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EDGE Assistant

5.0(

2 ratings

)
ExtensionWorkflow & Planning144 users
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Overview

An extension to fill in EDGE database cost input forms.

This extension works with the EDGE online research database to help fill in cost forms in the finance pages. By default ,although a "select all" option exists to add all costs from the template at once, the mandatory date field must be completed by hand by typing, using date pickers or copy-pasting each date - this can be time-costly when some templates may have a hundred line items. This extension populates the date fields with either today's date or a user-entered date, adds invoice numbers, can convert cost items to income items and deals with missed visits. As is normal, only line items where the checkbox is ticked on the form will be saved, so individual items can be included or excluded as normal. The extension also addresses an issue where the cost dialog boxes can be too small to show all fields if a long analysis code is entered. This is addressed by automatically resizing the form to show all fields when the form is filled. This extension does not look for, access, store or process any data other than searching for date, cost, invoice, analysis code and comment fields, and filling them in. The user must still select the checkbox for each line item (or select all) and must still click save to store the data.

5 out of 52 ratings

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Review's profile picture

Rory BarnesAug 25, 2022

Very useful tool that adds functionality to EDGE so that recording costs and invoices becomes much quicker, and allows for better reporting capability. Would recommend.

Review's profile picture

Liam BotfieldJul 15, 2021

Great

Details

  • Version
    2.1
  • Updated
    November 8, 2022
  • Offered by
    Mat Davis & Stevie Barre
  • Size
    50.42KiB
  • Languages
    English (UK)
  • Developer
    Email
    matdavis.development@gmail.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, please open this page on your desktop browser

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