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Document copy selection
)Settings → Personal settings → User
. Sends a printout of the purchase invoice by e-mail. By right-clicking you can choose between existing printouts
If the due date differs from the due date in the document transport, then it has a red exclamation mark in front of it
System settings > Supplier unpaid invoices
or from vendor card, if debt account is filled on vendor card. Can be overwritten
Pressing the button on the right side of the header, opens the fine-tuning settings.
You can change the column names and width by setting the account fields
The periodization functionality allows you to provide the necessary parameters when entering the original document, so that a periodic entry is made immediately after the document is saved.
The periodization functionality has been applied to the Purchase Invoice and Expense to periodize expenses and to the Sales Invoice to periodize income. It can also be used on Transaction.
Periodization can be started automatically. Automatic periodization takes place when confirming the document, if the corresponding setting is switched on and the required fields on the document have been filled in.
Automatic periodization is applicable to Purchase Invoice , Expense and Invoice .
Periodization is based on two rules: monthly periodization and daily periodization.
Monthly periodization - period is divided into months and according to this all the periodized parts are equal. Monthly periodization applies if applies the formula: periodization end date + 1 = periodization start date. Periodization period can be divided into full months.
These periods are for example:
Example A. 01.02.2019-31.01.2020 (31. + 1 = 1. day) and the period is divided exactly into 12 months;
Example B. 20.02.2019-19.12.2019 (19. + 1 = 20th day) and the period is divided exactly into 10 months.
⇒ (01.03. until 30.11 = 9 months) + (20.02 until 28.02.2019 = 1/3 months) + (01.12 until 19.12.2019 = 2/3 months) = 10 months.
If the periodized sum is 300 EUR, then in example A the period sum is: 300 EUR / 12 months = 25 EUR and the same sum applies to all periods.
In example B the period sum is: 300 EUR / 10 months = 30 EUR. 30 EUR applies to every month in period 01.03.-30.11.2019 (9×30 EUR). Between the periods 20.02 -28.02.2019 and 01.12-19.12.2019, which form an additional month, 30 EUR is divided so that the first period receives its share in proportion to the days remaining in that month and is based on a 30-day month ⇒ 30/30 * 20 days = 20 EUR.
The periodization balance goes to last partial month 300 - 270 - 20 = 10 EUR.
Monthly periodization- applies if the period is not divided into full months or the rule periodization end date + 1 = periodization start date does not apply.
To automatically periodize purchase invoice, must activate the setting Settings > System settings > Finance settings > Automatic Periodization
. Then fill in the periodized period on purchase invoice (columns Start ja End). The corresponding account must be filled in the account that is periodized.
Example:
As much account fields and datafields can be made visible on the purchase invoice as needed. It is user-based, so every user can choose different fields.
Column names and widths can be changed when setting the fields from finetuning