Difference between revisions of "Create receivable"

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''Receivable creation page: [https://cloud.protemos.com/project-receivable/create-unit-based?id=XXXXX  https://cloud.protemos.com/project-receivable/create-unit-based?id=XXXXX ] (replace XXXXX with valid numbers)''
+
You can add receivables on the '''Finances''' tab of a project.
  
''Receivable editing page: [https://cloud.protemos.com/project-receivable/update?id=XXXXX&route=project https://cloud.protemos.com/project-receivable/update?id=XXXXХ &route=project] (replace XXXXХ with valid number)''
+
This is the summary of how much your client will pay you.
----
 
  
=='''General info'''==
+
To do so, click '''"New receivable"''' and select the type of a receivable you want to add:
 +
 
 +
[[File:Create receivable.1.png|border|1070px]]
 +
 
 +
* '''"Flat rate"''' — if you just need to enter the amount of a receivable without entering volumes and rates.
 +
 
 +
* '''"Unit based"''' — if you have to enter the volume and rate for calculating the price.
 +
 
 +
* '''"CAT log based"''' — if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
 +
 
 +
Each of the receivable types is described below.
 +
 
 +
=='''Flat rate receivable'''==
 +
 
 +
Under this header you can enter the data for the receivable:
 +
 
 +
[[File:Create flat rate receivable.1.png|border|1070px]]
 +
 
 +
*'''PO number''' — you can enter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.
 +
 
 +
*'''Language pair''' — here you have to select language pair for the receivable.
 +
 
 +
<span style="color:orange">'''Note:'''</span> You can select the language pair only from the ones you defined for the project when '''<u>[[New project| creating it]]</u>'''.
 +
 
 +
*'''Service''' — here you have to select what service you are charging for.
 +
 
 +
*'''Total''' — please enter the total amount here.
 +
 
 +
*'''Currency''' — please select the necessary currency here.
 +
 
 +
*'''File''' — please select the receivable-related file here if necessary.
 +
 
 +
*'''Internal note''' — here you may add additional information that will be hidden from your client (only the managers will be able to see it).
 +
 
 +
*'''Note for client''' — here you may enter additional information that will be visible to your client.
 +
 
 +
When you have finished entering all the data, click '''"Create"''' and the system will bring you back to the '''<u>[[Project details, Finances tab|Finances tab]]</u>''' of the project where you’ll be able to see all the receivables you've added.
 +
 
 +
If you click the '''"Create & clone"''' button, the previous receivable will be created, and you may add a new one based on pre-entered data right away.
 +
 
 +
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
 +
 
 +
=='''Unit based receivable'''==
 +
 
 +
Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the '''<U>[[Create receivable#Relevant prices|Relevant prices]]</U>''' table.
 +
 
 +
Almost all data will be added automatically by the system, and you just need to specify the '''Unit amount''':
 +
 
 +
[[File:New unit based receivable.1.png|border|1070px]]
 +
 
 +
In case you have added one of the '''<U>[[Client prices list#Create general price|general prices]]</U>''', you need to specify the unit amount, service, and language pair if necessary.
  
On this page, you can create or edit the receivables from the client.
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
  
This table contains the summary of the receivable:
+
=='''Cat log based receivable'''==
  
[[file:W receivable summary.jpg|border|540px]]
 
  
*'''Project''' name with a link to the '''<u>[[Project Details, Details tab|Project details page]]</u>'''.
+
Under this header, you may add a receivable based on a CAT log  in a few simple steps:
  
*'''Specialization''' - project specialization selected for the project.
+
1. Select the required CAT log file and, if necessary, choose the conversion rates template you need (first, it should be '''<U>[[Weighted word count templates#Add templates|created]]</U>'''):
  
*'''Client''' name with a link to the '''<u>[[Client view|Client view page]]</u>'''.
+
[[File:New cat log based receivable.1.png|border|1070px]]
  
*'''Invoice''' with a link to the related invoice.
+
''By clicking the "Upload" link, you may upload another CAT log file to your project.''
  
