Revenue control

Revenue control is a focused worklist for finance: revenue lines only in status ready_for_invoicing, filtered by branch and period. Intended as the last check before bulk invoicing.

URL: /revenue-control 

Workflow

1. Filter by customer, branch or period.
2. Open the line or drill through to the source order for context.
3. Approve – line moves to approved and is ready for Group & Invoice.
4. Dispute – note a reason; line stays disputed until resolved.
5. Block – line is explicitly excluded from invoicing.

Columns

Related

• Costs & revenues
• Outgoing invoices