What do I record on each work item for fees and payments?

The agreed fee, the amount on your own invoice, VAT and payments — how you record them and how the payment status is worked out.

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How do I record payments?

Ergothiki does not issue invoices or send anything to myDATA. You issue your invoices as you always have; here you record the amounts, so you know what was agreed, what has come in and what is still owed.

Work item field	What it holds
Agreed fee	The amount you agreed with the customer (or with the partner) for this work item
Invoiced amount (incl. VAT)	The amount on the invoice you issue yourself, VAT included — it may differ from the agreed fee. The card shows it as net, VAT and total, at the office's rate

How do I record payments?

On the work item's Finances tab (on an assignment to a partner: Payments), + Record money received (on an assignment to a partner: + Add a payment) takes an amount, a date and a note; Save or Enter keeps them. The status follows from the payments, measured against the agreed fee: Unpaid, Partially paid or Paid in full. When you work with another office, both record payments; a row can only be corrected by the office that wrote it.

The default VAT rate is set in Office details. Amounts, payments and the project's Finances are seen and changed only by whoever can see amounts:

Permission	Office Owner	Office administrator	Project manager	Technical staff	Secretariat	Accounting	Website manager
See the amounts of money on projects and work items	yes	yes	yes	no	no	yes	no

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