Settings - Revision history

Onea at 07:43, 20 May 2021

2021-05-20T07:43:43Z

Nele.scherrens: /* Workflow */

2017-06-30T13:08:12Z

‎Workflow

Nele.scherrens: /* Remarks for import */

2017-06-28T14:37:36Z

‎Remarks for import

Nele.scherrens: /* Order of import */

2017-06-28T14:26:00Z

‎Order of import

Nele.scherrens at 14:18, 28 June 2017

2017-06-28T14:18:26Z

Nele.scherrens: /* Remarks for import */

2017-06-28T14:17:09Z

‎Remarks for import

Nele.scherrens: /* Partner groups */

2017-06-28T14:01:33Z

‎Partner groups

Nele.scherrens: /* Payment terms */

2017-06-28T13:35:09Z

‎Payment terms

Nele.scherrens: /* Fields for the lookuplists that can be edited */

2017-06-28T13:31:38Z

‎Fields for the lookuplists that can be edited

Nele.scherrens at 13:25, 28 June 2017

2017-06-28T13:25:04Z

@@ Line 1: / Line 1: @@
 When a user has the ''"Super accountants"'' role available, a ''"Settings"'' button appears next to ''"My account"'' in the upper right corner of the page:
-<br/><div style="font-size: 130%">[[image:email.png|link=]]     '''When the above role needs to be applied, please contact [mailto:support@onea.be?Subject=Super%20accountants%20request support@onea.be]'''</div>
+<br/><div style="font-size: 130%">[[image:email.png|link=]]     '''When the above role needs to be applied, please contact [mailto:onea-support@unifiedpost.com?Subject=Super%20accountants%20request onea-support@unifiedpost.com]'''</div>
 <br/>
 In the settings, following options are available:

@@ Line 10: / Line 10: @@
 ==Workflow==
 Available items in this setting:
 * Incoming invoices
 * Outgoing invoices
 <br/>
-In the workflow, you can add/edit TOA rules. To know more about this, please visit our ''"[[Approval_manual|Approval manual]]"''.
 <br/>

← Older revision		Revision as of 14:37, 28 June 2017
Line 222:		Line 222:
	* Percentages and numbers should be marked with a leading single quote (') to avoid automatic cell formatting in Excel		* Percentages and numbers should be marked with a leading single quote (') to avoid automatic cell formatting in Excel
	* When an Excel file has more than 1000 lines, the import will time out. Please split your lines into separate files if you have more than 1000 items		* When an Excel file has more than 1000 lines, the import will time out. Please split your lines into separate files if you have more than 1000 items
		+	* Only add active partners/lookuplist items
		+	* A country code should be 2 characters long
		+	* VATID, IBAN and BIC should only contain alphanumeric characters (spaces, dots and dashes will be removed)
		+	* VATID should always include the country code
		+	* Currency codes should be standard ISO 4217 codes

@@ Line 212: / Line 212: @@
 # Purchase/sales journals
 # Customer/supplier
 ==Remarks for import==

@@ Line 195: / Line 195: @@
 ** ''TRUE''
 ** ''FALSE''
 ==Order of import==
@@ Line 215: / Line 220: @@
 * Percentages and numbers should be marked with a leading single quote (') to avoid automatic cell formatting in Excel
 * When an Excel file has more than 1000 lines, the import will time out. Please split your lines into separate files if you have more than 1000 items

← Older revision		Revision as of 14:17, 28 June 2017
Line 215:		Line 215:
	* Percentages and numbers should be marked with a leading single quote (') to avoid automatic cell formatting in Excel		* Percentages and numbers should be marked with a leading single quote (') to avoid automatic cell formatting in Excel
	* When an Excel file has more than 1000 lines, the import will time out. Please split your lines into separate files if you have more than 1000 items		* When an Excel file has more than 1000 lines, the import will time out. Please split your lines into separate files if you have more than 1000 items
		+
		+	==Import via settings vs add in document view==
		+	Importing items via the settings is mostly done when multiple items need to be added. On the other hand, when only 1 item needs to be added, this is done inside the document view.<br/>
		+	When wanting to add an item in the document view, click the [[image:listPicker.png\|link=]] "List" button and use the [[image:add.png\|link=]] "Add" button.
		+	<br/>{{info\|The [[image:add.png\|link=]] "Add" button is not available in every list!}}

← Older revision		Revision as of 14:01, 28 June 2017
Line 29:		Line 29:

