Create payable - Revision history

Andrii: /* Include CAT log details in job PO and vendor invoice PDF */

2022-09-19T14:50:53Z

‎Include CAT log details in job PO and vendor invoice PDF

Andrii: /* Include CAT log details in job PO and vendor invoice PDF */

2022-09-19T13:51:19Z

‎Include CAT log details in job PO and vendor invoice PDF

Andrii: /* Include CAT log details in quote and invoice PDF */

2022-09-19T13:36:21Z

‎Include CAT log details in quote and invoice PDF

Andrii: /* Conversion rates */

2022-09-16T09:02:28Z

‎Conversion rates

Andrii at 08:02, 7 September 2022

2022-09-07T08:02:25Z

Andrii at 08:00, 7 September 2022

2022-09-07T08:00:45Z

Andrii: /* Relevant prices */

2022-09-05T14:24:11Z

‎Relevant prices

Andrii at 14:22, 5 September 2022

2022-09-05T14:22:07Z

Artem at 12:10, 16 April 2021

2021-04-16T12:10:48Z

Aleksandra.d: /* Apply rates template */

2020-09-08T08:28:36Z

‎Apply rates template

@@ Line 143: / Line 143: @@
 You can include CAT log details in a PDF of a job PO or vendor invoice. To do so, find the needed [[PDF_templates#Job_PO_PDF_templates|<U>'''job PO'''</U>]] or [[PDF_templates#Vendor_invoice_PDF_templates|<U>'''vendor invoice'''</U>]] PDF template and click '''"Update"''':
-[[File:Pdf template+.png|border|1070px]]
+[[File:Include cat log details in vendor invoice+.png|border|1070px]]
 Mark the "Include CAT log details" checkbox and click '''"Update"''' to save changes:

@@ Line 149: / Line 149: @@
 [[File:Update pdf template+.png|border|1070px]]
-The CAT log details will be displayed in a PDF of a [[Update_quote_page|'''<U>quote</U>''']] or [[Update_client_invoice#General_information|'''<U>client invoice</U>''']] if such a template is selected:
+The CAT log details will be displayed in a PDF of a [[Update_job|'''<U>job PO</U>''']] or [[Update_vendor_invoice|'''<U>vendor invoice</U>''']] if such a template is selected:
 [[File:Cat log details.png|border|750px]]

@@ Line 139: / Line 139: @@
 [[file:CAT Receivable log apply template edit 2.png|border|500px]]
-===='''Include CAT log details in quote and invoice PDF'''====
+===='''Include CAT log details in job PO and vendor invoice PDF'''====
-You can include CAT log details in a PDF of a quote or client invoice. To do so, find the needed [[PDF_templates#Quote_PDF_templates|<U>'''quote'''</U>]] or [[PDF_templates#Client_invoice_PDF_templates|<U>'''invoice'''</U>]] template and click '''"Update"''':
+You can include CAT log details in a PDF of a job PO or vendor invoice. To do so, find the needed [[PDF_templates#Job_PO_PDF_templates|<U>'''job PO'''</U>]] or [[PDF_templates#Vendor_invoice_PDF_templates|<U>'''vendor invoice'''</U>]] PDF template and click '''"Update"''':
 [[File:Pdf template+.png|border|1070px]]

