en:mr_aru_reskontro
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en:mr_aru_reskontro [2021/07/30 20:55] – [4. Peenhäälestus] jane | en:mr_aru_reskontro [2021/09/16 15:43] – [5.2. Using the customer's internal comment] jane | ||
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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 47: | Line 45: | ||
***Orderer** - Report shows Orderer on the invoice. | ***Orderer** - Report shows Orderer on the invoice. | ||
***Show delivery name ** - report shows delivery name on the invoice. | ***Show delivery name ** - report shows delivery name on the invoice. | ||
+ | ***Edit** - can write and edit Customer internal comment. | ||
+ | {{: | ||
=====3. Links===== | =====3. Links===== | ||
Line 54: | Line 53: | ||
***To Pay ** - opens invoice balance | ***To Pay ** - opens invoice balance | ||
***Prepayment** - opens customer’s prepayment list | ***Prepayment** - opens customer’s prepayment list | ||
- | =====4. | + | =====4. |
- | {{:et:jane20210730-205145.png}} | + | {{:et:jane20210901-192411.png}} |
Picture(1) | Picture(1) | ||
***Setting{{: | ***Setting{{: | ||
- | |||
***Excel sheet {{: | ***Excel sheet {{: | ||
***Save report {{: | ***Save report {{: | ||
- | |||
***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
- | {{:et:myygireskontro_pilt2.png?|}} | + | |
+ | {{:et:jane20210901-192635.png}} | ||
Picture(2) | Picture(2) | ||
- | {{:et:myygireskontro_pilt3.png.jpg?|}} | + | {{:et:jane20210901-193545.png}} |
+ | {{: | ||
Picture(3) | Picture(3) | ||
- | ***Kliendi lisaväli**, kus on arve saaja meil | + | ***Customer datafield |
- | ***Kliendi lisavälju** - valikud: | + | ***Customer datafields |
- | ***Jaga** sisaldab maksegraafikut - (ei ole arendatud) | + | ***Currency** - EUR (default) |
- | ***Valuuta** - EUR (vaikimisi) | + | |
- | =====5. | + | =====5. |
- | ====5.1 | + | ====5.1 Filtering options |
- | 5.1.1 Müügireskontro algne aruanne valuuta valikuga: | + | 5.1.1 Sales Ledger regular report with currency option: |
- | | + | {{:et:jane20210901-195802.png}} |
- | Pilt(4) | + | Picture(4) |
- | __//**5.1.2 Näita ainult | + | 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 | + | |
- | {{:et:jane: | + | {{:et:jane20210901-200119.png}} |
- | Pilt(5) | + | Picture(5) |
- | "Komaga" | + | :!: Filtering with "comma" |
- | __//**5.1.3 Ära näita | + | 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: | + | {{:et:jane20210901-200554.png}} |
- | Pilt(6) | + | Picture(6) |
- | " | + | :!: Filtering with exclusion mark " |
- | __//**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. |
+ | |||
+ | {{: | ||
+ | Picture(7) | ||
+ | |||
+ | 5.1.5 __**Date not added and currency selection**__ – gives the report | ||
+ | |||
+ | {{: | ||
+ | Picture(8) | ||
+ | |||
+ | |||
+ | ==== 5.2. Using the customer' | ||
+ | |||
+ | The customer' | ||
+ | |||
+ | As an option, information on overdue invoices when customers are called or the customer' | ||
+ | |||
+ | 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", | ||
+ | |||
+ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
+ | {{: | ||
+ | {{: | ||
+ | Picture (9) | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
+ | {{: | ||
+ | |||
+ | 5.2.2. The customer' | ||
+ | |||
+ | {{: | ||
+ | Picture (10) | ||
- | {{: | ||
- | Pilt(7) | ||
- | __//**5.1.4 Kuupäev täitmata valuuta linnuke**// | ||
- | |||
- | {{: | ||
- | Pilt(8) | ||
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja