en:mr_aru_reskontro
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en:mr_aru_reskontro [2021/09/01 20:05] jane [5.1Filtering options] |
en:mr_aru_reskontro [2021/10/08 22:32] jane [1. Filters and filter options] |
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| ***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 - 12000,12001) and an account selection (for example, 12000:14000). |
| ***Time** - the time of report. | ***Time** - the time of report. | ||
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| 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“ | 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“ | ||
| - | {{:et:jane20210901-200119.png}} | + | {{:et:jane20210901-200119.png}} \\ |
| - | {{:et:sl5.png?|}} \\ | + | |
| Picture(5) | Picture(5) | ||
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| 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“ | 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:jane20210901-200554.png}} | + | {{:et:jane20210901-200554.png}} \\ |
| - | {{:et:sl6.png?|}} \\ | + | |
| Picture(6) | Picture(6) | ||
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| 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?|}} | + | |
| - | {{:et:sl7_1.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}} \\ |
| - | {{:et:sl8_1.png?|}} \\ | + | |
| Picture(8) | Picture(8) | ||
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| + | ==== 5.2. Using the customer's internal comment ==== | ||
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| + | The customer's internal comment field has been added to the sales ledgers. It can be used as needed. | ||
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| + | As an option, information on overdue invoices when customers are called or the customer's written answers to reminders are written here. | ||
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| + | 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. | ||
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| + | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
| + | {{:et:jane20210916-154305.png}}\\ | ||
| + | Picture (9) | ||
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| + | 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) | ||
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| + | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
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| + | {{:et:jane20210901-204444.png}} | ||
| + | Picture (12) | ||
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