en:staff:settings:companies
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en:staff:settings:companies [2021/04/22 08:42] balazs [Company data] |
en:staff:settings:companies [2021/05/23 15:36] (current) balazs |
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| + | [[:en:start|Start]] | [[:en:staff:start|School staff]] | [[en:staff:settings:start|Settings]] | School network | Companies | ||
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| ======Companies====== | ======Companies====== | ||
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| |**Active**|Only active companies can be chosen from when entering new data into the system.| | |**Active**|Only active companies can be chosen from when entering new data into the system.| | ||
| - | A new company can be added by clicking on the {{:add.png?nolink}} button, an existing company can be updated using {{:edit.png?nolink}} or by double-clicking the row. To remove a company use {{:remove.png?nolink}}. Save a row using {{:save.png?nolink}} or click anywhere next to the edited row to save it. The list can be reloaded using the {{:refresh.png?nolink}} button. | + | Use the {{:add.png?nolink}} {{:edit.png?nolink}} {{:remove.png?nolink}} {{:save.png?nolink}} {{:refresh.png?nolink}} buttons to [[en:intro:ui#list_editing|edit the data in the list]]. |
| Create and connect a company with the {{:staff:settings:key.png?nolink}} //New Invoice(tm) login// button in Invoice(tm). The connection with companies that were already connected can be tested by clicking on the {{:error_checking.png?nolink}} button. Before using make sure that the Invoice(tm) email and password fields are filled in correctly. | Create and connect a company with the {{:staff:settings:key.png?nolink}} //New Invoice(tm) login// button in Invoice(tm). The connection with companies that were already connected can be tested by clicking on the {{:error_checking.png?nolink}} button. Before using make sure that the Invoice(tm) email and password fields are filled in correctly. | ||
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| |**Separate cash registers**|Use only one cash register for the company or should all school staff users have their own cash register| | |**Separate cash registers**|Use only one cash register for the company or should all school staff users have their own cash register| | ||
| - | =====Invoice account===== | + | =====Company data on invoices===== |
| - | The email address and the password needed for login to Invoice(tm) can be specified here. | + | Using the following section to customize the Seller section of your invoices using the following lists. |
| - | When they are not specified and you create your first Invoice ™ company, the same access information information will be used as for SchoolDrive. Then the Invoice(tm) email address and the password fields will be filled with these values. | + | ====Bank accounts==== |
| - | If we change the access information in Invoice(tm), it must be changed here as well. In this case, you may want to test the connection with Invoice(tm). | + | Add here the different bank accounts that you would like to display as bank information in the Seller section of your invoices instead of the default settings in Invoice(tm). |
| + | ^Field^Description^ | ||
| + | |**Bank accounts**|Name you use to refer to your bank account. This name is not visible on invoices.| | ||
| + | |**Invoice details**|This is a [[en:intro:glossary#multilingual_names|multilingual field]] so you can enter its value after a new account is added. The bank account details can consist of multiple rows. Try using the same notation as in Invoice(tm) thus start with a label, then double points and then the value (like Bank: //bank name//). Provide all information you want on the invoice like bank account, BIC, IBAN, etc.| | ||
| + | |**Default**|The default bank account will be selected by default on the //Payment// dialog.| | ||
| - | ====Cégadatok==== | + | Use the {{:add.png?nolink}} {{:edit.png?nolink}} {{:remove.png?nolink}} {{:save.png?nolink}} {{:refresh.png?nolink}} buttons to [[en:intro:ui#list_editing|edit the data in the list]]. |
| - | Kiválaszthatjuk a //Beállítások/Iskolahálózat/Vállalatok/Cégnév// útvonalon, hogy a vállalathoz tartozó melyik cég adatait szeretnénk szerkeszteni. Kijelölés után a jobb oldalon megjelenő Cégadatok ablakban láthatóak a Vállalat paraméterei: | + | If you have specified at least one item in this list, a //Bank account// drop down list will appear on the //Payments dialog// where you can select the bank account to be displayed on the invoice. |
