Module for Financial Documents

• Complete overview of all registered financial documents
• direct 24 – time tracking integrated with document handling
• Link documents to customers and projects for billing purposes
• Easily edit and customise invoices
• Send invoices directly to clients or consolidate into batch invoices
• Save invoices as PDF and send them by email

With the financial documents feature in direct 24, you gain complete control over all registered documents linked to projects and assignments. This tool allows employees and managers to register, edit, and forward documents for invoicing efficiently, ensuring accurate cost breakdowns for clients and reducing time spent on administration.

Seamless link between projects and documents

When a driver or employee logs hours in the app for a project that requires documentation, a dedicated entry form opens automatically. Necessary details can be entered directly, and the document is linked to the relevant project in the billing workflow. Everything recorded here flows into time tracking, invoice preparation, and reporting — so data only needs to be entered once.

Flexible invoice management in direct 24

In direct 24 , invoice data can be tailored before sending. Entries from the same date can be combined, distributed between employees, or grouped by items, surcharges, machinery, and equipment. Invoices can be emailed directly to the customer or stored for batch processing. All invoices are saved as PDF for easy record-keeping.

Efficient follow-up of documents

The system provides a complete overview of active and archived documents, with filters for projects, customers, or time periods. This makes it easy to track and follow up on entries during a project, ensuring no costs are overlooked and all billing is complete.

With direct 24, time tracking and financial document management come together in one streamlined solution — making invoicing, cost control, and project follow-up simpler and more accurate.