Every month, step by step

Unit admin

Go through this list for every month’s invoicing. Clear the ticks when you start the next month.

This monthClear

1. The service voucher report is downloaded from eVaka and imported into KnuutInvoicing → unit → Import the service voucher report. Guide
2. Every row is resolvedMatched to a child, left out with a reason, or deferred to the next batch.
3. Children missing from the report are checked
4. Every child has an invoice recipient
5. The invoices are computed and reviewedChanges with a reason. Guide
6. The invoices are finalized
7. The CSV file is taken to bookkeeping
8. The invoices are sent to guardiansPDF invoices for those without the app.
9. Payments are checked in bookkeeping after the due date