| + | ====Profiles==== | ||
| - | ^Adat^Leírás^ | + | Add here any information that you would like to display in the //Seller// section of your invoices in addition to the default settings in Invoice(tm). |
| - | |**Név**| A vállalat hivatalos neve. | | + | |
| - | |**Rövid név**| A vállalat rövidített elnevezése. | | + | |
| - | |**Aláírásra jogosult**| Az aláírásra jogosult személy neve. | | + | |
| - | |**Elérhetőség**| A vállalat telefon/fax/email elérhetősége. | | + | |
| - | |**Cím**| A vállalat hivatalos címe. | | + | |
| - | |**Webcímek**| A online elérhető nyilvános felületei: Weboldal/Logo URL(innen tudják a Sablonok is behívni a logót)/Facebook/Instagram. | | + | |
| - | |**Cégadatok**| A vállalat Cégjegyzékszáma/Adószáma/KSH száma. | | + | |
| - | |**OSAP intézményi azonosítószáma** | Az Országos Statisztikai Adatszolgáltató Programban kapott azonosítószám. Az https://osap.mer.gov.hu oldalra belépve, az 'XML - felolvasás' gombra kattintva megjeleníti az intezmeny_id value:"xxxxxxx" értéket, az ékezetek közötti számsor lesz az Intézményi azonosító.| | + | |
| - | |**OSAP kitöltő azonosítószáma** | Az Országos Statisztikai Adatszolgáltató Programban kapott azonosítószám. Az https://osap.mer.gov.hu oldalra belépve, az 'XML - felolvasás ' gombra kattintva megjeleníti a kitolto_id value:"xxxxxx" értéket, az ékezetek közötti számsor lesz az Kitöltő azonosító.| | + | |
| - | |**Invoice használata**| Szeretnénk-e használni a SchoolDrive beépített számlázóját. | | + | |
| - | |**Alapértelmezett**| Kiválasztható, hogy melyik vállalatot töltse be alapértelmezettként. | | + | |
| - | |**Aktív**| Aktív vagy inaktív státuszba helyezhetjük a vállalatokat. | | + | |
| - | Új vállalatot az {{:add.png?nolink}}Új vállalat gombra kattintással lehet felvenni, míg meglévőt a {{:staff:options:btn_edit.png?nolink}} gombbal lehet szerkeszteni, illetve a {{:remove.png?nolink}} gombbal törölni. {{:staff:options:btn_save.png?nolink}} gombbal menthető a szerkesztés alatt álló sor, {{:refresh.png?nolink}} gombbal pedig frissíthető a lista. | + | ^Field^Description^ |
| + | |**Profile**|Name you use to refer to this setting. This name is not visible on invoices.| | ||
| + | |**Invoice details**|This is a [[en:intro:glossary#multilingual_names|multilingual field]] so you can enter its value after a new account is added. This is the text you want to display and it can consist of multiple rows. Try using the same notation as in Invoice(tm), thus start with a label, then double points and then the value (//label: value//).| | ||
| + | |**Default**|The default profile will be selected by default on the //Payment// dialog.| | ||
| - | A {{:staff:settings:key.png?nolink|}}Új Invoice hozzáférés gombbal lehet a felvett vállalatoknak hozzáférést biztosítani a beépített számlázórendszerhez. Ehhez a következő vállalati adatokra lesz szükség: | + | Use the {{:add.png?nolink}} {{:edit.png?nolink}} {{:remove.png?nolink}} {{:save.png?nolink}} {{:refresh.png?nolink}} buttons to [[en:intro:ui#list_editing|edit the data in the list]]. |
| - | * Cégnév | + | |
| - | * Rövid név | + | |
| - | * Adószám | + | |
| - | * Országbeállítás | + | |
| - | + | ||
| - | * Becenév | + | |
| - | * Kezelői felület nyelve | + | |
| - | A {{:staff:settings:error_checking.png?nolink|}}Invoice tesztelése ikonra kattintva tesztelhető a számlázás. | + | If you have specified at least one item in this list, a //Profile// drop down list will appear on the //Payments dialog// where you can select the profile to be displayed on the invoice. |
| + | =====Invoice account===== | ||
| + | The email address and the password needed for login to Invoice(tm) can be specified here. | ||
| + | |||
| + | When they are not specified and you create your first Invoice ™ company, the same access information information will be used as for SchoolDrive. Then the Invoice(tm) email address and the password fields will be filled with these values. | ||
| + | |||
| + | If we change the access information in Invoice(tm), it must be changed here as well. In this case, you may want to test the connection with Invoice(tm). | ||
en/staff/settings/companies.1619073753.txt.gz · Last modified: 2021/04/22 08:42 by balazs
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