A ticket moves through four states, and every change is written into its thread like a message. The buttons are at the top of the ticket’s page; each person sees only the moves they may make from where the ticket is.
A resolved ticket can go back to in progress; a closed one can be reopened.
- Marchează în lucru (Mark as in progress) and Marchează rezolvat (Mark as resolved): anyone in the ticket.
- Închide tichetul (Close the ticket) and Redeschide (Reopen) on a closed ticket: the one who opened it, and the administrators and accountants of the company. A closed ticket takes no more answers until it is reopened.
A ticket on a discrepancy, a bank movement, an invoice or an invoice draft asks how it was resolved, on the page Starea tichetului (State of the ticket):
The associate paid with their own money; the company owes it back to them. The posting to 4551 is offered next (below).
The movement or the invoice has nothing to do with the company.
The missing invoice or receipt came and is in the books.
Write how in Notă (Note); for the other choices the note is optional.
Press Salvează (Save). The resolution and the note go into the thread with the change.
- After Plătit din contul personal al asociatului (Paid from the associate’s personal account), on a bank movement not posted yet or an unpaid received invoice, the ticket shows Vezi înregistrarea în 4551 (See the posting to 4551). It is offered, never made by itself.
- The page shows the entry, account by account, before anything is posted. For an invoice choose Ziua în care a plătit asociatul (Day the associate paid); the invoice is then marked as paid. A bank movement is posted on its own date.
- Press Înregistrează în 4551 (Post to 4551).
- An invoice in another currency is posted from Notă nouă (New entry), with the exchange rate of the day the associate paid.
- On an invoice draft not registered yet: Deschide ciorna (Open the draft), register it, and the posting is offered on the ticket.