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• Export data to Excel
  On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls. * <U> [[Quotes list#Export to Excel|'''Export quotes data to Excel''']]</U>
  3 KB (502 words) - 17:32, 5 September 2022

Page text matches

• Projects list
  Go to '''Projects''' and click the '''"New project"''' button: *For information on how to create projects based on templates, please see the '''<U>[[Project template
  6 KB (895 words) - 10:19, 10 April 2023
• Project details, Finances tab
  — View payables to your vendor. * '''"Flat rate"''' — if you just need to enter the amount of a receivable without entering volumes and rates.
  6 KB (902 words) - 10:34, 7 September 2022
• Jobs list
  — Export all the displayed table of jobs to Excel. ...fault, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters.
  6 KB (918 words) - 11:07, 7 September 2022
• Clients receivables list
  — Open receivables or go to client profiles and related projects. — Export data to Excel.
  5 KB (845 words) - 15:44, 9 February 2023
• Client invoices list
  — Export the list of invoices to Excel and download every invoice as a PDF file. If you want to hide or display some invoices from the list, you may apply filters.
  3 KB (523 words) - 17:09, 7 September 2022
• Client payments list
  — Import payments received from the clients from Excel. — Export all the displayed table of client payments to Excel.
  3 KB (499 words) - 17:11, 7 September 2022
• Vendors payables list
  - View all the payables to your vendors and search them with filters. - Open payables or go to the related vendor profiles and jobs.
  5 KB (784 words) - 17:29, 1 March 2023
• Vendor invoices list
  — Export all the displayed table of vendor invoices to Excel and download every invoice as a PDF file. If you want to hide or display some invoices from the list, you may apply filters.
  5 KB (732 words) - 16:59, 20 October 2022
• Vendor payments list
  — Record payments sent to the vendors. — View the list of all payments you sent to your vendors.
  4 KB (617 words) - 11:57, 12 September 2022
• Clients list
  *Create new clients and import their data from Excel. *Export all the displayed table of clients to Excel.
  5 KB (748 words) - 12:25, 14 October 2022
• Vendors list
  - Create new vendors and import them from Excel. - Export all the displayed table of vendors to Excel.
  5 KB (762 words) - 11:37, 4 May 2023
• Reports – General finances
  To view the '''Monthly finances by receivables and payables''' reports, go to '''Reports → General finances → General finances by receivables and pay All amounts are converted to the default currency of your account.
  1 KB (182 words) - 15:45, 5 February 2023
• Reports – Managers – Finances by receivables and payables
  To view the '''Finances per manager by project balances''' reports, go to '''Reports → Managers → Finances by project balances''': Each of them is described below. All amounts are converted to the default currency of your account.
  3 KB (487 words) - 12:48, 17 August 2022
• Reports – Clients – Finances by receivables and payables
  To view the '''Finances per client by receivables and payables''' reports, go to '''Reports → Clients → Finances by receivables and payables''': Each of them is described below. All amounts are converted to the basic currency of your account.
  3 KB (465 words) - 11:38, 22 August 2022
• Reports – Clients – Income by invoices
  To view the '''Monthly income per client by invoices''' reports, go to '''Reports → Clients → Income by invoices''': Each of them is described below. All amounts are converted to the default currency of your account.
  2 KB (278 words) - 11:09, 22 August 2022
• Reports – Clients – Income by payments
  To view the '''Monthly income per client by payments''' reports, go to '''Reports → Clients → Income by payments''': Each of them is described below. All amounts are converted to the default currency of your account.
  2 KB (254 words) - 17:31, 19 August 2022
• Reports – Vendors – Expenses by invoices
  To view the '''Monthly expenses per vendor by invoices''' reports, go to '''Reports → Vendors → Expenses by invoices''': Each of them is described below. All amounts are converted to the default currency of your account.
  2 KB (283 words) - 12:01, 22 August 2022
• Reports – Vendors – Expenses by payments
  To view the '''Monthly expenses per vendor by payments''' reports, go to '''Reports → Vendors → Expenses by payments''': Each of them is described below. All amounts are converted to the default currency of your account.
  2 KB (267 words) - 11:21, 22 August 2022
• Quotes list
  — Export the list of all quotes to Excel. Or go to '''Quotes''' page and click the '''"New quote"''' button:
  3 KB (465 words) - 10:28, 13 September 2022
• Project report
  To view the '''Project''' reports, go to '''Reports → Project report''': =='''Export data to Excel'''==
  1 KB (186 words) - 10:20, 16 August 2022

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