Difference between revisions of "Project details, Finances tab"
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You can add the receivable by pressing “'''New receivable'''” button and choosing the base: | You can add the receivable by pressing “'''New receivable'''” button and choosing the base: | ||
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| + | [[file:New receivable base.jpg|border|200px]] | ||
The “'''Flat rate'''” – if you just need to enter the amount of payable receivables without entering volumes and rates. | The “'''Flat rate'''” – if you just need to enter the amount of payable receivables without entering volumes and rates. | ||
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The “'''CAT log based'''” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match. | The “'''CAT log based'''” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match. | ||
| − | [[File: | + | [[File:Project receivable creation page.jpg|border|400px]] |
| − | It will open the <u>[[Receivable creation/editing|Receivable creation/editing page]]</u>. | + | It will open the '''<u>[[Receivable creation/editing|Receivable creation/editing page]]</u>'''. |
If you are not going to charge the client for this project, you may mark it as free of charge by pressing the “'''Make project free of charge'''” button. | If you are not going to charge the client for this project, you may mark it as free of charge by pressing the “'''Make project free of charge'''” button. | ||
| − | It will hide “'''Add | + | It will hide “'''Add receivable'''” button, and you won’t be able to enter the receivables. You can revert it by pressing “'''Switch project to paid mode'''”. |
<span style="color:#DC143C">'''Note:''' the “'''Free of charge'''” status is made to differentiate free projects from projects without receivables (for example, you forgot to enter receivable).</span> | <span style="color:#DC143C">'''Note:''' the “'''Free of charge'''” status is made to differentiate free projects from projects without receivables (for example, you forgot to enter receivable).</span> | ||
Revision as of 15:58, 28 September 2017
Project Details page, Finances tab: http://cloud.protemos.com/project/finances?id=ХХХХХ (replace XXXXХ with the valid project number)
On the "Finances" tab of the "Project Details" page, you can:
- Add the receivables from the client or mark the project as free of charge
- Open existing receivables for editing
- View the payments to vendor
Receivables from client
This is the summary of how much the client will pay to you.
You can add the receivable by pressing “New receivable” button and choosing the base:
The “Flat rate” – if you just need to enter the amount of payable receivables without entering volumes and rates.
The “Unit based” – if you have to enter the volume and rate for calculating the price.
The “CAT log based” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
It will open the Receivable creation/editing page.
If you are not going to charge the client for this project, you may mark it as free of charge by pressing the “Make project free of charge” button.
It will hide “Add receivable” button, and you won’t be able to enter the receivables. You can revert it by pressing “Switch project to paid mode”.
Note: the “Free of charge” status is made to differentiate free projects from projects without receivables (for example, you forgot to enter receivable).
Thus, you will easily find the projects with missing receivables. If the project is the “Free of charge”, then it has no missing receivables.
Entered receivables can be edited, cloned, and deleted by pressing the corresponding buttons.
For the “CAT log based” receivables you may use the “View log” button.
File:Receivabes from Smart Gadget.png
Note: if the receivable has been already invoiced, you cannot delete it without deleting the invoice first.
Find more about invoicing customers on the Client invoices page.
Payables to vendors
This is the summary of how much you have to pay to your suppliers.
Note: The payables (as well as receivables) may be in different currencies, and the system automatically converts Grand Total to your default currency.
Each payable can be managed by pressing the “View log”, “Clone”, “Update”, and “Delete” buttons.
To add new payables, go to the "Jobs" tab on the “Project Details” page.
You may do so by clicking the link above the payables table:
