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Using other information

The following buttons are available: 

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Settings  

Change the fields that are shown in your list. 

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Export to excel 

Export visible items to excel. 

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History 

Click to view the process history to date, including associated users, dates, times, and actions performed. 

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Role player 

Click to see the possible activities and linked users. The line in bold is the current activity and current user(s). 

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Edit

Change the value of fields (if allowed). 

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Generate 

Create a report (if available) with the details of the selected process . 

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Reset roleplayers 

Click to determine who should be the roleplayers for this process. 

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Close work list expander 

Click to close the expander for your work list

 

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Open work list expander 

Click to open the expander for your work list 

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Show comments 

Click to show comments for this invoice

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