@@ Line 101: / Line 101: @@
 ==='''Conversion rates'''===
-In this section, you can '''<U>[[Create payable#Edit CAT log conversion rates|edit]]</U>''' conversion rates, '''<U>[[Create payable#Apply rates template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one, and download a conversion rate table as PDF.
+In this section, you can '''<U>[[Create payable#Edit CAT log conversion rates|edit]]</U>''' conversion rates, '''<U>[[Create payable#Apply rates template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one.
 To do so, click on the corresponding buttons:
-[[File:1 buttons cat.png|border|900px]]
+[[File:Conversion rates+.png|border|1070px]]
 ===='''Edit CAT log conversion rates'''====
@@ Line 111: / Line 111: @@
 To edit conversion rates, click the '''"Edit rates"''' button:
-[[File:2 edit rates.png|border|900px]]
+[[File:Conversion rates (edit).png|border|1070px]]
 It will open '''Edit CAT log conversion rates''' page.
@@ Line 123: / Line 123: @@
 To apply a different CAT log conversion rates template, click the '''"Apply rates template"''' button:
-[[File:1 rates.png|border|900px]]
+[[File:Conversion rates (apply rates).png|border|1070px]]
 It will open '''Apply CAT log conversion rates template''' page.
@@ Line 139: / Line 139: @@
 [[file:CAT Receivable log apply template edit 2.png|border|500px]]
-===='''Download conversion rates'''====
+===='''Include CAT log details in quote and invoice PDF'''====
-To download a conversion rate table, click the '''"Download as PDF"''' button:
+You can include CAT log details in a PDF of a quote or client invoice. To do so, find the needed [[PDF_templates#Quote_PDF_templates|<U>'''quote'''</U>]] or [[PDF_templates#Client_invoice_PDF_templates|<U>'''invoice'''</U>]] template and click '''"Update"''':
-[[File:Download as PDF rates.png|border|900px]]
+[[File:Pdf template+.png|border|1070px]]
-[[File:Pdf rates.png|border|800px]]
+Mark the "Include CAT log details" checkbox and click '''"Update"''' to save changes:
-[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
+[[File:Update pdf template+.png|border|1070px]]
 =='''Add payable-related files'''==

@@ Line 7: / Line 7: @@
 [[file:Add payable.png|border|1000px]]
-*'''"Flat rate"'''—if you just need to enter the amount of a payable without entering volumes and rates.
+*'''"Flat rate"''' — if you just need to enter the amount of a payable without entering volumes and rates.
-*'''"Unit based"'''—if you have to enter the volume and rate for calculating the price.
+*'''"Unit based"''' — if you have to enter the volume and rate for calculating the price.
-*'''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+*'''"CAT log based"''' — if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
 Each of the payable types is described below.
@@ Line 21: / Line 21: @@
 [[File:New FR payable.png|border|700px]]
-*'''Total'''—please enter the total amount here.
+*'''Total''' — please enter the total amount here.
-*'''Currency'''—please select the necessary currency here.
+*'''Currency''' — please select the necessary currency here.
-*'''File'''—here you may select the payable-related file here if necessary.
+*'''File''' — here you may select the payable-related file here if necessary.
-*'''Note (hidden from vendor)'''—here you may leave additional information that will be hidden from your vendor.
+*'''Note (hidden from vendor)''' — here you may leave additional information that will be hidden from your vendor.
-*'''Note (visible to vendor)'''—here you may leave additional information that will be visible to your vendor.
+*'''Note (visible to vendor)''' — here you may leave additional information that will be visible to your vendor.
 When you have finished entering all the data, click '''"Create"'''.

