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en:staff:settings:companies [2021/04/22 08:44]
balazs [Invoice account]
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
 +
 ======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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 Using the following section to customize the Seller section of your invoices using the following lists. Using the following section to customize the Seller section of your invoices using the following lists.
  
-=====Bank accounts=====+====Bank accounts==== 
 + 
 +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.| 
 + 
 +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]]. 
 + 
 +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==== 
 + 
 +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). 
 + 
 +^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.|
  
-=====Profiles=====+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]].
  
 +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===== =====Invoice account=====
  
en/staff/settings/companies.1619073877.txt.gz · Last modified: 2021/04/22 08:44 by balazs