Vendors payables list - Revision history

Yevgen: /* Search payables with filters */

2025-10-23T08:41:19Z

‎Search payables with filters

2023-03-01T14:29:49Z

‎Create vendor invoices

2022-12-15T14:55:33Z

‎Export to Excel

2022-12-15T14:55:15Z

‎Open payables, related vendor profiles, and projects

2022-12-15T09:07:16Z

‎Search payables with filters

2022-12-15T09:06:55Z

‎Search payables with filters

2022-11-14T10:00:45Z

‎Create vendor invoices

2022-11-14T09:57:23Z

‎Search payables with filters

2022-10-20T14:59:11Z

‎Create vendor invoices

2022-10-20T14:50:47Z

‎Create vendor invoices

@@ Line 39: / Line 39: @@
 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 53: / Line 53: @@
 *'''Invoice selected''' — the system will create invoices for the payables you marked in the list. This button becomes active if at least one payable is selected.
-*'''Invoice all filtered''' — the system will create invoices for all payables (if the filter is not applied) that have not been invoiced. If there are many records to invoice, probably you’ll have time to make a cup of coffee.
+*'''Invoice all filtered''' — the system will create invoices for all filtered payables that have not been invoiced (empty filter is considered as well in this case). If there are many records to invoice, probably you’ll have time to make a cup of coffee.
 * You can also '''<U>[[Vendors payables list#Search payables with filters|filter]]</U>''' the payables you need to invoice using the needed filters and then click the '''"Invoice all filtered"''' button. The system will create invoices for all filtered payables, even if there are thousands of them.

@@ Line 87: / Line 87: @@
 You can export all the displayed table of vendor payables to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
-[[File:Vendors payables2.png|border|1000px]]
+[[File:Vendors payables2.png|border|1070px]]
 <span style="color:orange">'''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.
 [[File:Redirect.jpg|40px|link=Vendors payables list]] Back to the '''table of contents'''.

@@ Line 71: / Line 71: @@
 You can click items in the table to open corresponding pages:
-[[File:Vendors payables1.png|border|1000px]]
+[[File:Vendors payables1.png|border|1070px]]
 *'''Code''' — opens the payable details page.

@@ Line 21: / Line 21: @@
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
-[[File:Payables filter list.png|border|800px]]
+[[File:Payables filter list.png|border|900px]]
 So you can enter the data into the appropriate fields and click '''"Apply"'''.

@@ Line 51: / Line 51: @@
 [[File:Create vendor invoices.png|border|1070px]]
-*'''Invoice selected''' — the system will create invoices for the payables you marked in the list. This button becomes active if at least one payable is ticked.
+*'''Invoice selected''' — the system will create invoices for the payables you marked in the list. This button becomes active if at least one payable is selected.
 *'''Invoice all filtered''' — the system will create invoices for all payables (if the filter is not applied) that have not been invoiced. If there are many records to invoice, probably you’ll have time to make a cup of coffee.

@@ Line 17: / Line 17: @@
 By default, you can see all the payables in your database, 200 per page.
-If you want to hide or display some jobs from the list, you may apply filters.
+If you want to hide or display some payables from the list, you may apply filters.
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:

@@ Line 63: / Line 63: @@
 <span style="color:orange">'''Note 1:'''</span> Vendors can create invoices themselves from their interface. But you can forbid them to do it. For more info, please check the '''<U>[[Vendor portal#Vendor portal settings|Vendor portal]]</U>''' settings.
-<span style="color:orange">'''Note 2:'''</span> If the default vendor payment method is not specified, then invoices cannot be created for such a vendor. So you should create the necessary '''<U>[[Create payment method for vendor| payment method]]</U>''' in the vendor profile first.
+<span style="color:orange">'''Note 2:'''</span> If the default vendor payment method is not specified, then invoices cannot be created for such a vendor. So you should create the necessary '''<U>[[Create payment method for vendor| payment method]]</U>''' in the vendor profile first. The first created payment method automatically becomes the default one.
 <span style="color:orange">'''Note 3:'''</span> Only the payables in jobs with the '''"Completion accepted"''' status can be invoiced.