Vendor invoices list - Revision history

Yevgen: /* Search invoices with filters */

2025-10-23T08:41:50Z

‎Search invoices with filters

Andrii: /* Export to Excel */

2022-10-20T13:59:40Z

‎Export to Excel

Andrii: /* Open invoices, linked payments, and vendor profiles */

2022-10-20T13:52:22Z

‎Open invoices, linked payments, and vendor profiles

Andrii: /* Vendor invoice filters */

2022-10-20T13:30:40Z

‎Vendor invoice filters

Andrii: /* Vendor invoice filters */

2022-10-20T11:50:41Z

‎Vendor invoice filters

Andrii: /* Search invoices with filters */

2022-10-20T11:46:45Z

‎Search invoices with filters

Andrii at 08:53, 12 September 2022

2022-09-12T08:53:31Z

Andrii: /* Vendor invoice filters */

2022-07-26T08:49:54Z

‎Vendor invoice filters

Andrii: /* Cover invoices by payments */

2022-03-30T09:21:19Z

‎Cover invoices by payments

Andrii: /* Cover invoices by payments */

2022-03-30T09:21:08Z

‎Cover invoices by payments

@@ Line 40: / Line 40: @@
 To inactivate the filter, click the '''"Clear"''' button.
-The header color will turn to gray, which means that no filter is not applied:
+The header color will turn to gray, which means that no filter is applied:
 [[File:S1.png|border|900px]]

@@ Line 110: / Line 110: @@
 You may also download the necessary invoice by clicking the '''"Download"''' button in the corresponding row:
-[[File:Vendor invoices export to exel.png|border|1200px]]
+[[File:Export to excel.png|border|1070px]]
 <span style="color:red"> '''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

@@ Line 78: / Line 78: @@
 You can click items in the tables to open corresponding pages:
-[[File:Vendor invoices items.png|border|1200px]]
+[[File:Links to invoices, payments and vendors.png|border|1070px]]
 Invoice item opens '''<u>[[Vendor invoice view|Vendor invoice view page]]</u>'''.

@@ Line 55: / Line 55: @@
 *'''Contact person''' — displays only the invoices of the specified contact person.
 *'''Total''' — displays only the invoices with the specified amount.
@@ Line 62: / Line 60: @@
 *'''Currency''' — displays only the invoices with the specified currency.
-*'''Creation date''' — displays only the invoices created within the specified date range.
+*'''Created by''' — displays only the invoices created by a certain manager.
 *'''Due date''' — displays only the invoices with the due date within the specified date range.
@@ Line 72: / Line 72: @@
 *'''Has linked payments''' — displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
-*'''Fully covered''' — displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
+*'''Has non-zero due amount''' — displays only the invoices that have or do not have non-zero due amounts in accordance with the filter value applied (Yes, No).
 =='''Open invoices, linked payments, and vendor profiles'''==

@@ Line 45: / Line 45: @@
 =='''Vendor invoice filters'''==
 *'''Code''' — displays only the invoices with the code containing the specified symbols combination.
-*'''Legal entity''' — displays only the invoices with the specified legal entity.
+*'''Vendor''' — displays only the invoices of the specified vendor.
-*'''Vendor''' — displays only the invoices of the specified vendor.
+*'''Vendor types''' — displays only the invoices issued for vendors of the specified type (Company, Freelancer, In-house).
 *'''Contact person''' — displays only the invoices of the specified contact person.

@@ Line 22: / Line 22: @@
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
-[[File:V invoices f.png|border|1000px]]
+[[File:Vendor invoices filters.png|border|1070px]]
 So you can enter the data into the appropriate fields and click '''"Apply"'''.

@@ Line 20: / Line 20: @@
 If you want to hide or display some invoices from the list, you may apply filters.
-You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
+You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 [[File:V invoices f.png|border|1000px]]
-So you can enter the data into the appropriate fields and press '''"Apply"'''.
+So you can enter the data into the appropriate fields and click '''"Apply"'''.
 If the filter  is applied, the header turns blue:
@@ Line 30: / Line 30: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:
@@ Line 104: / Line 104: @@
 =='''Export to Excel'''==
-You can export the displayed table of vendor invoices to Excel by pressing '''"Export to Excel"''' button over the upper right corner of the table.
+You can export the displayed table of vendor invoices to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table.
-You may also download the necessary invoice by pressing the '''"Download"''' button in the corresponding row:
+You may also download the necessary invoice by clicking the '''"Download"''' button in the corresponding row:
 [[File:Vendor invoices export to exel.png|border|1200px]]
 <span style="color:red"> '''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

@@ Line 46: / Line 46: @@
 =='''Vendor invoice filters'''==
-*'''Code'''—displays only the invoices with the code containing the specified symbols combination.
+*'''Code''' — displays only the invoices with the code containing the specified symbols combination.
-*'''Legal entity'''—displays only the invoices with the specified legal entity.
+*'''Legal entity''' — displays only the invoices with the specified legal entity.
-*'''Vendor'''—displays only the invoices of the specified vendor.
+*'''Vendor''' — displays only the invoices of the specified vendor.
-*'''Contact person'''—displays only the invoices of the specified contact person.
+*'''Contact person''' — displays only the invoices of the specified contact person.
-*'''Created by'''—displays only the invoices created by a certain manager.
+*'''Created by''' — displays only the invoices created by a certain manager.
-*'''Total'''—displays only the invoices with the specified amount.
+*'''Total''' — displays only the invoices with the specified amount.
-*'''Currency'''—displays only the invoices with the specified currency.
+*'''Currency''' — displays only the invoices with the specified currency.
-*'''Creation date'''—displays only the invoices created within the specified date range.
+*'''Creation date''' — displays only the invoices created within the specified date range.
-*'''Due date'''—displays only the invoices with the due date within the specified date range.
+*'''Due date''' — displays only the invoices with the due date within the specified date range.
-*'''Note'''—displays only the invoices with notes containing the specified symbols combination.
+*'''Note''' — displays only the invoices with notes containing the specified symbols combination.
-*'''Overdue'''— displays due or overdue invoices in accordance with the filter value applied (Yes, No).
+*'''Overdue''' — displays due or overdue invoices in accordance with the filter value applied (Yes, No).
-*'''Has linked payments'''—displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
+*'''Has linked payments''' — displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
-*'''Fully covered'''—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
+*'''Fully covered''' — displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
 =='''Open invoices, linked payments, and vendor profiles'''==

@@ Line 100: / Line 100: @@
 [[File:Payments created2.png|border|1000px]]
-::<span style="color:red">'''Note:'''</span> Note: if you click "Cover all by payments", all filtered invoices will be covered by payments.
+::<span style="color:red">'''Note:'''</span> if you click "Cover all by payments", all filtered invoices will be covered by payments.
 =='''Export to Excel'''==

← Older revision		Revision as of 09:21, 30 March 2022
Line 99:		Line 99:

	[[File:Payments created2.png\|border\|1000px]]		[[File:Payments created2.png\|border\|1000px]]
		+
		+	::<span style="color:red">'''Note:'''</span> Note: if you click "Cover all by payments", all filtered invoices will be covered by payments.

	=='''Export to Excel'''==		=='''Export to Excel'''==