Transactions by module

• Numbered automatically as DOC0001 and up.
• Routed through an approval workflow before it takes effect.

Approved change order — contract value/time recalculated

• Numbered automatically as CO-0001 and up.

Change order request — submitted for approval

• Numbered automatically as COR-0001 and up.

Workflow approval document type

• Numbered automatically as CON-0001 and up.
• Routed through an approval workflow before it takes effect.

Contract milestone achievement billing, routed for approval before GL posting

• Numbered automatically as CMS-0001 and up.
• Routed through an approval workflow before it takes effect.

Contract payment disbursement, routed for approval before GL posting

• Numbered automatically as CPM-0001 and up.
• Routed through an approval workflow before it takes effect.

Draft change order request — priced estimate, no contract impact yet

• Numbered automatically as DCOR-0001 and up.

Ad-hoc contract payment (mobilisation, one-off, penalty) — flat amount

• Numbered automatically as MPAY-0001 and up.

Contract progress payment / RA bill (cumulative measurement)

• Numbered automatically as RA-0001 and up.

• Numbered automatically as TR0001 and up.

Capitalize a fixed asset from CWIP / clearing to the asset account

• Numbered automatically as ASSETC-0001 and up.
• Routed through an approval workflow before it takes effect.

Fixed-asset disposal — removes cost + accumulated depreciation, books gain/loss

• Numbered automatically as ASSETD-0001 and up.
• Routed through an approval workflow before it takes effect.

Fixed-asset revaluation uplift / impairment against a revaluation reserve

• Numbered automatically as ASSETR-0001 and up.
• Routed through an approval workflow before it takes effect.

Budget version (header + budget lines), routed for approval

• Numbered automatically as BUD-0001 and up.
• Routed through an approval workflow before it takes effect.

CAPEX/OPEX plan (header + ledger lines), routed for approval

• Numbered automatically as COPEX-0001 and up.
• Routed through an approval workflow before it takes effect.

Cash flow forecast, routed for approval

• Numbered automatically as CFF-0001 and up.
• Routed through an approval workflow before it takes effect.

Fixed-asset transfer document (header + asset lines), routed for approval

• Numbered automatically as FAT-0001 and up.
• Routed through an approval workflow before it takes effect.

Journal entry for fund-restricted grant/NGO postings — Fund is mandatory on every voucher of this type.

• Numbered automatically as GJV-0001 and up.
• Routed through an approval workflow before it takes effect.

Patient service billing / insurance-claim revenue recognition (Dr patient & insurer AR / Cr service revenue), posted from HMS.

• Numbered automatically as HBL-0001 and up.

Outbound bank payment order (Bank Payments)

• Numbered automatically as PAY-0001 and up.
• Routed through an approval workflow before it takes effect.

Project billing / revenue recognition, routed for approval before GL posting

• Numbered automatically as PRV-0001 and up.
• Routed through an approval workflow before it takes effect.
• Can be tagged to a project.

Student fee concession or scholarship waiver (Dr concession expense / Cr student receivable), posted from Campus.

• Numbered automatically as SFC-0001 and up.

Student fee invoice revenue recognition (Dr student receivable / Cr fee revenue per category), posted from Campus.

• Numbered automatically as SFI-0001 and up.

Student fee collection (Dr bank or cash / Cr student receivable), posted from Campus as a journal.

• Numbered automatically as SFR-0001 and up.

Student fee or caution-deposit refund (Dr receivable or deposit liability / Cr bank), posted from Campus.

• Numbered automatically as SFD-0001 and up.

Recurring subscription invoice — AR raised + revenue recognized, posted by the subscription billing worker

• Numbered automatically as JVSUB-0001 and up.
• Routed through an approval workflow before it takes effect.
• Records a customer or supplier (party) account.

Periodic VAT return settlement JV — clears output/input VAT into the net VAT payable control

• Numbered automatically as VATSET-0001 and up.
• Routed through an approval workflow before it takes effect.

Workflow approval document type

• Numbered automatically as LV-0001 and up.
• Routed through an approval workflow before it takes effect.

Payroll run salary expense + statutory liabilities, routed for approval before GL posting

• Numbered automatically as PAYR-0001 and up.
• Routed through an approval workflow before it takes effect.

Employee timesheet labour cost capitalization (system-generated on approval)

• Numbered automatically as LAB-0001 and up.
• Can be tagged to a project.
• Can be linked to an employee.

Cycle-count voucher (header + count lines), routed for approval

• Numbered automatically as CYC-CNT-0001 and up.
• Routed through an approval workflow before it takes effect.
• Updates inventory (stock in).

Goods-receipt voucher (header + receipt lines), routed for approval

• Numbered automatically as GRN-RCV-0001 and up.
• Routed through an approval workflow before it takes effect.
• Updates inventory (stock in).

Return-to-vendor voucher (header + return lines), routed for approval

• Numbered automatically as RTV-0001 and up.
• Routed through an approval workflow before it takes effect.
• Updates inventory (stock in).

Stock-adjustment voucher (header + adjustment lines), routed for approval

• Numbered automatically as STK-ADJ-0001 and up.
• Routed through an approval workflow before it takes effect.
• Updates inventory (stock in).

Stock-transfer voucher (header + transfer lines), routed for approval

• Numbered automatically as STK-TRF-0001 and up.
• Routed through an approval workflow before it takes effect.
• Updates inventory (stock in).

Asset transfer between locations/custodians, routed for approval

• Numbered automatically as AT-0001 and up.
• Routed through an approval workflow before it takes effect.

Flagged fuel fills routed for anti-theft approval

• Numbered automatically as FUEL-0001 and up.
• Routed through an approval workflow before it takes effect.

Inbound equipment rental invoice expense, routed for approval before GL posting

• Numbered automatically as RIC-0001 and up.
• Routed through an approval workflow before it takes effect.

Plant-maintenance work order labour + parts cost capitalization, routed for approval before GL posting

• Numbered automatically as WOC-0001 and up.

Goods receipt note inventory accrual (system-generated on accept)

• Numbered automatically as GRN-0001 and up.
• Routed through an approval workflow before it takes effect.

• Numbered automatically as PREQ0001 and up.
• Routed through an approval workflow before it takes effect.

Quantity-based hire (scaffold/formwork/tool) running day-rate + loss billing; auto-posted daily accrual, no approval gate

• Numbered automatically as HRV-0001 and up.

Outbound equipment rental revenue recognition, routed for approval before GL posting

• Numbered automatically as RRV-0001 and up.
• Routed through an approval workflow before it takes effect.

CRM opportunity won → revenue/AR posting, routed for approval before GL posting

• Numbered automatically as OWN-0001 and up.
• Routed through an approval workflow before it takes effect.

• Numbered automatically as POS-000001 and up.
• Routed through an approval workflow before it takes effect.

Service-support RMA refund or credit note, routed for approval before GL posting

• Numbered automatically as RMA-0001 and up.
• Routed through an approval workflow before it takes effect.

Workflow approval document type

• Numbered automatically as PROMO-0001 and up.
• Routed through an approval workflow before it takes effect.