en:mr_aru_reskontro
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en:mr_aru_reskontro [2021/07/30 20:38] jane [3. Lingid] |
en:mr_aru_reskontro [2021/09/16 15:49] jane [5.2. Using the customer's internal comment] |
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| - | FIXME **This page is not fully translated, yet. Please help completing the translation.**\\ //(remove this paragraph once the translation is finished)// | ||
| - | |||
| ====== Sales Ledger ====== | ====== Sales Ledger ====== | ||
| Line 42: | Line 40: | ||
| ***Only overdue ** - shows only these invoices that are unpaid and overdue. | ***Only overdue ** - shows only these invoices that are unpaid and overdue. | ||
| ***By Transaction time** - report shows invoices according to the invoice transaction time not invoice creating time. | ***By Transaction time** - report shows invoices according to the invoice transaction time not invoice creating time. | ||
| - | ***Valuutas** - saldole lisaks näidatakse ka valuuta tulpa, ettemakse kursi kaupa ning lõpus valuutat kokku ja võrdluses hetkekursiga. | + | ***Currency** - besides balance currency is added to the report. By the prepayment currency and currency together and compared to current rate. |
| - | ***Jaga** - jaotab aruande kokkuvõtte laekumata arvete summa ajalises lõikes laiali. Nt jaga 3x7 näitab maksetähtajast lähtudes oodatud laekumisi kolme möödunud ja kolme tulevase nädala jooksul. | + | ***Customer data** - report shows customers address, phone number, fax number and e-mail. |
| - | ***Kliendiandmed** - näitab aruandes ka kliendi aadressi, telefoni, faksi ja e-maili. | + | ***Invoice project ** - report shows if the invoice has a project on row/rows. |
| - | ***Näita (lisavälja)** - kuvab valitud arve lisavälja sisu. | + | ***Orderer** - Report shows Orderer on the invoice. |
| - | ***Arve projekt** - Näidatakse, kas arve real/ridadel on projekt. | + | ***Show delivery name ** - report shows delivery name on the invoice. |
| - | ***Tellija** - Näidatakse arvel tellijat. | + | ***Edit** - can write and edit Customer internal comment. |
| - | ***Näita nimi lähetusel** - Näidatakse lähetusel olev nimi. | + | {{:et:jane20210827-094742.png}} |
| =====3. Links===== | =====3. Links===== | ||
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| ***To Pay ** - opens invoice balance | ***To Pay ** - opens invoice balance | ||
| ***Prepayment** - opens customer’s prepayment list | ***Prepayment** - opens customer’s prepayment list | ||
| - | =====4. Peenhäälestus===== | + | =====4. Fine tuning===== |
| - | {{:et:myygireskontro_peenh22lestus.png?2|}} | + | |
| - | Pilt(1) | + | |
| - | ***Seadistus{{:et:peenh22lestus_ikoon.png?|}}** - Võimalus valida oma personaalseid seadistusi. | + | {{:et:jane20210901-192411.png}} |
| + | Picture(1) | ||
| - | ***Exceli tabel {{:et:excel_ikoon.png?|}}**(kiirkäsklus F12 või Alt+E) – valikud Hankija infoga (nagu aruandes), tabelina (võimaldab kombineerida aruande infot tulpades). | + | ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. |
| - | ***Salvesta aruanne {{:et:aruanne_ikoon.png?|}}**(kiirkäsklus Alt+A) – Salvesta aruanne kasutajamenüüsse enda valitud nimetusega. | + | ***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) – options: with customer information (same as on the screen), as table (allows to combine data from columns). |
| + | ***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. | ||
| + | ***Split label** - choices: numbers, days | ||
| - | ***Jaga tekst** - valikud: Numbrid, Päevad | + | {{:et:jane20210901-192635.png}} \\ |
| - | {{:et:myygireskontro_pilt2.png?|}} | + | Picture(2) |
| - | Pilt(2) | + | |
| - | {{:et:myygireskontro_pilt3.png.jpg?|}} | + | {{:et:jane20210901-193545.png}} |
| - | Pilt(3) | + | {{:et:jane20210901-193722.png}}\\ |
| + | Picture(3) | ||
| - | ***Kliendi lisaväli**, kus on arve saaja meil | + | ***Customer datafield ** add the invoice receiver’s e-mail |
| - | ***Kliendi lisavälju** - valikud: 3,6,9 (lisaväljade arv aruandes) | + | ***Customer datafields ** - choose 3,6,9 (amount of the data fields in the report) |