@@ Line 3: / Line 3: @@
 This is the summary of how much you will pay to your vendor.
-To do so, press '''"New payable"''' and select the type of the payable you want to add:
+To do so, click '''"New payable"''' and select the type of the payable you want to add:
 [[file:Add payable.png|border|1000px]]
@@ Line 31: / Line 31: @@
 *'''Note (visible to vendor)'''—here you may leave additional information that will be visible to your vendor.
-When you have finished entering all the data, press '''"Create"'''.
+When you have finished entering all the data, click '''"Create"'''.
-Once you press '''"Create"''', the system will bring you back to the '''<u>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job.
+Once you click '''"Create"''', the system will bring you back to the '''<u>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job.
-If you press the '''"Create & Clone"''' button, the previous payable will be created, and you may add a new one based on pre-entered data right away.
+If you click the '''"Create & Clone"''' button, the previous payable will be created, and you may add a new one based on pre-entered data right away.
 [[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
@@ Line 61: / Line 61: @@
 [[file:CAT log based payable 1.png|border|700px]]
-''By pressing the "Upload" link, you may upload another CAT log file to your project.''
+''By clicking the "Upload" link, you may upload another CAT log file to your project.''
-Press '''"Next"''' to proceed.
+Click '''"Next"''' to proceed.
 . Then you may inspect and amend conversion rates in case of necessity:
@@ Line 69: / Line 69: @@
 [[file:CAT log based payable 2.png|border|400px]]
-Press '''"Next"''' to continue.
+Click '''"Next"''' to continue.
-. Enter the required '''"Price per unit"''' and press '''"Create"'''.
+. Enter the required '''"Price per unit"''' and click '''"Create"'''.
 ''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Create payable#Relevant prices|Relevant prices]]</U>''' table if there is any.''
@@ Line 109: / Line 109: @@
 ===='''Edit CAT log conversion rates'''====
-To edit conversion rates, press the '''"Edit rates"''' button:
+To edit conversion rates, click the '''"Edit rates"''' button:
 [[File:2 edit rates.png|border|900px]]
@@ Line 115: / Line 115: @@
 It will open '''Edit CAT log conversion rates''' page.
-Adjust conversion rates according to your needs and press '''"Apply"''' to confirm changes:
+Adjust conversion rates according to your needs and click '''"Apply"''' to confirm changes:
 [[file:CAT Receivable log edit rates 2.png|border|220px]]
@@ Line 121: / Line 121: @@
 ===='''Apply rates template'''====
-To apply a different CAT log conversion rates template, press the '''"Apply rates template"''' button:
+To apply a different CAT log conversion rates template, click the '''"Apply rates template"''' button:
 [[File:1 rates.png|border|900px]]
@@ Line 127: / Line 127: @@
 It will open '''Apply CAT log conversion rates template''' page.
-Press '''"Apply template"''' in the row of the required template:
+Click '''"Apply template"''' in the row of the required template:
 [[file:CAT Receivable log apply template2.png|border|1100px]]
-Here you may also update conversion rate table of the necessary template by pressing the '''"Edit template"''' button:
+Here you may also update conversion rate table of the necessary template by clicking the '''"Edit template"''' button:
 [[file:CAT Receivable log apply template edit.png|border|1100px]]
-Make the changes you need and press '''"Update"''':
+Make the changes you need and click '''"Update"''':
 [[file:CAT Receivable log apply template edit 2.png|border|500px]]
@@ Line 141: / Line 141: @@
 ===='''Download conversion rates'''====
-To download a conversion rate table, press the '''"Download as PDF"''' button:
+To download a conversion rate table, click the '''"Download as PDF"''' button:
 [[File:Download as PDF rates.png|border|900px]]

@@ Line 165: / Line 165: @@
 <span style="color:red">'''Note:'''</span> This table is applicable only for '''Unit based''' and '''CAT log based''' payables.
-The table contains '''<U>[[Vendor prices list#Create general price|general prices]]</U>''' and the prices that you have recorded for this vendor on '''<u>[[Vendor view page, Prices tab|Prices tab]]</u>''' of the vendor profile (or on '''<U>[[Vendor prices list#Create new prices|Vendor prices]]</U>''' page).
+The table contains '''<U>[[Vendor prices list#Create general price|general prices]]</U>''' and the prices that you have recorded for this vendor on '''<u>[[Vendor_view_page,_Prices_tab#Create_specific_price|Prices tab]]</u>''' of the vendor profile.
 As you start entering payable, some price rows will turn green thus indicating that they might be relevant for this payable.

@@ Line 36: / Line 36: @@
 If you press the '''"Create & Clone"''' button, the previous payable will be created, and you may add a new one based on pre-entered data right away.
 =='''Unit based payable'''==
@@ Line 48: / Line 50: @@
 If there are several receivables in the project, you can click the necessary '''Receivables''' table row to copy '''Unit amount''' to form.
 =='''Cat log based payable'''==
@@ Line 142: / Line 146: @@
 [[File:Pdf rates.png|border|800px]]
 =='''Add payable-related files'''==
@@ Line 152: / Line 158: @@
 [[file:Vendor invoice with file.png|border|600px]]
 =='''Relevant prices'''==
@@ Line 170: / Line 178: @@
 [[File:Payable All prices.png|border|1100px]]
 =='''General info'''==
@@ Line 192: / Line 202: @@
 *'''Language pair'''–indicates what language pair is selected for the job.