en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/11/01 13:08] – [5.2. Using the customer's internal comment] triinp | en:mr_aru_reskontro [2022/12/27 15:50] – [5.3 Payment schedule information] triinp | ||
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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 | + | === 5.1.2. Show only SEK and USD invoices |
+ | |||
+ | For this 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. | ||
{{: | {{: | ||
Picture(9) | Picture(9) | ||
+ | |||
+ | === 5.1.6 Overlaps are possible === | ||
+ | |||
+ | Works with filter Total - customers. Only customers with both debt and prepayment can be filtered out. | ||
+ | |||
+ | {{: | ||
+ | Picture (10) | ||
==== 5.2. Using the customer' | ==== 5.2. Using the customer' | ||
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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 |
{{: | {{: | ||
- | Picture (10) | + | Picture (11) |
Also visible when grouped by customers. | Also visible when grouped by customers. | ||
{{: | {{: | ||
- | Picture (11) \\ | + | Picture (12) \\ |
:!: 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. | ||
{{: | {{: | ||
- | Picture (12) | + | Picture (13) |
- | __**5.2.2. The customer' | + | ===5.2.2. The customer' |
{{: | {{: | ||
- | Picture (13) | + | Picture (14) |
==== 5.3 Payment schedule information ==== | ==== 5.3 Payment schedule information ==== | ||
- | Kui arve laekub maksegraafiku alusel | + | If the invoice is received based on a payment schedule, the payment schedule note is added to the end of the invoice data. |
- | + | ||
- | {{: | + | |
+ | {{: | ||
+ | Picture (15) | ||
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja