Legal entities - Revision history

Anatoly.k: /* General information */

2023-02-25T14:38:41Z

‎General information

Anatoly.k: /* General information */

2023-02-25T14:38:12Z

‎General information

Andrii at 07:30, 27 September 2022

2022-09-27T07:30:23Z

Andrii at 14:58, 26 September 2022

2022-09-26T14:58:35Z

Artem at 13:17, 16 April 2021

2021-04-16T13:17:10Z

Aleksandra.d: /* General information */

2020-11-20T07:30:13Z

‎General information

Aleksandra.d: /* General information */

2020-11-20T07:30:00Z

‎General information

Aleksandra.d: /* Individual invoice codes */

2020-10-20T09:55:58Z

‎Individual invoice codes

Aleksandra.d: /* Individual invoice codes */

2020-10-20T09:48:43Z

‎Individual invoice codes

Aleksandra.d: /* Individual invoice codes */

2020-10-20T08:05:33Z

‎Individual invoice codes

@@ Line 3: / Line 3: @@
 =='''General information'''==
-If you are using more then one legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.
+If you are using more than one legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.
 It means that you can set up different document items (logo, address, company name) for different legal entities.

@@ Line 3: / Line 3: @@
 =='''General information'''==
-If you are using more than 1 legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.
+If you are using more then one legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.
 It means that you can set up different document items (logo, address, company name) for different legal entities.

@@ Line 1: / Line 1: @@
-''Legal entities page:https://cloud.protemos.com/branch/index''
+''Legal entities page: https://cloud.protemos.com/branch/index''
 ----
 =='''General information'''==

@@ Line 17: / Line 17: @@
 =='''Add new legal entity'''==
-To add a new legal entity press the '''"New legal entity"''' button:
+To add a new legal entity click the '''"New legal entity"''' button:
 [[File:Le 2.png|border|1000px]]
-Then enter the required information and press '''"Create"''':
+Then enter the required information and click '''"Create"''':
 [[File:Create le.png|border|550px]]
@@ Line 31: / Line 31: @@
 =='''Change default legal entity'''==
-To change the default legal entity, press the '''"Change default legal entity"''' button:
+To change the default legal entity, click the '''"Change default legal entity"''' button:
 [[File:Change default legal eneityt.png|border|1000px]]
-Then change the necessary details and press '''"Update"''':
+Then change the necessary details and click '''"Update"''':
 [[File:Default legal entity le.png|border|750px]]
@@ Line 49: / Line 49: @@
 You can set up different invoice numbering for each legal entity.
-To do so, press the '''"Update"''' button for the needed legal entity:
+To do so, click the '''"Update"''' button for the needed legal entity:
 [[File:Le invoice numbering 1.png|border|1000px]]
-Enter the needed numbers, code prefixes, and press '''"Update"''':
+Enter the needed numbers, code prefixes, and click '''"Update"''':
 [[File:Le invoice numb 2.png|border|400px]]
@@ Line 59: / Line 59: @@
 The same actions apply to update the invoice codes for other legal entities.
-Press the '''"Update"''' button for the needed legal entity:
+Click the '''"Update"''' button for the needed legal entity:
 [[File:2nd le.png|border|1000px]]
-Enter the needed numbers, code prefixes, and press '''"Update"''':
+Enter the needed numbers, code prefixes, and click '''"Update"''':
 [[File:2nd le 2.png|border|400px]]

← Older revision		Revision as of 13:17, 16 April 2021
Line 78:		Line 78:
	#If there are '''no''' invoices from the legal entity, you can start from "1" (or from any other number if necessary).		#If there are '''no''' invoices from the legal entity, you can start from "1" (or from any other number if necessary).
	# If there are already some invoices, and you set any number in the '''"First client invoice number"''' field, the system will not use it and continue consecutive numbering. For example, if you have 10 invoices, the next one will be with the "11" number. You cannot reset it to start from "1" or any other number unless you delete all the invoices from this legal entity.		# If there are already some invoices, and you set any number in the '''"First client invoice number"''' field, the system will not use it and continue consecutive numbering. For example, if you have 10 invoices, the next one will be with the "11" number. You cannot reset it to start from "1" or any other number unless you delete all the invoices from this legal entity.
		+
		+	[[File:Redirect.jpg\|40px\|link=Legal entities]] Back to the '''table of contents'''.

@@ Line 11: / Line 11: @@
 [[File:Legal entities menu.png|border|150px]]
-Here you see the list of your legal entities. You can add new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:
+Here you see the list of your legal entities. You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:
 [[File:Le 1.png|border|1000px]]

@@ Line 73: / Line 73: @@
 <span style="color:red">'''Note:''' </span>
 You can set any number in the "First client invoice number", but the system will use it only to create the first invoice, and afterward, the numeration will be consecutive.
-To make it clearer:
+#If there are '''no''' invoices from the legal entity, you can start from "1" (or from any other number if necessary).
+# If there are already some invoices, and you set any number in the '''"First client invoice number"''' field, the system will not use it and continue consecutive numbering.  For example, if you have 10 invoices, the next one will be with the "11" number. You cannot reset it to start from "1" or any other number unless you delete all the invoices from this legal entity.

@@ Line 71: / Line 71: @@
 [[File:Diff le.png|border|1000px]]
-<span style="color:red">'''Note:''' </span> Please be aware, the number of the next invoice cannot be lower than the number of the last existing invoice.
+<span style="color:red">'''Note:''' </span>
-To start the numbering from "1" you have to have no invoices for the respective legal entity.
+To make it clearer:

@@ Line 67: / Line 67: @@
 [[File:2nd le 2.png|border|400px]]
-Different legal entities have different invoice sequence numbering and prefixes:
+Different legal entities have different invoice number sequences and prefixes:
 [[File:Diff le.png|border|1000px]]