1. Deleting Etz information
A. Once the ETZ process has been started information cannot be removed.
B. Once a candidate has been assigned to an assignment or a supplier it cannot be deleted.
C. Once a client is assigned to an assignment it cannot be deleted
D. Once candidate is assigned to a supplier the supplier cannot be deleted
E. An assignment cannot be deleted once a timesheet has been submitted unless the Timesheet is cancelled.
F. Invoices can only be credited once they have been sent or batched.
2. Exporting Etz Information
Candidate, Client, Supplier and user information can be exported from ETZ into an excel format by selecting the Export data as: Excel document from the main entity screens.
3. Downloading Invoice and Payroll information.
Invoice and payroll information is exported from Etz via the Processed Batch option and View reports, where we support a number of different reports.
The option create batch document as shown below will recreate the batch document, which will include all the Invoice and associated timesheet pdf documents into one pdf.
Once the recreate option has been completed the option to download the document will now be available.
4. Downloading Reports
All of the Etz reports have an export option with a number of different export formats.
5 - Consolidated Document Downloads:
The consolidated document downloads is available from Reports - Other Reports - Consolidated Document Download.