=='''Relevant prices'''==
+
Click '''"Next"''' to proceed.
 +
 
 +
2. Then you may inspect and amend conversion rates in case of necessity:
  
<span style="color:#DC143C">'''Note: ''' This table is applicable only for '''Unit based''' and '''CAT log based''' receivables.</span>
+
[[File:Confirm conversion rates.1.png|border|1070px]]
  
This table contains '''<U>[[Clients prices list#General prices creation|general prices]]</U>''' and the prices that you have recorded for this client on the '''<U>[[Client view page – Prices tab|Prices tab]]</U>''' of the client profile or on the '''<U>[[Clients prices list#New price creation|Client prices]]</U>''' page.  
+
Click '''"Next"''' to continue.
  
As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:
+
3. Select the '''Service''' you need, specify the '''Price per unit''', and click '''"Create"'''.
  
[[File:UBR relevant prices.jpg|border|1200px]]
+
''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Create_receivable#Relevant_prices|Relevant prices]]</U>''' table if there is any:''
  
=='''Receivable data'''==
+
[[File:New cat log based receivable. step 3.1.png|border|1070px]]
  
This is the summary of how much the client will pay to you.
+
It will bring you to the '''Receivable details''' page which consists of three sections described below.
  
You can add a receivable by pressing the "'''New receivable'''" button and choosing the base:
+
==='''Receivable details'''===
  
[[file:New receivable base.jpg|border|240px]]
+
In this section you may clone, add a discount or/and an extra charge, update, or delete this receivable:
  
The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+
[[File:Cat log based receivable details.1.png|border|1070px]]
  
The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+
==='''CAT Log'''===
  
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 section provides a brief overview of the CAT log.
  
=='''Flat rate receivable'''==
+
To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:
  
Under this header, you can actually enter the data for the receivable.  
+
[[File:Cat log based receivable details (cat log section).1.png|border|1070px]]
  
[[File:Flat rate reseivable note.jpg|border|500px]]
+
==='''Conversion rates'''===
 
 
'''PO number''' – you can enter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.
 
  
'''Note (hidden from client)''' – here you may leave additional information that will be hidden from your client.
+
In this section you can '''<U>[[Create_receivable#Edit_CAT_log_conversion_rates|edit]]</U>''' conversion rates, '''<U>[[Create_receivable#Apply_rates_template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one.
  
'''Language pair''' – here you have to select language pair for the receivable.
+
To do so, click the corresponding buttons:
  
<span style="color:#DC143C">'''Note:''' you can select only from the language pairs selected for the project on the '''<u>[[New project/Update project details|Update project details page.]]</u></span>'''
+
[[File:Conversion rates+.png|border|1070px]]
  
'''Service''' – here you have to select what service you are charging for.
+
===='''Edit CAT log conversion rates'''====
  
'''Total''' – please enter the total amount here.
+
To edit conversion rates, click the '''"Edit rates"''' button:
  
'''Currency''' – please select the necessary currency here.
+
[[File:Conversion rates (edit).png|border|1070px]]
  
When you have finished entering all the data, press "'''Create'''".  
+
It will open '''Edit CAT log conversion rates''' page.
  
Once you press "'''Create'''", the system will bring you back to the '''<u>[[Project Details, Finances tab|Finances tab]]</u>''' of the project where you’ll be able to see the receivables.
+
Adjust conversion rates according to your needs and click '''"Apply"''' to confirm changes:
  
If you press the "'''Create and clone'''" button, the previous receivable will be created, and you may add a new one based on pre-entered data right away.
+
[[file:CAT Receivable log edit rates 2.png|border|220px]]
  
=='''Unit based receivable'''==
+
===='''Apply rates template'''====
  
Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the '''"Relevant prices"''' table.
+
To apply a different CAT log conversion rates template, click the '''"Apply rates template"''' button:
  
Almost all data will be added automatically. You just need to specify the '''Unit amount''':
+
[[File:Conversion rates (apply rates).png|border|1070px]]
  
[[File:Unite based receivable note.jpg|border|1200px]]
+
It will open '''Apply CAT log conversion rates template''' page.
  
