🇬🇧 Purpose
Defines financial control, invoice handling, commission calculation, and audit trail. Goals: Every dollar justified, approved, traceable, auditable. No payment without proper workflow, documents, and approvals.
🇻🇳 Mục đích
Định nghĩa kiểm soát tài chính, xử lý hoá đơn, tính hoa hồng và audit.
1. Quote Control: Every service that costs money must have at least 1 quote, be approved by PM and FM. Approved quote = financial baseline. All quotes must be attached (preferably sub-tasks). Audit: see which quote was chosen, who approved, when.
2. Invoice Control: Every payment must have an invoice in an Invoice sub-task. Invoice must match approved quote. FM must approve before payment. Audit: invoice document, approval history, link to approved quote.
3. Payment Approval (FM APPROVE TO PAY): FM must verify service delivered, invoice exists and correct, matches quote, documents complete. Approval = financial commitment finalized.
4. Commission: Fields Invoice Amount, Commission %, Commission Amount. Formula: Commission Amount = Invoice Amount × Commission % / 100. Trigger when status → DONE. Audit: value reproducible from formula, traceable to invoice.
5. Audit Trail: Who created, approved quote, approved payment; when each approval happened; which quote used, which invoice paid. ProSys ensures this via Jira status/comment/change log, attachments in sub-tasks, workflow enforcing approval order.
Core rule: If not approved in workflow → must not be paid. If not in ProSys → it does not exist.