Where can I find the financial summaries of the study? How to assign an invoice?

Modified on Thu, 22 May at 9:37 AM

The Hyggio system supports you in the financial settlement of the study. You can assign your invoices to costs so that it is easy to see what other items require invoicing.

1. Open: Clinical Trial

Click on the capsule symbol on the left side of the screen.

2. From the list of previously entered clinical trials (see how to -> How to add a clinical trial?) select the trial you are interested in.

3. Click: Finance

Hyggio automatically generates a list of events that should be settled, based on previous visits.

4. Click on a particular event to expand the item.

You will see the entire list of costs that make up a specific visit. These costs are assigned based on information previously entered in the protocol (see how -> How to create a protocol schema?).

5. Select the square, then click: Assign Invoice to assign the cost.

6. When assigning an invoice information, the following fields are available:

Invoice Number (required) - Enter the unique identifier from the issued invoice document
Amount (optional) Input the monetary value of the invoice
Note: The system will automatically apply the currency designation from the associated finance event
Date (optional) - Specify the invoice issuance date (by default actual date is chosen)
Invoice Remarks (optional) - Include any supplementary notes or clarifications regarding the invoice

7. Following invoice creation, the system displays the provided invoice number in the dedicated "Invoice number" column of the finance event listing.

The invoice number is implemented as a hyperlink element that provides access to detailed invoice information:

Clicking on the invoice number link triggers a modal dialog
The modal contains comprehensive invoice details associated with the finance event

Note:

All information entered in these fields can be utilized in financial reporting capabilities. The system allows for generation of various financial report:

Finances by invoice number

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