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en:mr_aru_reskontro [2022/11/01 11:24] triinp [4. Fine tuning] |
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}} | ||
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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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=====4. Fine tuning===== | =====4. Fine tuning===== | ||
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Picture(2) | Picture(2) | ||
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***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
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Picture(3) | Picture(3) | ||
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+ | {{:et:triinp20221101-120515.png}} | ||
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***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}} \\ |
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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}} \\ | ||
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:!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | ||
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{{:et:jane20210901-200554.png}} \\ | {{:et:jane20210901-200554.png}} \\ | ||
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:!: 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. | ||
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{{:et:jane20210901-201047.png}} \\ | {{:et:jane20210901-201047.png}} \\ | ||
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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) |