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Financial

Here, contracts, cost centers, cost types, and currencies can be managed.

Contract Management

Here contracts can be created. A contract can be linked to one or multiple objects.
A contract has a number of essential fields:

Field Description
Code Give the contract a unique code
Name Provide a name for the contract
Customer Specify the customer or relation the contract is with
Customer Code Enter the code the customer has assigned to the contract
Start The start date of the contract
End The end date of the contract
Warn From From this date, a notification can be sent indicating the contract is about to expire
Amount The amount associated with the contract
Responsible The person responsible for the contract

A contract also has several tabs where information can be entered:

Tab Description
Detail The basic information of the contract as described above
Objects The objects that fall under the contract. For each object link, the number of visits can optionally be specified
Attachments Attachments related to the contract can be added here

Costcenters

Here cost centers that can be linked to an object are defined. Costs booked to the object are automatically also linked to the object’s cost center. A cost center requires a code (must be unique) and a name.

Cost types

Here the cost types that can be selected for a time entry can be defined.
For each cost type, several fields can be specified:

Field Description
Code Must be unique
Name The name of the cost type, e.g., “Day Hours” or “Night Hours”
Type Determines whether the costs apply to time entries, parts, or other costs
Is Standard Indicates if this is the default type that is automatically filled in when creating a time entry
Price per Unit The optional price per unit, e.g., the price for “Day Hours” or “Night Hours”

Currencies

Here the currencies used in ControlOffice can be managed.
Each currency has a code (must be unique) and a name.