Difference between revisions of "Vendor payments list"
From Protemos Wiki
(→Creating payments) |
|||
| (55 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
''Vendor payments list page: [http://cloud.protemos.com/vendor-payment/index/ http://cloud.protemos.com/vendor-payment/index]'' | ''Vendor payments list page: [http://cloud.protemos.com/vendor-payment/index/ http://cloud.protemos.com/vendor-payment/index]'' | ||
---- | ---- | ||
| + | On this page you can: | ||
| + | — Record payments sent to the vendors. | ||
| − | + | — View the list of all payments you sent to your vendors. | |
| − | + | — Search payments with filters. | |
| − | + | — Open payments, linked invoices, and vendor profiles. | |
| − | + | — Import payments sent to the vendors from Excel. | |
| − | + | — Export the displayed table of vendor payments to Excel. | |
| − | ==''' | + | =='''Create payments'''== |
| − | To start creating the payment, | + | To start creating the payment, click the '''"New Payment"''' button: |
| − | [[File: | + | [[File:18. new paym png.png|border|900px]] |
| − | It will open | + | It will open '''<u>[[Create vendor payment|New payment to vendor]]</u>''' page. |
=='''Search payments with filters'''== | =='''Search payments with filters'''== | ||
| Line 27: | Line 29: | ||
If you want to hide or display some payments from the list, you may apply filters. | If you want to hide or display some payments from the list, you may apply filters. | ||
| − | You can hide or display filter fields by | + | 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 click the '''"Apply"''' button: | ||
| + | |||
| + | [[File:Qp1.png|border|900px]] | ||
| − | + | If the filter is applied, the header turns blue: | |
| − | + | ||
| − | + | [[File:14.png|border|900px]] | |
| + | |||
| + | 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 | + | 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, click the '''"Clear"''' button. | |
| − | + | The header color will turn to gray, which means that no filter is currently applied: | |
| − | + | [[File:S1.png|border|900px]] | |
=='''Vendor payment filters'''== | =='''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. | ||
| − | ''' | + | *'''Vendor''' — displays the payments to the specified vendor. |
| − | ''' | + | *'''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. |
| − | + | *'''Paid at date''' — displays payments received within the specified date range. | |
| − | You can click items in the | + | *'''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). | ||
| + | |||
| + | =='''Open payments, linked invoices, and vendor profiles'''== | ||
| + | |||
| + | You can click items in the table to open corresponding pages: | ||
| + | |||
| + | [[File:2pr .png|border|900px]] | ||
| − | Payment | + | *'''Payment''' — click the required code to open the payment page. |
| − | Linked invoices | + | *'''Linked invoices''' — click the required (if added) code to open the linked invoice page. |
| − | Vendor | + | *'''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> | + | <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> |
=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export all the displayed table of vendor payments to Excel by | + | 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]] | ||
| − | 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. | + | <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. |
| + | |||
| + | =='''Import from Excel'''== | ||
| + | |||
| + | 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]] | ||
Latest revision as of 10:57, 12 September 2022
Vendor payments list page: http://cloud.protemos.com/vendor-payment/index
On this page you can:
— Record payments sent to the vendors.
— View the list of all payments you sent to your vendors.
— Search payments with filters.
— Open payments, linked invoices, and vendor profiles.
— Import payments sent to the vendors from Excel.
— Export the displayed table of vendor payments to Excel.
Contents
Create payments
To start creating the payment, click the "New Payment" button:
It will open New payment to vendor page.
Search payments with filters
By default, you can see all the payments in your database, 50 per page.
If you want to hide or display some payments 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 the "Apply" button:
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 currently applied:
Vendor payment filters
- Code — displays the payments with the code containing the specified symbols' combination.
- Legal entity — displays only the payment with the specified legal entity.
- Vendor — displays the payments to the specified vendor.
- 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.
- 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).
- 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
You can click items in the table to open corresponding pages:
- Payment — click the required code to open the payment 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.
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 vendor payments 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.
Import from Excel
You can import vendors' payments from Excel by clicking "Import from Excel" button over the upper right corner of the table:
