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en:staff:settings:companies [2021/04/22 08:58]
balazs [Bank accounts]
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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 |**Default**|The default bank account will be selected by default on the //Payment// dialog.| |**Default**|The default bank account will be selected by default on the //Payment// dialog.|
  
-A new bank account can be added by clicking on the  ​button,​ an existing company can be updated using  or by double-clicking the rowTo remove ​a company use Save a row using  or click anywhere next to the edited row to save it. The list can be reloaded using the  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]].
  
 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. 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==== ====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.|
 +
 +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.1619074683.txt.gz · Last modified: 2021/04/22 08:58 by balazs