en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/11/01 11:24] triinp [2. Choices] |
en:mr_aru_reskontro [2022/12/27 10:54] triinp [5.1Filtering 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). | ||
| 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. | ||
| ***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) – options: with customer information (same as on the screen), as table (allows to combine data from columns). | ***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) – options: with customer information (same as on the screen), as table (allows to combine data from columns). | ||
| ***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. | ***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. | ||
| - | ***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) | ||
| + | ***Split label** - choices: numbers, days | ||
| + | {{:et:triinp20221101-120515.png}} | ||
| + | {{:et:triinp20221101-120651.png}}\\ | ||
| + | Picture(4) | ||
| - | ***Customer datafield ** add the invoice receiver’s e-mail | + | ***Customer data field with invoice receiver e-mail** - add the invoice receiver’s e-mail |
| ***Customer datafields ** - choose 3,6,9 (amount of the data fields in the report) | ***Customer datafields ** - choose 3,6,9 (amount of the data fields in the report) | ||
| ***Currency** - EUR (default) | ***Currency** - EUR (default) | ||
| Line 84: | Line 84: | ||
| - | 5.1.1 Sales Ledger regular report with currency option: | + | === 5.1.1. Sales Ledger regular report with currency option: === |
| - | {{:et:jane20210901-195802.png}} \\ | + | |
| - | Picture(4) | + | |
| - | 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:triinp20221101-121049.png}} \\ |
| - | + | ||
| - | {{:et:jane20210901-200119.png}} \\ | + | |
| Picture(5) | Picture(5) | ||
| - | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | + | === 5.1.2. Show only SEK and USD invoices === |
| - | 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“ | + | For this separate currency codes with commas without space „SEK,USD“. If you want to see only USD invoices then write „USD“ |
| - | {{:et:jane20210901-200554.png}} \\ | + | {{:et:triinp20221101-121440.png}} \\ |
| Picture(6) | Picture(6) | ||
| - | :!: Filtering with exclusion mark "!" and "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 === | |
| - | 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. | + | |
| - | {{:et:jane20210901-201047.png}} \\ | + | 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:triinp20221101-121607.png}} \\ | ||
| Picture(7) | Picture(7) | ||
| - | 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. | + | :!: Filtering with exclusion mark "!" works also with Customer salesman/Invoice salesman. |
| - | {{:et:jane20210901-201247.png}} \\ | + | |
| + | === 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:triinp20221101-122703.png}} \\ | ||
| Picture(8) | Picture(8) | ||
| + | |||
| + | === 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:triinp20221101-123010.png}} \\ | ||
| + | Picture(9) | ||
| Line 122: | Line 131: | ||
| 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) | + | |
| + | |||
| + | ==== 5.3 Payment schedule information ==== | ||
| + | If the invoice is received based on a payment schedule, the payment schedule note is added to the end of the invoice data. | ||
| + | {{:et:triinp20221101-131101.png}} | ||