In case you have added one of the general prices, you need to specify the unit amount, service, and language pair if necessary.
+
Click '''"Apply template"''' in the row of the required template:
  
=='''Cat log based receivable'''==
+
[[file:CAT Receivable log apply template2.png|border|1070px]]
Under this header, you may add the receivable based on a CAT log.  
 
  
All data will be added automatically. You just need to specify the '''Price per unit''':
+
Here you may also update conversion rate table of the necessary template by clicking the '''"Edit template"''' button:
  
[[file:CAT log based receivable note.jpg|border|1200px]]
+
[[file:CAT Receivable log apply template edit.png|border|1070px]]
  
You may also add the desired price per unit by clicking the corresponding row on the "'''Relevant prices'''" table.
+
Make the changes you need and click '''"Update"''':
  
==1.35==
+
[[file:CAT Receivable log apply template edit 2.png|border|500px]]
  
Under this header, you may add a receivable based on a CAT log in a few simple steps:
+
===='''Include CAT log details in quote and client invoice PDF'''====
  
1. Select the required CAT log file and, if necessary, choose the conversion rates template you need (first, it should be '''<U>[[Weighted word count templates#Add templates|created]]</U>'''):
+
You can include CAT log details in a PDF of a quote or client invoice. To do so, find the needed [[PDF_templates#Quote_PDF_templates|<U>'''quote'''</U>]] or [[PDF_templates#Client_invoice_PDF_templates|<U>'''invoice'''</U>]] template and click '''"Update"''':
  
[[file:CAT based receivable 1.jpg|border|600px]]
+
[[File:Pdf template+.png|border|1070px]]
  
Press '''"Next"''' to proceed.
+
Mark the "Include CAT log details" checkbox and click '''"Update"''' to save changes:
  
2. Next, you may inspect and amend conversion rates in case of necessity:
+
[[File:Update pdf template+.png|border|1070px]]
  
[[file:CAT based receivable 2.jpg|border|400px]]
+
The CAT log details will be displayed in a PDF of a [[Update_quote_page|'''<U>quote</U>''']] or [[Update_client_invoice#General_information|'''<U>client invoice</U>''']] if such a template is selected:
  
Press '''"Next"''' to continue.
+
[[File:Cat log details.png|border|750px]]
  
3. Select the  required '''"Service"''', specify the '''"Price per unit"''', and press '''"Create"'''.  
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
  
''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Receivable creation/editing#Relevant prices|Relevant prices]]</U>''' table if there is any.''  
+
=='''Discounts and Extra Charges'''==
  
[[file:CAT based receivable 3.jpg|border|1200px]]
+
You can add a discount or an extra charge for every receivable that is not invoiced.
  
It will bring you to the '''Receivable''' page, which consists of three sections described below.
+
To do that, click the receivable code:
  
====Receivable details====
+
[[File:Apply discount or extra charge.png|border|1070px]]
  
In this section, you may clone, update or delete this receivable by pressing the corresponding buttons:
+
Click the '''"Discount & Extra charge"''' button:
  
[[file:Receivable details.jpg|border|1000px]]
+
[[File:Apply discount or extra charge2.1.png|border|1070px]]
  
===CAT Log===
+
Enter the required value and click '''"Update"''' to apply changes:
  
The section below provides a brief overview of a CAT log.
+
[[File:Specify discount and extra charge.1.png|border|1070px]]
  
To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:
+
''You can also add a discount or an extra charge by clicking the '''"Update"''' button in the necessary receivable row:
 +
 
 +
[[File:Receivables (update PR),1.png|border|1070px]]
  
[[file:Cat log details.jpg|border|1000px]]
+
Click the '''"Discount & Extra charge"''' button:
  
===Conversion rates===
+
[[File:Apply discount and extra charge to receivable,2.png|border|1070px]]
  
In this section, you can '''<U>[[Receivable creation/editing#Edit CAT log conversion rates|edit]]</U>''' conversion rates or '''<U>[[Receivable creation/editing#Apply rates template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one.
+
Enter the required value and click '''"Update"''' to apply changes:
  
