CMS Portal introduces automating the process of consultant invoices who are working for the company. CMS Portal is a paperless process to:
The CMS features include the following:
If you have been logged in as a financial user then you will see a financial dashboard screen which consists of:
The personal profile dashboard consists of the following information:
At the end of the month, the Invoice is automatically generated and after approval from the Consultant & Reporting Manager, the invoice will be received by the Finance Manager. The notification will be received by the Finance manager through email.
Finance Approver can view the pending invoice for submission, Approved & revert for correction invoices by clicking left panel buttons
• APPROVED CORRECTION
The Finance Manager will click on Approval Invoice to review the invoice and submit it for approval.
Step 1: Click on the Left Panel Work item
Step 2: Click on View Button on the right panel
Step 3: On New POP UP Screen, review the invoice like
• Invoice Number
• Invoice Gross
• Invoice GST
• Invoice Net Payment
• Maintain Remarks, if required
• Maintain Deductions, if required
Click on Print Invoice after approval. The screen will refresh and open a new page like this. Now Finance manager can download the final signed invoice in PDF format.
Apart from this, the final signed invoice will be sent by email.
The Finance Manager will click on Contractual Master to view the contractual master of the consultant and to upload the documents: PO and Agreement
The finance Manager can view the invoices generated for any specific use for any period. To view all the invoices generated so far Finance Manager needs to click on the execute button and all the generated invoices will be listed below.
The finance Manager can post the document in SAP through Tcode: Mir7.