Requests
Understanding Requests module
Through this guide you will learn the basics of the Requests window explaining its main elements and what actions you can perform from the window. Table of content Composition of the Requests window Structure of the Request table Composition of the Requests window To access the Requests window, simply click the Requests ( ) link…
maatdeskadminStructure of the Request Details window
This guide explains all the elements involved in a request. Through this guide, you will learn the basic concepts of the Request Details window, what elements make it up, and what actions you can perform from this window. Table of contents Structure of the Request Details window Request header Request number Action buttons Status or…
Understanding Request status
Each request in Maatdesk can switch between its possible states (where each state has a meaning) once certain conditions are met or depending on the user’s decision, in turn allowing certain actions to be taken or not. This guide provides an explanation of each of the statuses of any request, what to do, and what…
Managing Payment Plans
The Payment Plan tool allows you to manage invoice installments, controlling when and how much the client must pay in a given period. Through this guide, you will learn how to manage payment plans for bills and requests. All the actions described in this guide will be done after the creation of an invoice. Table…
Getting started with Requests
Through the Maatdesk Requests module, you can collect an initial deposit or advance from clients, or request a top-up of funds, for both trust and non-trust accounts. In this tutorial, you will learn the basics of working with Requests in just a few steps. Table of contents Creating a Request Additional fields in a request…