Difference between revisions of "Vendors payables list"

Revision as of 16:49, 20 October 2022

Vendors payables list page: http://cloud.protemos.com/payable/index

On this page you can:

- View all the payables to your vendors and search them with filters.

- Create vendor invoices for the selected payables.

- Open payables or go to the related vendor profiles and jobs.

- Export all the displayed table of vendor payables to Excel.

Search payables with filters

By default, you can see all the payables in your database, 200 per page.

If you want to hide or display some jobs 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 vendor invoices

Note: If you are issuing a separate invoice for each job, you can do it directly from the Finances tab of the related project.

1. To create vendor invoices, click one of the following buttons over the table:

• Invoice selected — the system will create invoices for the payables you marked in the list. This button becomes active if at least one payable is ticked.

• Invoice all filtered — the system will create invoices for all payables (if the filter is not applied) that have not been invoiced. If there are many records to invoice, probably you’ll have time to make a cup of coffee.

• You can also filter the payables you need to invoice using the needed filters and then click the "Invoice all filtered" button. The system will create invoices for all filtered payables, even if there are thousands of them.

2. The system will create invoices. Payables with the same vendor and currency will be linked into one invoice. Vendors can verify invoices in their accounts.

3. After all the invoices are created, the system will bring you to the vendor invoices list.

Note 1: Vendors can create invoices themselves from their interface. But you can forbid them to do it. For more info, please check the Vendor portal settings. 

Note 2: If the default vendor payment method is not specified, then invoices cannot be created for such a vendor. So you should create the necessary payment method in the vendor profile first.

Note 3: Only the payables in jobs with the "Completion accepted" status can be invoiced.

Open payables, related vendor profiles, and projects

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

• Code — opens the payable details page.

• Invoice — (if created) opens the corresponding Vendor invoice view page.

• Vendor — opens Vendor view page.

• Job — opens Job 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 payables to Excel by clicking the "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.