View projected and actual intervention costs and add final billing View projected and actual intervention costs and add final billing

View projected and actual intervention costs and add final billing

The Interventions screen enables you to review the projected and actual costs of an intervention, and add the final billing for thorough financial tracking. This guide walks you through the process.

Start from: The Easilys menu.

  • Select Equipment > Interventions.
  • Select the intervention record.
  • Go to the "Costs" tab of the intervention record.

The table summarizes the projected and actual costs according to the elements that have been entered throughout the management of the intervention.

  • Select + Add to add a billing record.

The blank "Costs" record is displayed on the screen.

  • Complete the requested information. Those followed by an asterisk are mandatory.
  • Select Save to validate the addition of the costs record.

Originally published at https://help.mapal-os.com/easilys/equipment/interventions/view-projected-and-actual-intervention-costs-and-add-final-billing/

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