en:mr_aru_reskontro
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:mr_aru_reskontro [2021/08/27 09:45] – [2. Choices] jane | en:mr_aru_reskontro [2022/11/01 11:33] – [4. Fine tuning] triinp | ||
---|---|---|---|
Line 4: | Line 4: | ||
=====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
- | + | {{: | |
- | + | Picture(1) | |
***Customer** - Customer’s code on Document (invoice or proceeding). | ***Customer** - Customer’s code on Document (invoice or proceeding). | ||
Line 17: | Line 16: | ||
***Reg No** - Customer’s registration number. | ***Reg No** - Customer’s registration number. | ||
***Class** - Customer’s class on the Document. Can be separated interval with colon. Also takes into account additional customer classes. | ***Class** - Customer’s class on the Document. Can be separated interval with colon. Also takes into account additional customer classes. | ||
- | ***D account** - Customer’s debt account on the invoice. | + | ***D account** - Customer’s debt account on the invoice. The D account filter works with both a comma list (for example - 12000, |
***Time** - the time of report. | ***Time** - the time of report. | ||
Line 33: | Line 32: | ||
***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. | ***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. | ||
+ | ***Overlaps are possible** - with this option only lines with prepayment and balance remain in the Total view | ||
***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. | ***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. | ||
Line 42: | Line 42: | ||
***Currency** - besides balance currency is added to the report. By the prepayment currency and currency together and compared to current rate. | ***Currency** - besides balance currency is added to the report. By the prepayment currency and currency together and compared to current rate. | ||
***Customer data** - report shows customers address, phone number, fax number and e-mail. | ***Customer data** - report shows customers address, phone number, fax number and e-mail. | ||
- | ***Invoice project ** - report shows if the invoice has a project | + | ***Invoice project ** - the project |
+ | ***Invoice object ** - the object in the invoice header is displayed. | ||
+ | ***D account** - Report shows debt account. | ||
***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. | ***Edit** - can write and edit Customer internal comment. | ||
+ | :!: Write the text (or edit the text), leave the cell with the mouse, click on the coloured surface of the report and the text will be saved. | ||
+ | :!: If the right to change ´´customers´´ module is removed, the option to ´´edit´´ the sales ledger will disappear. If you have this right and the edit box is checked, | ||
+ | can write a comment after the customer int comment in the report, which is saved automatically. | ||
+ | |||
+ | {{: | ||
=====3. Links===== | =====3. Links===== | ||
Line 55: | Line 62: | ||
=====4. Fine tuning===== | =====4. Fine tuning===== | ||
- | {{:et:jane20210730-205145.png}} | + | {{:et:triinp20221101-112859.png}} |
- | Picture(1) | + | Picture(3) |
***Setting{{: | ***Setting{{: | ||
Line 63: | Line 70: | ||
***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
+ | {{: | ||
+ | Picture(4) | ||
- | {{:et:sl2.png?|}} \\ | + | {{:et:triinp20221101-113331.png}} |
- | Picture(2) | + | {{:et:jane20210901-193722.png}}\\ |
- | + | Picture(5) | |
- | + | ||
- | {{: | + | |
- | {{:et:sl3_1.png?|}} \\ | + | |
- | Picture(3) | + | |
***Customer datafield ** add the invoice receiver’s e-mail | ***Customer datafield ** add the invoice receiver’s e-mail | ||
Line 81: | Line 86: | ||
5.1.1 Sales Ledger regular report with currency option: | 5.1.1 Sales Ledger regular report with currency option: | ||
- | {{:et:sl4.png?|}} \\ | + | {{:et:jane20210901-195802.png}} \\ |
Picture(4) | Picture(4) | ||
5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, | ||
- | {{:et:sl5.png?|}} \\ | + | {{:et:jane20210901-200119.png}} \\ |
Picture(5) | Picture(5) | ||
Line 93: | Line 98: | ||
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, | 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, | ||
- | {{:et:sl6.png?|}} \\ | + | {{:et:jane20210901-200554.png}} \\ |
Picture(6) | Picture(6) | ||
Line 101: | Line 106: | ||
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. | 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}} \\ | |
- | {{:et:sl7.png?|}} | + | |
- | {{: | + | |
Picture(7) | 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. | 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:sl8.png?|}} | + | {{:et:jane20210901-201247.png}} \\ |
- | {{: | + | |
Picture(8) | 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) | ||
+ | |||
+ | Also visible when grouped by customers. | ||
+ | {{: | ||
+ | Picture (10) \\ | ||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
+ | {{: | ||
+ | Picture (11) | ||
+ | |||
+ | 5.2.2. The customer' | ||
+ | |||
+ | {{: | ||
+ | Picture (12) | ||
+ | |||
+ | |||
+ | |||
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja