TODO: Change the footer's content in Project Settings : HTML (CHM) Export : Setup HTML Template and Layout
2.2.1.3. Card or Grid View
Invoice detail can be displayed in one of two ways on screen – Card or Grid view. Each user can set his/her default view. In the Card view, each card contains a thumbnail image of the invoice along with invoice detail.The Grid view displays user invoices in a format similar to TimberScan inquiries - invoices can be sorted by clicking on a column heading. Each view contains a Details button which shows the invoice distribution coding. In both views – Card and Grid – a comments button is available only when there are comments on the invoices.
What invoices will I see?
Both Approval and Final Review widgets are dependent on a user’s security. A user with permission for Approve and Final Review will have access to both groups of widgets.
Invoices that display in the widgets are dependent on two criteria:
1) Routing Workflow (the approval stage for the invoice)
2) User Permissions (approve invoices)
Invoices you see in a widget depend on your routing assignments. If you are assigned in a routing stage either individually or as a member of a group – either as primary or alternate – you will see invoices for that stage. Dashboard invoices are not segregated into primary or alternate groups. Invoices on hold are also mixed in with other invoices.
The “View All” permission impacts what invoices can be viewed in reports and inquiries; therefore it has no impact on what is shown in Dashboard. Being granted “supervisor” or “executive” privileges also have no effect on invoices displayed in Dashboard. Currently, invoices meeting the criteria where executives can “approve another’s invoices”, are not included in Dashboard invoice counts.
If you are in a stage, either as an individual or a group, primary, alternate and held invoices are available. In the screenshot below, the user will see 96 invoices in his/her approval widget:
