en:mr_aru_reskontro
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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en:mr_aru_reskontro [2022/11/01 12:35] triinp [5.1Filtering options] |
en:mr_aru_reskontro [2022/11/01 13:13] triinp [5.3 Payment schedule information] |
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| =====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
| - | {{:et:triinp20221101-111052.png}} | + | {{:et:triinp20221101-124953.png}} |
| Picture(1) | Picture(1) | ||
| Line 68: | Line 68: | ||
| ***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:triinp20221101-120834.png}} \\ | {{:et:triinp20221101-120834.png}} \\ | ||
| Picture(3) | Picture(3) | ||
| + | ***Split label** - choices: numbers, days | ||
| {{:et:triinp20221101-120515.png}} | {{:et:triinp20221101-120515.png}} | ||
| {{:et:triinp20221101-120651.png}}\\ | {{:et:triinp20221101-120651.png}}\\ | ||
| Picture(4) | 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 123: | Line 122: | ||
| 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 (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. | ||
| Line 134: | Line 133: | ||
| Picture (12) | 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 (13) | Picture (13) | ||
| + | ==== 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}} | ||
