en:staff:settings:companies
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en:staff:settings:companies [2021/04/22 09:02] balazs [Profiles] |
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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| |**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 {{:add.png?nolink}} button, an existing account can be updated using {{:edit.png?nolink}} or by double-clicking the row. To remove a bank account 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]]. |
| 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. | ||
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| ^Field^Description^ | ^Field^Description^ | ||
| |**Profile**|Name you use to refer to this setting. This name is not visible on invoices.| | |**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.| | + | |**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.| | |**Default**|The default profile will be selected by default on the //Payment// dialog.| | ||
| - | A new profile can be added by clicking on the {{:add.png?nolink}} button, an existing profile can be updated using {{:edit.png?nolink}} or by double-clicking the row. To remove a profile 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]]. |
| 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. | 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. | ||
en/staff/settings/companies.1619074938.txt.gz · Last modified: 2021/04/22 09:02 by balazs
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