Vendor payments list - Revision history

Andrii at 08:57, 12 September 2022

2022-09-12T08:57:14Z

Andrii at 08:55, 12 September 2022

2022-09-12T08:55:53Z

Aleksandra.d: /* Search payments with filters */

2020-03-11T09:16:01Z

‎Search payments with filters

Aleksandra.d: /* Import from Excel */

2020-03-10T13:59:11Z

‎Import from Excel

Aleksandra.d: /* Open payments, linked invoices, and vendor profiles */

2020-03-10T13:52:41Z

‎Open payments, linked invoices, and vendor profiles

Aleksandra.d: /* Export to Excel */

2020-03-10T13:43:57Z

‎Export to Excel

Aleksandra.d: /* Vendor payment filters */

2020-03-10T13:41:55Z

‎Vendor payment filters

Aleksandra.d: /* Vendor payment filters */

2020-03-10T13:39:45Z

‎Vendor payment filters

Aleksandra.d: /* Search payments with filters */

2020-03-10T13:38:55Z

‎Search payments with filters

Aleksandra.d at 13:37, 10 March 2020

2020-03-10T13:37:20Z

@@ Line 3: / Line 3: @@
 On this page you can:
-—Record payments sent to the vendors.
+— Record payments sent to the vendors.
-—View the list of all payments you sent to your vendors.
+— View the list of all payments you sent to your vendors.
-—Search payments with filters.
+— Search payments with filters.
-—Open payments, linked invoices, and vendor profiles.
+— Open payments, linked invoices, and vendor profiles.
-—Import payments sent to the vendors from Excel.
+— Import payments sent to the vendors from Excel.
-—Export the displayed table of vendor payments to Excel.
+— Export the displayed table of vendor payments to Excel.
 =='''Create payments'''==
@@ Line 55: / Line 55: @@
 =='''Vendor payment filters'''==
-*'''Code'''—displays the payments with the code containing the specified symbols' combination.
+*'''Code''' — displays the payments with the code containing the specified symbols' combination.
-*'''Legal entity'''—displays only the payment with the specified legal entity.
+*'''Legal entity''' — displays only the payment with the specified legal entity.
-*'''Vendor'''—displays the payments to the specified vendor.
+*'''Vendor''' — displays the payments to the specified vendor.
-*'''Note'''—displays only the payments with notes containing the specified symbols' combination.
+*'''Note''' — displays only the payments with notes containing the specified symbols' combination.
-*'''Amount'''—displays the payments with the specified amount.
+*'''Amount''' — displays the payments with the specified amount.
-*'''Currency'''—displays the payments with the specified currency.
+*'''Currency''' — displays the payments with the specified currency.
-*'''Creation date'''—displays payments created within the specified date range.
+*'''Creation date''' — displays payments created within the specified date range.
-*'''Paid at date'''—displays payments received within the specified date range.
+*'''Paid at date''' — displays payments received within the specified date range.
-*'''Has linked invoices'''—displays only the payments which have or have no linked invoices in accordance with the filter value applied (Yes, No).
+*'''Has linked invoices''' — displays only the payments which have or have no linked invoices in accordance with the filter value applied (Yes, No).
-*'''Is fully covered'''—displays only the payments which are fully or partially covered\uncovered with invoices in accordance with the filter value applied (Yes, No).
+*'''Is fully covered''' — displays only the payments which are fully or partially covered\uncovered with invoices in accordance with the filter value applied (Yes, No).
 =='''Open payments, linked invoices, and vendor profiles'''==
@@ Line 81: / Line 81: @@
 [[File:2pr .png|border|900px]]
-*'''Payment'''—click the required code to open the payment page.
+*'''Payment''' — click the required code to open the payment page.
-*'''Linked invoices'''—click the required (if added) code to open the linked invoice page.
+*'''Linked invoices''' — click the required (if added) code to open the linked invoice page.
-*'''Vendor'''—click the required vendor name to open the client profile.
+*'''Vendor''' — click the required vendor name to open the client profile.
 <span style="color:#008B8B> '''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding "'''Shift'''" while clicking.</span>

