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Please note that the option number may be different depending on the chosen profile; however, the name and section will remain the same. |
Individual Project Configuration
CoDyt Project
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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Next, click on Supplier counts and cost.
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 button 'the Create quote/invoice selected' button.
The following pop-up appears and you should select the status 'Invoice draft' and . Then tick the option 'Yes, accessible to supplier'. in the pop-up window and click on OK to finish.
Once the invoice draft has been created, you can will be able to reach the section 'Quotes and invoices and make it Invoices section.
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).
The change will appear as shown below:
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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 below to learn how) |
Supplier Configuration
To do so, click on the 'Supplier ' tab Tab of your platform and then click on the 'Company' link link next to the supplier of your choice:
Now, select click on the section 'Invoicing & Accounting', click 'Edit' and tick the option 'can edit cost': on the Supplier Tab.
Then click on Edit in the upper right corner of the screen and then tick the radial next to the Can edit cost setting for Default Cost Visibility option:
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 to My company > Invoices:
Then click on Select for the desired invoice.
Next, click on Attach to the right of invoice:
In the provided pop-up window, click on Select to browse to the invoice and select it 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:
