en:mr_aru_reskontro
Differences
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en:mr_aru_reskontro [2022/06/08 14:35] – [2. Choices] triinp | en:mr_aru_reskontro [2022/11/01 12:11] – [5.1Filtering options] triinp | ||
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=====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
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***Customer** - Customer’s code on Document (invoice or proceeding). | ***Customer** - Customer’s code on Document (invoice or proceeding). | ||
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***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. | ||
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***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===== | ||
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=====4. Fine tuning===== | =====4. Fine tuning===== | ||
- | {{:et:jane20210901-192411.png}} | + | {{:et:triinp20221101-112859.png}} |
- | Picture(1) | + | Picture(2) |
***Setting{{: | ***Setting{{: | ||
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***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
- | {{:et:jane20210901-192635.png}} \\ | + | {{:et:triinp20221101-120834.png}} \\ |
- | Picture(2) | + | |
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- | {{: | + | |
- | {{: | + | |
Picture(3) | Picture(3) | ||
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+ | {{: | ||
+ | {{: | ||
+ | Picture(4) | ||
***Customer datafield ** add the invoice receiver’s e-mail | ***Customer datafield ** add the invoice receiver’s e-mail | ||
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5.1.1 Sales Ledger regular report with currency option: | 5.1.1 Sales Ledger regular report with currency option: | ||
- | {{:et:jane20210901-195802.png}} \\ | + | {{:et:triinp20221101-121049.png}} \\ |
- | Picture(4) | + | Picture(5) |
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, | ||
{{: | {{: | ||
- | Picture(5) | + | Picture(6) |
:!: Filtering with " | :!: Filtering with " | ||
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{{: | {{: | ||
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:!: Filtering with exclusion mark " | :!: Filtering with exclusion mark " | ||
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{{: | {{: | ||
- | Picture(7) | + | Picture(8) |
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. | ||
{{: | {{: | ||
- | Picture(8) | + | Picture(9) |
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja