2.3 Management Information (admin only)
Invoices are automatically generated in the system when a placement is confirmed. To view a full list of all invoices, select Settings > Management Infor...
Mon, 27 Sep, 2021 at 10:29 AM
To view an invoice, select Settings > Management Information: Invoices and then click the invoice ID.
Mon, 27 Sep, 2021 at 10:29 AM
To download an individual invoice, select Settings > Management Information: Invoices and then click the download icon of the relevant invoice to automat...
Mon, 27 Sep, 2021 at 10:30 AM
To download all invoices, select Settings > Management Information: Invoices and then select ‘Zip Invoices’ from the side menu on the left.
Mon, 27 Sep, 2021 at 10:31 AM
To view invoices associated to a specific company, head to the company record and select ‘Invoice History’ from the side menu on the left.
Mon, 27 Sep, 2021 at 10:33 AM
To view and administer all placements, select Settings > Management Information: Placements. The details of a placement can be edited at any poi...
Mon, 27 Sep, 2021 at 10:31 AM
To edit a placement, select Settings > Management Information: Placements, then click on the eye icon. Edit the information and click ‘Update’. ...
Tue, 11 Jan, 2022 at 1:33 PM
To confirm a placement, select Settings > Management Information: Placements, then click on the eye icon next to the relevant placement. Ensure...
Tue, 11 Jan, 2022 at 1:34 PM
To export all placements, select Settings > Management Information: Exports. Then select ‘Create Export’ from the side menu on the left. ...
Mon, 27 Sep, 2021 at 10:38 AM
To view a full list of all interviews logged, select Settings > Management Information: Interviews.
Mon, 27 Sep, 2021 at 10:39 AM