Revenue collections

Task:

Revenue payments

Who receives it:

▪User and team responsible for the task.

▪Team responsible for the revenue.

When:

The revenue due date is reached and it is not set as received.

Purpose:

To allow those responsible for it to enter the actual revenue values and thus, set it as received.

1.

In the list of pending records, select the desired revenue.

2.

At this point, the revenue data screen will be displayed. In the Actual section, fill out the following fields:

Due date: Select the date in which the revenue took place. To do that, type the desired date in the "dd/mm/yyyy" format or click on the field and select the date.

Quantity: Enter the quantity of the item related to the revenue.

Unit value: Enter the unit value of the item related to the revenue.

Total value: This field will only be enabled if a quantity and a unit value have not been previously entered. In this case, enter the total value of the revenue. If the quantity and unit value are entered, this field is filled out by the system with the total cost value (quantity * unit value).

3.

Use the Attachment section to add to attachments related to the receiving of the revenue. Refer to the Adding attachments section for further details on how to add attachments.

4.

After that, save the record. If the entered date is before or equal to the current date, the system will consider the revenue as received and it will no longer be displayed in the list of records. This operation may also be performed through the Management Task tracking menu, by accessing the Finance section on the task data screen or through the Execution Financial entry menu.