| - | ***Jaga** sisaldab maksegraafikut - (ei ole arendatud) | + | ***Currency** - EUR (default) |
| - | ***Valuuta** - EUR (vaikimisi) | + | |
| - | =====5. Näited===== | + | =====5. Examples===== |
| - | ====5.1 Filtreeringute võimalused ==== | + | ====5.1 Filtering options ==== |
| - | 5.1.1 Müügireskontro algne aruanne valuuta valikuga: | + | 5.1.1 Sales Ledger regular report with currency option: |
| - | {{:et:jane:mr_valuutad_algfail.png|}} | + | {{:et:jane20210901-195802.png}} \\ |
| - | Pilt(4) | + | Picture(4) |
| - | __//**5.1.2 Näita ainult SEK ja USD arved**//__ - selleks kirjuta valuutade koodide nimekiri komadega "SEK,USD". | + | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK,USD“. If you want to see only USD invoices then write „USD“ |
| - | Kui soov näha ainult USD arveid siis kirjuta "USD". | + | |
| - | {{:et:jane:mr_valuuta_sek_usd.png|}} | + | {{:et:jane20210901-200119.png}} \\ |
| - | Pilt(5) | + | Picture(5) |
| - | "Komaga" nimekirja filtreering töötab ka Müüja kliendikaartil/Müüja arvel valikuga. | + | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. |
| - | __//**5.1.3 Ära näita EUR ja SEK arved**//__ - selleks kirjuta ette välistuse märk "!" ning valuutade koodide nimekiri komadega - "!EUR,SEK". Aruandes jäävad näha ainult USD arved. Kui soov välistada ainult SEK arveid, kirjuta "!SEK". | + | 5.1.3 __**Don’t show EUR and SEK invoices**__ – for this selection use exclusion mark „!“ and add currency codes separated with commas. For example insert „!EUR,SEK“ and the report shows only USD invoices. If you want to exclude only SEK invoices, then insert „!SEK“ |
| - | {{:et:jane:mr_valuuta_valistus.png|}} | + | {{:et:jane20210901-200554.png}} \\ |
| - | Pilt(6) | + | Picture(6) |
| - | "!" märgiga välistuse filtreering töötab ka Müüja kliendikaartil/Müüja arvel valikuga. | + | :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. |
| - | __//**5.1.3 Kuupäev täidetud valuuta linnuke**//__ - annab all summad kokku valuutade kaupa ning arvutab kuupäeva kursiga ümber ka ettemaksud, laekumata summad ning saldod. | + | 5.1.4 __**Date added and Currency selection**__ – gives the report a balance divided between currencies and calculates prepayments with the currency rate, unpaid payments and balance. |
| + | |||
| + | {{:et:jane20210901-201047.png}} \\ | ||
| + | Picture(7) | ||
| + | |||
| + | 5.1.5 __**Date not added and currency selection**__ – gives the report all the balance dividend between currencies and calculates prepayments with today’s currency rate, unpaid payments and balance. | ||
| + | |||
| + | {{:et:jane20210901-201247.png}} \\ | ||
| + | Picture(8) | ||
| + | |||
| + | |||
| + | ==== 5.2. Using the customer's internal comment ==== | ||
| + | |||
| + | The customer's internal comment field has been added to the sales ledgers. It can be used as needed. | ||
| + | |||
| + | As an option, information on overdue invoices when customers are called or the customer's written answers to reminders are written here. | ||
| + | |||
| + | Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves", etc.…). You can now see such information directly from the sales ledger. | ||
| + | |||
| + | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
| + | {{:et:jane20210916-154305.png}}\\ | ||
| + | Picture (9) | ||
| + | |||
| + | Also visible when grouped by customers. | ||
| + | {{:et:jane20210916-154515.png}}\\ | ||
| + | Picture (10) \\ | ||
| + | :!: If there is no change option, the user does not have the right to change the client card. | ||
| + | {{:et:jane20210901-204030.png}} | ||
| + | Picture (11) | ||
| + | |||
| + | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
| + | |||
| + | {{:et:jane20210901-204444.png}} | ||
| + | Picture (12) | ||
| - | {{:et:jane20210706-184409.png}} | ||
| - | Pilt(7) | ||
| - | __//**5.1.4 Kuupäev täitmata valuuta linnuke**//__ - annab all summad kokku valuutade kaupa ning arvutab praeguse hetke kuupäeva kursiga ümber ka ettemaksud, laekumata summad ning saldod. | ||
| - | |||
| - | {{:et:jane20210706-223221.png}} | ||
| - | Pilt(8) | ||