@@ Line 17: / Line 17: @@
 =='''Create payments'''==
-To start creating the payment, press the '''"New Payment"''' button:
+To start creating the payment, click the '''"New Payment"''' button:
 [[File:18. new paym png.png|border|900px]]
@@ Line 29: / Line 29: @@
 If you want to hide or display some payments 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.
-So you can enter the data into the appropriate fields and press the '''"Apply"''' button:
+So you can enter the data into the appropriate fields and click the '''"Apply"''' button:
 [[File:Qp1.png|border|900px]]
@@ Line 39: / Line 39: @@
 [[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 currently applied:
@@ Line 91: / Line 91: @@
 =='''Export to Excel'''==
-You can export all the displayed table of vendor payments to Excel by pressing '''"Export to Excel"''' button over the upper right corner of the table:
+You can export all the displayed table of vendor payments to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table:
 [[File:18. export from execl png.png|border|900px]]
@@ Line 99: / Line 99: @@
 =='''Import from Excel'''==
-You can '''[[Import vendors from Excel#Import vendors' payments|import vendors' payments]]''' from Excel by pressing '''"Import from Excel"''' button over the upper right corner of the table:
+You can '''[[Import vendors from Excel#Import vendors' payments|import vendors' payments]]''' from Excel by clicking '''"Import from Excel"''' button over the upper right corner of the table:
 [[File:18. import from excelpng.png|border|900px]]

@@ Line 41: / Line 41: @@
 You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
-<span style>="color:red">'''Note'''</span style>: The hidden filter remains activated.
+<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.
-<span style>="color:red">'''Note'''</span style>: The applied filter is remembered, so it will remain even if you leave the page.
+<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.

@@ Line 99: / Line 99: @@
 =='''Import from Excel'''==
-You can import the vendor payments from Excel by pressing '''"Import from Excel"''' button over the upper right corner of the table:
+You can '''[[Import vendors from Excel#Import vendors' payments|import vendors' payments]]''' from Excel by pressing '''"Import from Excel"''' button over the upper right corner of the table:
 [[File:18. import from excelpng.png|border|900px]]

@@ Line 79: / Line 79: @@
 You can click items in the table to open corresponding pages:
-[[File:Vendor payments items clicking.png|border|1100px]]
+[[File:2pr .png|border|900px]]
-*'''Payment''' item opens the '''<u>[[Vendor payment view|Vendor payment view page]]</u>'''.
+*'''Payment'''—click the required code to open the payment page.
-*'''Linked invoices''' item opens the pages of the '''<u>[[Vendor invoice view|linked invoices]]</u>''' (if they exist).
+*'''Linked invoices'''—click the required (if added) code to open the linked invoice page.
-*'''Vendor''' item opens the corresponding '''<u>[[Vendor view page, General tab|Vendor view page]]</u>'''.
+*'''Vendor'''—click the required vendor name to open the client profile.
 <span style="color:#008B8B> '''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding "'''Shift'''" while clicking.</span>

@@ Line 93: / Line 93: @@
 You can export all the displayed table of vendor payments to Excel by pressing '''"Export to Excel"''' button over the upper right corner of the table:
-[[File:Vendor payment export to Excel.png|border|1100px]]
+[[File:18. export from execl png.png|border|900px]]
 <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.

← Older revision		Revision as of 13:41, 10 March 2020
Line 62:		Line 62:

	*'''Note'''—displays only the payments with notes containing the specified symbols' combination.		*'''Note'''—displays only the payments with notes containing the specified symbols' combination.
		+
		+	*'''Amount'''—displays the payments with the specified amount.
		+
		+	*'''Currency'''—displays the payments with the specified currency.

	*'''Creation date'''—displays payments created within the specified date range.		*'''Creation date'''—displays payments created within the specified date range.

@@ Line 51: / Line 51: @@
 The header color will turn to gray, which means that no filter is currently applied:
-[[File:15.png|border|900px]]
+[[File:S1.png|border|900px]]
 =='''Vendor payment filters'''==