en:mr_aru_reskontro
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en:mr_aru_reskontro [2021/09/01 20:12] – [5.1Filtering options] jane | en:mr_aru_reskontro [2021/10/08 22:32] – [1. Filters and filter options] jane | ||
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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, |
***Time** - the time of report. | ***Time** - the time of report. | ||
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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. | ||
- | {{: | + | {{: |
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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. | ||
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Picture(8) | Picture(8) | ||
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+ | ==== 5.2. Using the customer' | ||
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+ | The customer' | ||
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+ | As an option, information on overdue invoices when customers are called or the customer' | ||
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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", | ||
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+ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
+ | {{: | ||
+ | Picture (9) | ||
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+ | Also visible when grouped by customers. | ||
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+ | Picture (10) \\ | ||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
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+ | Picture (11) | ||
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+ | 5.2.2. The customer' | ||
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+ | {{: | ||
+ | Picture (12) | ||
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en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja