Difference between revisions of "Vendor invoices list"
(→Export to Excel) |
Aleksandra.d (talk | contribs) (→Search invoices with filters) |
||
| Line 23: | Line 23: | ||
[[File:Payables filter new.png|border|1100px]] | [[File:Payables filter new.png|border|1100px]] | ||
| − | So you can enter the data into the appropriate fields and press | + | So you can enter the data into the appropriate fields and press '''"Apply"'''. |
| + | |||
| + | If the filter is applied, the header turns blue: | ||
| + | |||
| + | [[File:14.png|border|900px]] | ||
| + | |||
| + | You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button. | ||
| − | + | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | |
| − | |||
| − | |||
| − | You | + | You can expand the hidden filter back by pressing [[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. | |
| − | + | The header color will turn to gray, which means that no filter is not applied: | |
| − | + | [[File:S1.png|border|900px]] | |
=='''Vendor invoice filters'''== | =='''Vendor invoice filters'''== | ||
Revision as of 10:09, 1 April 2020
Vendor invoices list page: http://cloud.protemos.com/vendor-invoice/index
On this page you can:
- View the list of all vendor invoices.
- Search the invoices with filters.
- Open invoices, linked payments, and vendor profiles.
- Export all the displayed table of vendor invoices to Excel and download every invoice as a PDF file.
Contents
Search invoices with filters
By default, you can see all the invoices in your database, 50 per page.
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 
button in the upper right corner:
So you can enter the data into the appropriate fields and press "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by pressing the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by pressing again.
Note: 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 not applied:
Vendor invoice filters
- Code—displays only the invoices with the code containing the specified symbols combination.
- Vendor—displays only the invoices of the specified vendor.
- Created by—displays only the invoices created by a certain manager.
- Note—displays only the invoices with notes containing the specified symbols combination.
- 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.
- 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).
- 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
You can click items in the tables to open corresponding pages:
Invoice item opens Vendor invoice view page.
Linked payments item opens the pages of the linked payments (if they are recorded).
Vendor item opens the corresponding Vendor view 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 the displayed table of vendor invoices to Excel by pressing "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:
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.
