The Task Status Report in the Reports section provides users with a structured way to access documents assigned to them and others, including invoices, credit notes, and purchase orders



 

Accessing the Task Status Report

1. Navigate to the Reports Section:

   • From the Main Dashboard Page, locate and click on the Reports section.

2. Open the Task Status Report:

   • In the Reports section, click on 'VIEW' under Task Status Report to access document assignments.

3. Explore the Available Tabs:

   • Within the Task Status Report, you will find three distinct tabs:

     • Invoice and Credit Note

     • Purchase Order

     • Review Document
       
       

     • You can filter documents by Employee by selecting the  relevant person from the 'Choose Employee' Dropdown.

     • Individual documents can be transferred to different people for approval and review from here also.

Invoice and Credit Note Tab

• This section allows users with admin rights to:

  • Filter documents by user to see who is assigned to which invoices and credit notes.

  • Forward documents to the appropriate personnel as needed.

Purchase Order Tab

• This section displays Purchase Orders (POs) assigned to the user.

• Users can quickly review which POs require their attention and take necessary actions.

Review Document Tab

• In this tab, users can review assigned documents before taking further actions.

• It provides a consolidated view of all documents requiring attention, making it easier to manage approvals and processing.