Difference between revisions of "Vendor invoices list"
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: | You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: | ||
| − | [[File:Vendor invoices filter | + | [[File:Vendor invoices filter empty.png|border|1100px]] |
| − | So you can enter the data into the appropriate fields and press "'''Apply'''" button | + | So you can enter the data into the appropriate fields and press the "'''Apply'''" button. Please see the example below: |
[[File:Vendor invoices filter is applied.jpg|border|1000px]] | [[File:Vendor invoices filter is applied.jpg|border|1000px]] | ||
| − | As you can see, the filter header turns | + | 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 [[File: | + | You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button. |
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color. | 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 [[File: | + | You can expand the collapsed filter back by pressing [[File:Blue arrow.jpg|border|25px]] again. |
Please note that the applied filter is remembered, so it will remain even if you leave the page. | 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. | + | To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied. |
=='''Vendor invoice filters'''== | =='''Vendor invoice filters'''== | ||
Revision as of 11:23, 20 May 2019
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
- Quickly open invoices, linked payments and vendor profiles
- Export all the displayed table of vendor invoices to Excel
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 the "Apply" button. 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 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.
Vendor invoice filters
- Code — displays only the invoices with the code 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.
- Created by — displays only the invoices created by a certain manager.
- Vendor — displays only the invoices of the specified vendor.
- Overdue — displays only the overdue invoices.
- No linked payments — displays only the invoices which have no linked payments.
- Not fully covered — displays only the invoices which are not fully covered by payments.
Opening 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 exist).
Vendor item opens 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 all the displayed table of vendor invoices 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.
