en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/11/01 11:19] triinp [2. Choices] |
en:mr_aru_reskontro [2022/11/01 12:33] triinp [5.1Filtering options] |
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| =====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
| {{:et:triinp20221101-111052.png}} | {{:et:triinp20221101-111052.png}} | ||
| + | Picture(1) | ||
| ***Customer** - Customer’s code on Document (invoice or proceeding). | ***Customer** - Customer’s code on Document (invoice or proceeding). | ||
| Line 47: | Line 48: | ||
| ***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 text (or edit text) and when leaving the cell with the mouse, click on the coloured surface of the report and the text will be saved. | + | :!: 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 edit ´´customers´´ is removed from the rights, the option to ´´edit´´ the sales ledger will disappear. If you have this right and the edit box is checked, | + | :!: 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 in the report, which is saved automatically. | + | can write a comment after the customer int comment in the report, which is saved automatically. |
| {{:et:jane20210827-094742.png}} | {{:et:jane20210827-094742.png}} | ||
| Line 61: | Line 62: | ||
| =====4. Fine tuning===== | =====4. Fine tuning===== | ||
| - | {{:et:jane20210901-192411.png}} | + | {{:et:triinp20221101-112859.png}} |
| - | Picture(1) | + | Picture(2) |
| ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. | ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. | ||
| Line 69: | Line 70: | ||
| ***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
| - | {{:et:jane20210901-192635.png}} \\ | + | {{:et:triinp20221101-120834.png}} \\ |
| - | Picture(2) | + | |
| - | + | ||
| - | {{:et:jane20210901-193545.png}} | + | |
| - | {{:et:jane20210901-193722.png}}\\ | + | |
| Picture(3) | Picture(3) | ||
| + | |||
| + | {{:et:triinp20221101-120515.png}} | ||
| + | {{:et:triinp20221101-120651.png}}\\ | ||
| + | Picture(4) | ||
| ***Customer datafield ** add the invoice receiver’s e-mail | ***Customer datafield ** add the invoice receiver’s e-mail | ||
| Line 85: | Line 86: | ||
| 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,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:triinp20221101-121440.png}} \\ |
| - | Picture(5) | + | Picture(6) |
| :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | ||
| Line 97: | 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,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:triinp20221101-121607.png}} \\ |
| - | Picture(6) | + | Picture(7) |
| :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. | ||
| - | 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 selected**__ – gives the report a balance divided between currencies and calculates prepayments with the currency rate, unpaid payments and balance. |
| - | {{:et:jane20210901-201047.png}} \\ | + | {{:et:triinp20221101-122703.png}} \\ |
| - | 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 selected**__ – gives the report all the balance dividend between currencies and calculates prepayments with today’s currency rate, unpaid payments and balance. |
| - | {{:et:jane20210901-201247.png}} \\ | + | {{:et:triinp20221101-123010.png}} \\ |
| - | Picture(8) | + | Picture(9) |
| Line 124: | Line 125: | ||
| 5.2.1. Add a customer debt comment to sales ledgers: \\ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
| {{:et:jane20210916-154305.png}}\\ | {{:et:jane20210916-154305.png}}\\ | ||
| - | Picture (9) | + | Picture (10) |
| Also visible when grouped by customers. | Also visible when grouped by customers. | ||
| {{:et:jane20210916-154515.png}}\\ | {{:et:jane20210916-154515.png}}\\ | ||
| - | Picture (10) \\ | + | Picture (11) \\ |
| :!: If there is no change option, the user does not have the right to change the client card. | :!: If there is no change option, the user does not have the right to change the client card. | ||
| {{:et:jane20210901-204030.png}} | {{:et:jane20210901-204030.png}} | ||
| - | Picture (11) | + | Picture (12) |
| 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
| {{:et:jane20210901-204444.png}} | {{:et:jane20210901-204444.png}} | ||
| - | Picture (12) | + | Picture (13) |
