Assignment

Assign To is a feature in ActiveBooks that allows you to assign a particular document to a specific user, who needs to further work on that document.

  • For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager.

  • On assigning this document to the Sales Manager, it will be added to that user's ToDo list.

  • Similarly, for a Delivery Note and a Sales Invoice against this sales Order, the assignment can be done to a Material User and an Account User.

Note: Assignment can be done irrespective of Permission Restrictions.

New Assignment

  • To make a new assignment, go to the document for which you wish to make the assignment and click on the 'Assigned to' button located at the left sidebar.

  • Select the name of the User to whom you want to make this assignment.

  • Along with assignment, you can also leave a comment for the review of the assignee.

ToDo List of Assignee

  • Every assignment made to a particular User will be reflected in their ToDo section.

Removing Assignment

  • Users will be able to remove assignments by clicking on the "Closed" button in the document.

  • Once the assignment is set as completed, the corresponding ToDo will simultaneously be updated as 'Closed'.

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