en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/11/01 11:21] triinp [2. Choices] |
en:mr_aru_reskontro [2022/11/01 12:11] 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 change ´´customers´´ module 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:jane20210901-200119.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 98: | Line 99: | ||
| {{:et:jane20210901-200554.png}} \\ | {{:et:jane20210901-200554.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. | ||
| Line 106: | Line 107: | ||
| {{:et:jane20210901-201047.png}} \\ | {{:et:jane20210901-201047.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 selection**__ – 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:jane20210901-201247.png}} \\ | ||
| - | Picture(8) | + | Picture(9) |
