Difference between revisions of "Clients receivables list"
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By default, you can see all the receivables in your database, 200 per page. | By default, you can see all the receivables in your database, 200 per page. | ||
| − | If you want to hide or display some | + | If you want to hide or display some receivables 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: | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: | ||
| − | [[File: | + | [[File:Receivables filters.png|border|1070px]] |
So you can enter the data into the appropriate fields and click '''"Apply"'''. | So you can enter the data into the appropriate fields and click '''"Apply"'''. | ||
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You may hide the filter interface by clicking 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: | + | <span style="color:orange">'''Note''':</span> The hidden filter remains activated. |
You can expand the hidden filter back by clicking [[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: | + | <span style="color:orange">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. |
To inactivate the filter, click the '''"Clear"''' button. | To inactivate the filter, click the '''"Clear"''' button. | ||
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=='''Create invoice'''== | =='''Create invoice'''== | ||
| − | <span style="color: | + | <span style="color:orange">'''Note:'''</span> If you are issuing a separate invoice for each project, you can do it directly from the <U>[[Project details, Finances tab#Invoice receivables|'''Finances tab''']]</U> of the related project. |
==='''Invoice selected'''=== | ==='''Invoice selected'''=== | ||
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1. To create an invoice for a client, select the receivable that needs to be invoiced and click the '''"Invoice selected"''' button: | 1. To create an invoice for a client, select the receivable that needs to be invoiced and click the '''"Invoice selected"''' button: | ||
| − | [[File: | + | [[File:Invoice selected.1.png|border|1070px]] |
2. The system will create the invoice and display the '''Client invoice''' page: | 2. The system will create the invoice and display the '''Client invoice''' page: | ||
| − | [[File: | + | [[File:Invoice has been created.png|border|1070px]] |
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. | 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. | ||
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==='''Invoice all'''=== | ==='''Invoice all'''=== | ||
| − | By clicking the '''"Invoice all"''' button, you can invoice all receivables which have not been invoiced: | + | By clicking the '''"Invoice all filtered"''' button, you can invoice all receivables which have not been invoiced: |
| − | [[ | + | [[File:Invoice all filtered.1.png|border|1070px]] |
It will bring you to the '''Client invoices''' page. | It will bring you to the '''Client invoices''' page. | ||
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Here you can see how many invoices have been successfully created and view them all: | Here you can see how many invoices have been successfully created and view them all: | ||
| − | [[ | + | [[File:Invoices_are_issued.1.png|border|1070px]] |
| − | ==='''Invoice all | + | ==='''Invoice all filtered'''=== |
You may also invoice all receivables selected by certain filters. | You may also invoice all receivables selected by certain filters. | ||
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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. | 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. | ||
| − | Filter the receivables by the necessary criteria and click '''"Invoice all"''': | + | Filter the receivables by the necessary criteria and click '''"Invoice all filtered"''': |
| − | [[File: | + | [[File:Filters applied.png|border|1070px]] |
If all receivables are with the same currency, they will be linked into one invoice and the invoice page will be displayed. | If all receivables are with the same currency, 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 | + | Otherwise, the system will bring you to the '''Client invoices''' page and display a message of how many invoices have been successfully created: |
| − | [[ | + | [[File:Invoice all filtered.2.png|border|1070px]] |
| + | |||
| + | <span style="color:red">'''Note:'''</span> If you click '''"Invoice all filtered"''', the system will create invoices for all the receivables that match the filters criteria (even for those that are not on the first page). | ||
=='''Open receivables, related client profiles, and projects'''== | =='''Open receivables, related client profiles, and projects'''== | ||
| − | You can click items in the table to open corresponding pages: | + | You can click items in the table to open the corresponding pages: |
| − | [[File: | + | [[File:Links to projects, profiles and invoices.png|border|1070px]] |
| − | *'''Code''' | + | *'''Code''' — opens the receivable details 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. |
| − | *'''Client''' | + | *'''Client''' — opens the corresponding '''<u>[[Client view page – General info tab|Client view]]</u>''' page. |
| − | *'''Project''' | + | *'''Project code, Project name''' — opens the corresponding '''<U>[[Project details, Details tab|Project details]]</U>''' page. |
<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> | <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> | ||
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You can modify the issue date of receivables. | You can modify the issue date of receivables. | ||
| − | Select the necessary date in the Issued at field, and then click '''"Update"''' to save changes: | + | Select the necessary date in the '''Issued at''' field, and then click '''"Update"''' to save changes: |
| − | [[File: | + | [[File:Update issued at date.png|border|600px]] |
=='''Export to Excel'''== | =='''Export to Excel'''== | ||
You can export all the displayed table of client receivables to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table: | You can export all the displayed table of client receivables to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table: | ||
| − | [[File: | + | [[File:Export.1.png|border|1070px]] |
| − | <span style="color: | + | <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=Clients receivables list]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=Clients receivables list]] Back to the '''table of contents'''. | ||
Latest revision as of 14:44, 9 February 2023
Clients receivables page: 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 receivables from the list, you may apply filters.
You can hide or display filter fields by clicking the 
button in the upper right corner:
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
Note: The applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, click the "Clear" button.
The header color will turn to gray, which means that no filter is not applied:
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 click 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 clicking the "Invoice all filtered" 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 filtered
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.
Filter the receivables by the necessary criteria and click "Invoice all filtered":
If all receivables are with the same currency, 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:
Note: If you click "Invoice all filtered", the system will create invoices for all the receivables that match the filters criteria (even for those that are not on the first page).
You can click items in the table to open the 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 code, Project name — 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.
Update issue at date
You can modify the issue date of receivables.
Select the necessary date in the Issued at field, and then click "Update" to save changes:
Export to Excel
You can export all the displayed table of client receivables to Excel by clicking "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.
Back to the table of contents.
