en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/11/01 12:33] – [5.1Filtering options] triinp | en:mr_aru_reskontro [2022/11/01 13:30] – [5.1Filtering options] triinp | ||
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=====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
- | {{: | + | {{: |
Picture(1) | Picture(1) | ||
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***Excel sheet {{: | ***Excel sheet {{: | ||
***Save report {{: | ***Save report {{: | ||
- | ***Split label** - choices: numbers, days | ||
{{: | {{: | ||
Picture(3) | Picture(3) | ||
+ | ***Split label** - choices: numbers, days | ||
{{: | {{: | ||
{{: | {{: | ||
Picture(4) | Picture(4) | ||
- | ***Customer | + | ***Customer |
***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) | ||
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- | 5.1.1 Sales Ledger regular report with currency option: | + | __** 5.1.1.Sales Ledger regular report with currency option:**__ |
{{: | {{: | ||
Picture(5) | Picture(5) | ||
- | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, | + | __**5.1.2. Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, |
{{: | {{: | ||
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:!: Filtering with " | :!: Filtering with " | ||
- | 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, | + | __**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, |
{{: | {{: | ||
Picture(7) | Picture(7) | ||
- | :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/ | + | :!: Filtering with exclusion mark " |
- | 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. | + | __**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. |
{{: | {{: | ||
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. | + | __**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. |
{{: | {{: | ||
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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", | 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", | ||
- | 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 (10) | Picture (10) | ||
Also visible when grouped by customers. | Also visible when grouped by customers. | ||
- | {{:et:jane20210916-154515.png}}\\ | + | {{:et:triinp20221101-124349.png}}\\ |
Picture (11) \\ | 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. | ||
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Picture (12) | Picture (12) | ||
- | 5.2.2. The customer' | + | __**5.2.2. The customer' |
+ | |||
+ | {{: | ||
- | {{: | + | ==== 5.3 Payment schedule information ==== |
- | Picture (13) | + | |
+ | If the invoice is received based on a payment schedule, the payment schedule note is added to the end of the invoice data. | ||
+ | {{: | ||
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja