Difference between revisions of "Clients receivables list"
(→Open receivables, related client profiles, and projects) |
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[[File:Clients receivables items clicking.png|border|1100px]] | [[File:Clients receivables items clicking.png|border|1100px]] | ||
| − | *'''Code'''—opens the receivable details page. | + | *'''Code'''—opens the '''<U>[[Create receivable#Receivable details|receivable details]]</U>''' page. |
*'''Invoice'''—if created, opens the corresponding '''<u>[[Client invoice view ]]</u>''' page. | *'''Invoice'''—if created, opens the corresponding '''<u>[[Client invoice view ]]</u>''' page. | ||
Revision as of 16:31, 3 September 2019
Clients receivables page: http://cloud.protemos.com/project-receivable/index
On this page you can:
- View all the receivables from the clients and search them with filters.
- Create invoices for all receivables or only for the selected receivables.
- Open receivables or go to client profiles and related projects.
- Export data to Excel.
Contents
Search receivables with filters
By default, you can see all the receivables in your database, 200 per page.
If you want to hide or display some jobs from the list, you may apply filters.
You can hide or display filter fields by pressing the 
button in the upper right corner:
So you can enter the data into the appropriate fields and press "Apply". Please see the example below:
As you can see, the filter header turns blue. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the 
button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
You can expand the collapsed filter back by pressing the button again.
Please note that the applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, press the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.
Receivables filters description
- Receivable code—displays only the receivables with the specified symbols in the code.
- PO number—displays only the receivables with the entered PO number.
- Client—displays only the receivables for the selected client.
- Project name—displays only the receivables for the projects with the specified name.
- Project manager—displays only the receivables for the projects added by a specific project manager.
- Project deadline date—displays only the receivables for the projects with the deadlines within the specified deadline range.
- Project statuses—displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).
- Is invoiced—displays only the invoiced receivables or receivables with no invoice in accordance with the filter value applied (Yes, No).
- Has PO number—displays only the receivables with or without PO number entered in accordance with the filter value applied (Yes, No).
- Note (hidden from client)—displays only the receivables with notes hidden from clients containing the specified symbols combination.
- Note (visible to client)—displays only the receivables with notes visible to clients containing the specified symbols combination.
Create invoice
Note: If you are issuing a separate invoice for each project, you can do it directly from the Finances tab of the related project.
Invoice selected
1. To create an invoice for a client, select the receivable that needs to be invoiced and press the "Invoice selected" button:
2. The system will create the invoice and display the Client invoice page:
If you invoice several receivables, the ones that have the same client and currency will be linked to one invoice. The system will create the invoice and display its page.
Otherwise, the system will redirect you to the Client invoices page and display a message of how many invoices have been successfully created.
For more detailed information on invoices, please see the Client invoice view page.
Invoice all
By pressing the "Invoice all" button you can invoice all receivables which have not been invoiced:
It will bring you to the Client invoices page.
Here you can see how many invoices have been successfully created and view them all:
Invoice all by filter
You may also invoice all receivables selected by certain filters.
For instance, you can invoice all receivables only from a specific client and for projects in the Completed status within the specified deadline date range.
To do so, please filter the receivables by the necessary criteria and press "Invoice all":
If all receivables are with the same сurrency, they will be linked into one invoice and the invoice page will be displayed.
Otherwise, the system will bring you to the Client invoices page and display a message of how many invoices have been successfully created.
You can click items in the table to open corresponding pages:
- Code—opens the receivable details page.
- Invoice—if created, opens the corresponding Client invoice view page.
- Client—opens the corresponding Client view page.
- Project—opens the corresponding Project details page.
Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" while clicking.
Export to Excel
You can export all the displayed table of client receivables to Excel by pressing "Export to Excel" button over the upper right corner of the table:
Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.
