Billing and acts online
Good day.
Last week we presented to your attention our service. Thanks for your comments, feedback and advice. All the wishes we have already begun to implement, and some already "in granite."
In this post I want to tell and show how using our service within the framework of the concept " finance separately, applications separately " solve such an entrepreneurial task as billing and acts. To do this, you need to connect the application "Accounts-Acts". There are two versions, free and not very. The final documents in these two versions are the same, the only difference is usability. So…
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Having connected the application Account-Acts, we select a payment or several payments for which you need to generate documents. For clarity, I created two payments that imitate a stormy activity:
Check payments and run the application:
Fill in the fields and click the button. We get neat PDF documents:
The paid version of the application allows you to save and reuse data about counterparties, automatically changes the sequence numbers of documents and distributes labels to payments
Documents created by the paid version are “attached” to payments, at any time you can download previously created invoices and acts:
Often, along with the task of preparing the documents themselves, the task of organizing them emerges. There are sharp questions, which invoices have been forgotten, and which accounts have not yet been closed by acts.
To solve these problems, we use tags in Finobox. In the example, one of the payments is “closed”, the second hangs without an act and without payment. For the order we will create several filters.
Filtering by tags supports logical constructs, such as “AND” - listing of labels through plus, “OR” - listing through comma and “NOT” - indicating the exclamation mark in front of the label.
So:
1 Display of payments for which no documents were issued (! Invoice +! Act):
2 Bills are issued, but the acts are not closed (account +! Act):
3 Completed transactions, certificates signed, money received (account + certificate):
So, Finobox allows you to quickly and accurately prepare the documents of accounts and acts.
If documents are needed “once”, then the free version will be the best choice. To use it, you do not even need to register, you can create documents in a demo account :)
For regular convenient use, a paid version is provided.
(there is a trial version).
We welcome your comments and comments!
Last week we presented to your attention our service. Thanks for your comments, feedback and advice. All the wishes we have already begun to implement, and some already "in granite."
In this post I want to tell and show how using our service within the framework of the concept " finance separately, applications separately " solve such an entrepreneurial task as billing and acts. To do this, you need to connect the application "Accounts-Acts". There are two versions, free and not very. The final documents in these two versions are the same, the only difference is usability. So…
')
Account for one-two-three.
Having connected the application Account-Acts, we select a payment or several payments for which you need to generate documents. For clarity, I created two payments that imitate a stormy activity:
Check payments and run the application:
Fill in the fields and click the button. We get neat PDF documents:
Pros of paid cheese
The paid version of the application allows you to save and reuse data about counterparties, automatically changes the sequence numbers of documents and distributes labels to payments
Documents created by the paid version are “attached” to payments, at any time you can download previously created invoices and acts:
Search for unexposed bills and missing acts
Often, along with the task of preparing the documents themselves, the task of organizing them emerges. There are sharp questions, which invoices have been forgotten, and which accounts have not yet been closed by acts.
To solve these problems, we use tags in Finobox. In the example, one of the payments is “closed”, the second hangs without an act and without payment. For the order we will create several filters.
Filtering by tags supports logical constructs, such as “AND” - listing of labels through plus, “OR” - listing through comma and “NOT” - indicating the exclamation mark in front of the label.
So:
1 Display of payments for which no documents were issued (! Invoice +! Act):
2 Bills are issued, but the acts are not closed (account +! Act):
3 Completed transactions, certificates signed, money received (account + certificate):
The bottom line
So, Finobox allows you to quickly and accurately prepare the documents of accounts and acts.
If documents are needed “once”, then the free version will be the best choice. To use it, you do not even need to register, you can create documents in a demo account :)
For regular convenient use, a paid version is provided. (there is a trial version).
We welcome your comments and comments!
Source: https://habr.com/ru/post/88636/
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