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Make certain the translator's profile (External Work Worker for instance) allows them to edit the quote/invoice numbers, but not cost details. This can be done by clicking on Settings in the Menu Bar and then Configure for Access Rights in the Accounts and Security section.
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Secondly, if this is a CoDyt project, you will need to access the Counts & Cost Tab of your project. To do so, click on Projects in the Menu Bar and then click on Select for the appropriate CoDyt project. Then click on the Counts & Cost Tab.
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You will reach the following page. On this page, you should make sure costs have been calculated for the supplier (this is automatically done when the supplier accepts the job). Also, you will need to make sure the invoice draft has been created. To do so, click on the Create quote/invoice selected button... button.
The following pop-up appears and you should select the status Invoice draft. Then tick the option Yes, accessible to supplier in the pop-up window and click on OK to finish.
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Now the invoice can be made editable for the supplier. Click on the drop- down arrow next to Can View and choose Supplier can EDIT cost details (except status).
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Please note that a few preliminary steps must be performed including project creation, word counting, job creation and assignment, job acceptance, etc. before the invoice will be available for changing this setting.
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Note that if you do not want to select 'can edit' each time you create an invoice for a supplier, you can make it a default right on the supplier's page . (See see below to learn how). |
Supplier Configuration
To do soconfigure this for the supplier, click on the Supplier Tab of your platform and then click on the Company link next to the supplier of your choice:
Now, select click on the on Invoicing & Accounting on the Supplier Tab.
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Then click on Edit in the upper right corner of the screen and then tick the radial next to the to Can edit cost setting for for the Default Cost Visibility option: . Remember to click Save once finished.
How to Upload an Invoice
The supplier can now upload his own invoice and enter his own invoice number when connecting to his Wordbee workspace and going . Once connected, the supplier will need to go to My company > Invoices:
Then they will need to click on Select for the desired invoice.
Next, they will need to click on Attach to the right of Invoice to open a pop-up window for uploading the invoice:
In the provided pop-up window, click on Select to browse to the invoice and select it choose the file for the upload.
Click on Upload File once the invoice has been located and chosen.
Once the invoice has been uploaded, the screen will appear as shown below:
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