Project details, Finances tab - Revision history

Andrii: /* Receivables from client */

2025-09-20T18:14:30Z

‎Receivables from client

Andrii: /* Receivables from client */

2025-09-20T18:08:43Z

‎Receivables from client

Andrii at 07:34, 7 September 2022

2022-09-07T07:34:52Z

Andrii at 12:57, 2 September 2022

2022-09-02T12:57:23Z

Andrii: /* Receivables from client */

2022-07-26T13:26:41Z

‎Receivables from client

Andrii: /* Receivables from client */

2022-07-26T13:26:09Z

‎Receivables from client

Andrii: /* Invoice receivables */

2022-07-26T13:25:29Z

‎Invoice receivables

Andrii: /* Download receivables PO */

2022-07-26T13:05:51Z

‎Download receivables PO

Artem: /* Invoice payables */

2021-08-16T06:35:20Z

‎Invoice payables

Artem: /* Invoice payables */

2021-08-16T06:35:12Z

‎Invoice payables

@@ Line 38: / Line 38: @@
 <span style="color:orange">'''Note:'''</span> If the receivable has been already invoiced, you cannot delete it without deleting the invoice first. Or you can unlink the receivables from the invoice.
-<span style="color:orange">'''Note:'''</span> It is possible to create and clone receivables in projects only with the following statuses: "In progress", "Completed", "Completion accepted", "Completion rejected".
+<span style="color:orange">'''Note:'''</span> It is not possible to create and clone receivables in projects with the "Cancelled" and "Offer rejected" statuses.
 ==='''Invoice receivables'''===

@@ Line 36: / Line 36: @@
 [[File:1st update clone.png|border|1070px]]
-<span style="color:red">'''Note:'''</span> If the receivable has been already invoiced, you cannot delete it without deleting the invoice first. Or you can unlink the receivables from the invoice.
+<span style="color:orange">'''Note:'''</span> If the receivable has been already invoiced, you cannot delete it without deleting the invoice first. Or you can unlink the receivables from the invoice.
 ==='''Invoice receivables'''===

@@ Line 18: / Line 18: @@
 This is the summary of how much your client will pay you.
-You can add a receivable by pressing the "'''New receivable'''" button and choosing the receivable type:
+You can add a receivable by clicking the "'''New receivable'''" button and choosing the receivable type:
 [[File:New rec.png|border|1070px]]
@@ Line 32: / Line 32: @@
 [[File:UB receivable.png|border|500px]]
-Entered receivables can be edited, cloned, and deleted by pressing the corresponding buttons:
+Entered receivables can be edited, cloned, and deleted by clicking the corresponding buttons:
 [[File:1st update clone.png|border|1070px]]
@@ Line 42: / Line 42: @@
 If you are issuing a separate invoice for each project, you can create invoices directly from this section.
-To do so, select the receivables you need to invoice and press '''"Invoice selected"''':
+To do so, select the receivables you need to invoice and click '''"Invoice selected"''':
 [[File:3rd one.png|border|1070px]]
@@ Line 62: / Line 62: @@
 <span style="color:red">'''Note:'''</span> Payables (as well as receivables) might be in different currencies, and the system automatically converts '''Grand total''' to your default currency.
-Each payable can be managed by pressing the '''"Clone"''', '''"Update"''', and '''"Delete"''' buttons.
+Each payable can be managed by clicking the '''"Clone"''', '''"Update"''', and '''"Delete"''' buttons.
 <span style="color:red">'''Note:'''</span> If the payable has been already invoiced, you cannot delete it without deleting the invoice first.
@@ Line 76: / Line 76: @@
 You can create invoices directly from this section.
-To do so, select the payables you need to invoice and press '''"Invoice selected"''':
+To do so, select the payables you need to invoice and click '''"Invoice selected"''':
 [[File:2nd one.png|border|1000px]]

@@ Line 22: / Line 22: @@
 [[File:New rec.png|border|1070px]]
-* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
+* '''"Flat rate"''' — if you just need to enter the amount of a receivable 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.
 It will open the '''<u>[[Create receivable|New receivable]]</u>''' page (''the data type to fill in will be displayed in accordance with the '''<U>[[Create receivable|type of receivable]]</U>''' you've selected''):
@@ Line 89: / Line 89: @@
 == '''Project finances summary''' ==
-Project finances summary is based on the '''<u>[[Project Details, Finances tab#Receivables from client|receivables]]</u>''' entered on the '''Finances''' tab of the project and '''<U>[[Job view#Payables to vendor|payables]]</U>''' entered in the assigned jobs within the project:
+Project finances summary is based on the '''<u>[[Project_details,_Finances_tab#Receivables_from_client|receivables]]</u>''' entered on the '''Finances''' tab of the project and '''<U>[[Job view#Payables to vendor|payables]]</U>''' entered in the assigned jobs within the project:
 [[file:Project finances summary.png|border|400px]]

@@ Line 34: / Line 34: @@
 Entered receivables can be edited, cloned, and deleted by pressing the corresponding buttons:
-[[File:1st update clone.png|border|1000px]]
+[[File:1st update clone.png|border|1070px]]
 <span style="color:red">'''Note:'''</span> If the receivable has been already invoiced, you cannot delete it without deleting the invoice first. Or you can unlink the receivables from the invoice.
@@ Line 44: / Line 44: @@
 To do so, select the receivables you need to invoice and press '''"Invoice selected"''':
-[[File:3rd one.png|border|1000px]]
+[[File:3rd one.png|border|1070px]]
 Find more about clients invoicing '''<u>[[Clients receivables list#Create invoice|here]]</u>'''.

← Older revision		Revision as of 13:25, 26 July 2022
Line 47:		Line 47:

	Find more about clients invoicing '''<u>[[Clients receivables list#Create invoice\|here]]</u>'''.		Find more about clients invoicing '''<u>[[Clients receivables list#Create invoice\|here]]</u>'''.
		+
		+	==='''Export data to Excel'''===
		+
		+	To export the list of receivables to Excel, go to the '''Finances''' tab of the project and click the '''"Export to Excel"''' button in the '''Receivables from client''' section:
		+
		+	[[File:Export receivables to excel.png\|border\|1070px]]

	=='''Payables to vendors'''==		=='''Payables to vendors'''==

← Older revision		Revision as of 13:05, 26 July 2022
Line 47:		Line 47:

	Find more about clients invoicing '''<u>[[Clients receivables list#Create invoice\|here]]</u>'''.		Find more about clients invoicing '''<u>[[Clients receivables list#Create invoice\|here]]</u>'''.
−
−	~~==='''Download receivables PO'''===~~
−
−	~~To download receivables PO, go to the Finances tab of a project, and in the '''Receivables from client field''' press the '''"Download receivables PO"''' button:~~
−
−	~~[[File:Download receivables as PO.png\|border\|1000px]]~~

	=='''Payables to vendors'''==		=='''Payables to vendors'''==

← Older revision		Revision as of 06:35, 16 August 2021
Line 81:		Line 81:

	<span style="color:red">'''Note:'''</span> You cannot invoice payables included in jobs that haven't been accepted by managers. The checkbox is not displayed in this case.		<span style="color:red">'''Note:'''</span> You cannot invoice payables included in jobs that haven't been accepted by managers. The checkbox is not displayed in this case.
		+
	If the job status is not "Completion accepted" or there is no payment method specified for the vendor, the corresponding payable(s) will not be invoiced.		If the job status is not "Completion accepted" or there is no payment method specified for the vendor, the corresponding payable(s) will not be invoiced.