Differences

This shows you the differences between two versions of the page.

--- en:mr_aru_reskontro [2021/09/01 20:47] – [5.2. Using the customer's internal comment] jane
+++ en:mr_aru_reskontro [2022/11/01 11:31] – [4. Fine tuning] triinp
@@ Line 4: / Line 4: @@
 =====1. Filters and filter options =====
+{{:et:triinp20221101-111052.png}}
+Picture(1)
   ***Customer** - Customer’s code on Document (invoice or proceeding).
@@ Line 17: / Line 16: @@
   ***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.
-  ***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.
@@ Line 33: / Line 32: @@
   ***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.
@@ 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.
   ***Customer data** - report shows customers address, phone number, fax number and e-mail.
-  ***Invoice project ** - report shows if the invoice has a project on row/rows.
+  ***Invoice project ** - the project in the invoice header is displayed.
+  ***Invoice object ** - the object in the invoice header is displayed.
+  ***D account** - Report shows debt account.
   ***Orderer** - Report shows Orderer on the invoice.
   ***Show delivery name ** - report shows delivery name on the invoice.
   ***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.
 {{:et:jane20210827-094742.png}}
 =====3. Links=====
@@ Line 55: / Line 62: @@
 =====4. Fine tuning=====
-{{:et:jane20210901-192411.png}}
+{{:et:triinp20221101-112859.png}}
-Picture(1)
+Picture(3)
   ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings.
@@ Line 63: / Line 70: @@
   ***Split label** - choices: numbers, days
-{{:et:jane20210901-192635.png}} \\
+{{:et:triinp20221101-113020.png}} \\
-Picture(2)
+Picture(4)
 {{:et:jane20210901-193545.png}}
 {{:et:jane20210901-193722.png}}\\
-Picture(3)
+Picture(5)
   ***Customer datafield ** add the invoice receiver’s e-mail
@@ Line 117: / Line 124: @@
 .2.1. Add a customer debt comment to sales ledgers: \\
-{{:et:jane20210901-203240.png}} \\
+{{:et:jane20210916-154305.png}}\\
 Picture (9)
-{{:et:jane20210901-203612.png}} \\
+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)
 .2.2. The customer's internal comment can be viewed without the possibility to change it.
 {{:et:jane20210901-204444.png}}
-Picture (10)
+Picture (12)