en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/11/01 11:24] triinp [2. Choices] |
en:mr_aru_reskontro [2022/11/01 12:49] triinp [1. Filters and filter options] |
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| =====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
| - | {{:et:triinp20221101-111052.png}} | + | {{:et:triinp20221101-124953.png}} |
| + | Picture(1) | ||
| ***Customer** - Customer’s code on Document (invoice or proceeding). | ***Customer** - Customer’s code on Document (invoice or proceeding). | ||
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| =====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. | ||
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| ***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) | ||
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| + | {{: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 | ||
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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,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. | ||
| - | 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) |
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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", etc.…). You can now see such information directly from the sales ledger. | 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", etc.…). You can now see such information directly from the sales ledger. | ||
| - | 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:triinp20221101-124225.png}}\\ |
| - | Picture (9) | + | Picture (10) |
| Also visible when grouped by customers. | Also visible when grouped by customers. | ||
| - | {{:et:jane20210916-154515.png}}\\ | + | {{:et:triinp20221101-124349.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:triinp20221101-124837.png}} |
| - | Picture (12) | + | Picture (13) |