To do so, click the corresponding buttons:
+
[[File:Apply discount and extra charge to receivable (input values),3.png|border|1070px]]
  
[[file:Conv rates section.jpg|border|1000px]]
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
  
====Edit CAT log conversion rates====
+
=='''Add receivable-related files'''==
  
To edit conversion rates, press the '''"Edit rates"''' button:
+
If necessary, you can select a receivable-related file when creating or updating the receivable:
  
[[file:Conv rates section edit.jpg|border|1000px]]
+
[[File:Attach file to receivable.png|border|1070px]]
  
It will open '''Edit CAT log conversion rates''' page.
+
In this case, the file name will be displayed on the invoice after you generate it:
  
Adjust conversion rates according to your needs and press '''"Apply"''' to confirm changes:
+
[[File:Attached file is displayed on invoice PDF.png|border|600px]]
  
[[file:Edit CAT log page.jpg|border|250px]]
+
<span style="color:orange">'''Note: '''</span> Only the '''<U>[[Project details, Files tab#Project input|project input files]]</U>''' can be linked to receivables.
  
====Apply rates template====
+
=='''Relevant prices'''==
  
To apply the required CAT log conversion rates template, press the '''"Apply rates template"''' button:
+
<span style="color:orange">'''Note: '''</span> This table is applicable only for '''Unit based''' and '''CAT log based''' receivables.
  
[[file:Receivables CAT Log temp apply button.jpg|border|1000px]]
+
This table contains '''<U>[[Client prices list#Create general price|general prices]]</U>''' and the prices that you have recorded for this client on the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price|Prices tab]]</U>''' of the client profile.
  
It will open '''Apply CAT log conversion rates template''' page.
+
As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:
  
Press '''"Apply template"''' in the row of the required template:
+
[[File:Receivable relevant prices new.png|border|1100px]]
  
[[file:CAT temp apply different.jpg|border|600px]]
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
  
Here you may also update conversion rate table of the necessary template by pressing the '''"Edit template"''' button:
+
=='''General info'''==
  
[[file:CAT temp edit temp button.jpg|border|600px]]
+
This table at the top of the receivable contains its summary:
  
Make the changes you need and press '''"Update"''':
+
[[file:Receivable summary new 2.png|border|600px]]
  
[[file:Update conversion page.jpg|border|500px]]
+
*'''Project'''—name with a link to the '''<u>[[Project details, Details tab|Project details page]]</u>'''.
  
=='''Discounts and Extra Charges'''==
+
*'''Specialization'''—project specialization selected for the project.
  
For every receivable, you can add discounts or extra charges at the end:
+
*'''Client'''—name with a link to the '''<u>[[Client view page – General info tab|Client profile]]</u>'''.
  
[[file:receivables discounts and extra charges.jpg|border|500px]]
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.

Latest revision as of 17:03, 16 December 2022

You can add receivables on the Finances tab of a project.

This is the summary of how much your client will pay you.

To do so, click "New receivable" and select the type of a receivable you want to add:

Create receivable.1.png

  • "Flat rate" — if you just need to enter the amount of a receivable without entering volumes and rates.
  • "Unit based" — if you have to enter the volume and rate for calculating the price.
  • "CAT log based" — if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

Each of the receivable types is described below.

Flat rate receivable

Under this header you can enter the data for the receivable:

Create flat rate receivable.1.png

  • PO number — you can enter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.
  • Language pair — here you have to select language pair for the receivable.

Note: You can select the language pair only from the ones you defined for the project when creating it.

  • Service — here you have to select what service you are charging for.
  • Total — please enter the total amount here.
  • Currency — please select the necessary currency here.
  • File — please select the receivable-related file here if necessary.
  • Internal note — here you may add additional information that will be hidden from your client (only the managers will be able to see it).
  • Note for client — here you may enter additional information that will be visible to your client.

When you have finished entering all the data, click "Create" and the system will bring you back to the Finances tab of the project where you’ll be able to see all the receivables you've added.

