remove a label from the list, click the pen next to the label.|
Labels in the Work-queue window
In the Work-queue window it's possible to only view invoices with a specific label. Click the Filter button at the top of the page and select the label from the drop list. To select a company-specific label, you must first select company in the drop-down list on the left.
Permissions for Labels
Permissions for creating / removing labels are set at the role level.
Go to Organisation - Roles and open the role that should have the right. The right to create labels for all companies, ie to check in the System box on the label form, is set by checking the Label right box at the top of the role form.
The right to create labels in individual companies is under Role properties for company
- Select company on the tab The role's companies
- Click on the tab Other access rights
- Check the box Label Right