Warn when invoices are missing

[ianhinder]

As a PM, I would like CapX to warn me when I have not invoiced for a project, but I should have, so that we don't risk failing to invoice in time.

The cost and recovery policy states:

At a mutually agreeable time (typically mid-way through a project or in the last few months of a financial year) the RSE department will issue the research group with an internal invoice, using the department template, for an appropriate proportion of the costs quoted in the RSE Request Document. This may be the entire amount if the project starts and finishes in the same financial year. Otherwise, it will be a proportion of the costs up to the end of the current financial year with the rest being invoiced separately in the next financial year and so on.

So it looks like one invoice should be issued per financial year.

So a simple check could be:

• If there are any "other" funding sources in the project which do not have an invoice in CapX for the current FY, and if the current month is May, June or July, emit a warning that invoices have not yet been sent for this FY.

CapX does not currently know what time period an invoice covers; an imperfect proxy for this could be to assume that if an invoice has a date in the current financial year, then it is intended to cover the cost for the current financial year.

Alternatively, CapX could emit a warning if the "funds requested" are significantly below the planned costs up to the end of the current FY (a figure which is not currently shown, but could be calculated).