If you click the "Create & clone" button, the previous receivable will be created, and you may add a new one based on pre-entered data right away.

Redirect.jpg Back to the table of contents.

Unit based receivable

Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the Relevant prices table.

Almost all data will be added automatically by the system, and you just need to specify the Unit amount:

New unit based receivable.1.png

In case you have added one of the general prices, you need to specify the unit amount, service, and language pair if necessary.

Redirect.jpg Back to the table of contents.

Cat log based receivable

Under this header, you may add a receivable based on a CAT log in a few simple steps:

1. Select the required CAT log file and, if necessary, choose the conversion rates template you need (first, it should be created):

New cat log based receivable.1.png

By clicking the "Upload" link, you may upload another CAT log file to your project.

Click "Next" to proceed.

2. Then you may inspect and amend conversion rates in case of necessity:

Confirm conversion rates.1.png

Click "Next" to continue.

3. Select the Service you need, specify the Price per unit, and click "Create".

You may also add the relevant price per unit by clicking on the corresponding row in the Relevant prices table if there is any:

New cat log based receivable. step 3.1.png

It will bring you to the Receivable details page which consists of three sections described below.

Receivable details

In this section you may clone, add a discount or/and an extra charge, update, or delete this receivable:

Cat log based receivable details.1.png

CAT Log

The section provides a brief overview of the CAT log.

To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:

Cat log based receivable details (cat log section).1.png

Conversion rates

In this section you can edit conversion rates, apply the required template if you have already created one.

To do so, click the corresponding buttons:

Conversion rates+.png

Edit CAT log conversion rates

To edit conversion rates, click the "Edit rates" button:

Conversion rates (edit).png

It will open Edit CAT log conversion rates page.

Adjust conversion rates according to your needs and click "Apply" to confirm changes:

CAT Receivable log edit rates 2.png

Apply rates template

To apply a different CAT log conversion rates template, click the "Apply rates template" button:

Conversion rates (apply rates).png

It will open Apply CAT log conversion rates template page.

Click "Apply template" in the row of the required template:

CAT Receivable log apply template2.png

Here you may also update conversion rate table of the necessary template by clicking the "Edit template" button:

CAT Receivable log apply template edit.png

Make the changes you need and click "Update":

CAT Receivable log apply template edit 2.png

Include CAT log details in quote and client invoice PDF

You can include CAT log details in a PDF of a quote or client invoice. To do so, find the needed quote or invoice template and click "Update":

Pdf template+.png

Mark the "Include CAT log details" checkbox and click "Update" to save changes:

Update pdf template+.png

The CAT log details will be displayed in a PDF of a quote or client invoice if such a template is selected:

Cat log details.png

Redirect.jpg Back to the table of contents.

Discounts and Extra Charges

You can add a discount or an extra charge for every receivable that is not invoiced.

To do that, click the receivable code:

Apply discount or extra charge.png

Click the "Discount & Extra charge" button:

Apply discount or extra charge2.1.png

Enter the required value and click "Update" to apply changes:

Specify discount and extra charge.1.png

You can also add a discount or an extra charge by clicking the "Update" button in the necessary receivable row:

Receivables (update PR),1.png

Click the "Discount & Extra charge" button:

Apply discount and extra charge to receivable,2.png

Enter the required value and click "Update" to apply changes:

Apply discount and extra charge to receivable (input values),3.png

Redirect.jpg Back to the table of contents.

Add receivable-related files

If necessary, you can select a receivable-related file when creating or updating the receivable:

Attach file to receivable.png

In this case, the file name will be displayed on the invoice after you generate it:

Attached file is displayed on invoice PDF.png

Note: Only the project input files can be linked to receivables.

Relevant prices

Note: This table is applicable only for Unit based and CAT log based receivables.

This table contains general prices and the prices that you have recorded for this client on the Prices tab of the client profile.

As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:

Receivable relevant prices new.png

Redirect.jpg Back to the table of contents.

General info

This table at the top of the receivable contains its summary:

Receivable summary new 2.png

  • Specialization—project specialization selected for the project.

Redirect.jpg Back to the table of contents.