Under the Activities tab you can modify most of the information regarding an activity, except for number, type, and identifier. It is also possible for you to finish activities. For project activities and case activities you see planned start and finish dates. For other activities (for example, activities in the Customer register, Supplier register, and Part register procedures) you will see the planned date for the activity in the start date column. You can choose to display Finished activities and Project activities not ready to start. The Project activities not ready to start option only applies to project activities with dependencies. With the setting Time horizon (days) you can select for how many days ahead you wish to see activities. When you save an activity as finished a text editor will open in a window. There you can enter a subject and write a text regarding the performed activity. You can also link files to the performed activity.

If the option Electronic invoice management (EIM) is installed, there might also be tasks (for example to authorize and final record invoices) for you to deal with regarding supplier invoices. These are found under the separate tab called EIM. Here you find the necessary information abut the task. You can look at an image of the invoice and see detailed invoice information. With this button you can go to affected procedures for the selected invoice. You can see the number of subsequent signers and enter a message to them for each task. If you use cash discount, the cash discount date will be shown under More info. First you see the earliest cash discount date. When this has passed, you will see the next cash discount date. When all cash discount dates have passed, the field will be empty. When there is five days or less until the cash discount date expires, the date will be shown in red.

Under General settings – User settings, you can decide if you by default wish to receive reminders regarding invoices to authorize and/or final record. You can also determine if you want to receive these reminders by e-mail as well.

Under General settings – User settings, you can decide if you by default wish to receive reminders regarding invoices to authorize and/or final record. You can also determine if you want to receive these reminders by e-mail as well.

Under the Purchase order tab you can perform different tasks if you apply the function approve purchase order. The tasks that might occur for purchase orders are approve (or reject), modify (e.g. adjusting a quantity), and print (already approved orders). To do this, you use the link to go to the related procedure. This procedure then already has the information loaded. If you are one of the signers in an authorization list for an order, then you see how many subsequent signers exist on the order and you can enter an authorization/approval message for them.

If the Time recording module is installed, and you are authorized to approve absence of personnel, you can view and approve absence records under the separate tab, Absence. You can select to Show absence records either for which you are main signer or all you are allowed to adjust. You can use the link to go to the personnel records for the person whose absence record you have marked. You can also send an e-mail to that person. On the rows, you can see the next absence date and approve it straight away. By clicking the button All dates you get to see all absence dates per person and there you can also see if the absence concerns part of day.

If you are applying stock count approval and you have the permission/authority to approve stock count, this tab will be available. Here you can see how many rows there are for you to approve. By using this button , you can go to the Stock count difference procedure to approve the stock counts.