Difference between revisions of "Vendor payments list"

Revision as of 22:19, 6 January 2017

Vendor payments list page: http://cloud.protemos.com/vendor-payment/index

On this page, you can:

- Record payments sent to your vendors

- View the list of all payments you sent to your vendors

- Search the payments with filters

- Quickly open payments, linked invoices and vendor profiles

Creating payments

To start creating the payment, press “New Payment” button:

“New Payment” button

It will open Vendor payment creation 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 pressing the button in the upper right corner:

So you can enter the data into the appropriate fields and press “Apply” button, see example:

As you can see, the filter header turns red. 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 again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press “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.

Creation date — displays the payments created within the specified dates range.

Paid at date — displays the payments received within the specified dates range.

Vendor — displays the payments to the specified vendor.

No linked invoices — displays the payments which have no linked invoices.

Not fully covered — displays the payments which are not fully covered with invoices.

Opening payments, linked invoices and vendor profiles

You can click items in the tables to open corresponding pages:

Payment item opens vendor payment view page.

Linked invoices item opens the pages of the linked invoices (if they exist).

Vendor item opens corresponding vendor 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 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.