Employee: full access to all invoices, certifications, safety settings and inventory.
Manage sent and received invoices
Total Invoiced
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Paid
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Balance Owing
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Paid status is set manually. It is not synced with an accounting system.
User certifications and requirements
Project Setting: Share safety certifications with client
Default from Settings → General Settings → Project Defaults
| User | Company | Certification | Issued | Expiry | Status |
|---|
Form submissions and configuration
| Form | Submitted By | Company | Date | Site |
|---|
Seedling inventory management