	<br/>{{info\|It is recommended to first export an Excel, add/edit the lines you want and then import the Excel file again.}}<br/>		<br/>{{info\|It is recommended to first export an Excel, add/edit the lines you want and then import the Excel file again.}}<br/>
		+
		+	'''How to export and import again?'''<br/>
		+	The export and import buttons are located next to the page navigation on top of the screen.<br/>
		+	<br/>[[image:export_import_buttons.png\|link=]]<br/>
		+	<br/>
		+	# Click the [[image:pageXls.png\|link=]] "Export to Excel button".
		+	# If your browser asks you what to do with the file, click "Save".
		+	# Locate the file on your system. It should be in the "Downloads" folder.
		+	# Open the file and add/edit the lines you want.
		+	# Go back to your browser and click the [[image:upload.png\|link=]] "Import from Excel" button.
		+	# Click "Browse" on the screen that appears and locate the edited Excel file. Finally, click open.
		+	<br/>[[image:import_from_excel.png\|link=]]<br/>
		+	<br/>

	Fields that are available:		Fields that are available:

@@ Line 163: / Line 163: @@
 ** ''TRUE''
 ** ''FALSE''
-* '''PAYDISCOUNT''': does the payment term include a discount? Possible values are:
+* '''PAYDISCOUNT''': does the payment term include a financial discount? Possible values are:
 ** ''TRUE''
 ** ''FALSE''
-* '''DAYSDISCOUNT''': the number of days within the invoice should be paid so the discount can be used.
+* '''DAYSDISCOUNT''': the number of days within the invoice should be paid so the financial discount can be used.
-* '''DISCPRCTG''': enter the percentage of the discount.
+* '''DISCPRCTG''': enter the percentage of the financial discount.
-* '''CALCULATION''': when entered ''"NETT"'', the discount will be calculated based on the netto amount. When entered ''"GROSS"'', the discount will be calculated based on the total amount.
+* '''CALCULATION''': when entered ''"NETT"'', the financial discount will be calculated based on the netto amount. When entered ''"GROSS"'', the financial discount will be calculated based on the total amount.
-<br/>
+<br/>{{info|It is recommended to use ''"NETT"'' for the calculation method.}}<br/>
 ====Period====
 * '''STARTDATE''': the date on which the period is starting. Format: 20170623.

@@ Line 112: / Line 112: @@
 * '''INSTANCE''': '''This is currently not in use. Please do not enter a value here.'''
 * '''COMPANY''': the code of the company for which you want to upload the items.
 * '''ACTIVE''': should the item be active or not? Possible values are:
 ** ''TRUE''

@@ Line 59: / Line 59: @@
 * '''BANKBIC''': the BIC code for the supplier.
 * '''CHAMBEROFCOMMERCE''': the chamber of commerce number for the supplier. This is only used in The Netherlands!
-* '''DIM1''': the code of an item from the "DIM1" lookuplist.
+* '''DIM1''': the code from the ''"Code"'' field of an item from the "DIM1" lookuplist. This could be a cost place for example.
 <br/>{{info|Make sure you have a company selected when you want to import/export partners, otherwise you will only be able to view all partners of all your companies.}}<br/>
@@ Line 74: / Line 74: @@
 * '''Countries''': a list with all available countries.
 * '''Currencies''': the list with the currencies used for your company.
-* '''DIM1''': the first list for dimensions (used for analytical accounting).
+* '''DIM1''': the first list for dimensions (used for analytical accounting). This could be a cost center.
-* '''DIM2''': the second list for dimensions (used for analytical accounting).
+* '''DIM2''': the second list for dimensions (used for analytical accounting). This could be a cost unit.
-* '''DIM3''': the third list for dimensions (used for analytical accounting).
+* '''DIM3''': the third list for dimensions (used for analytical accounting). This could be a cost type.
-* '''DIM4''': the fourth list for dimensions (used for analytical accounting).
+* '''DIM4''': the fourth list for dimensions (used for analytical accounting). '''This is currently not in use.'''
-* '''DIM5''': the fifth list for dimensions (used for analytical accounting).
+* '''DIM5''': the fifth list for dimensions (used for analytical accounting). '''This is currently not in use.'''
-* '''DIM6''': the sixth list for dimensions (used for analytical accounting).
+* '''DIM6''': the sixth list for dimensions (used for analytical accounting). '''This is currently not in use.'''
-* '''DIM7''': the seventh list for dimensions (used for analytical accounting).
+* '''DIM7''': the seventh list for dimensions (used for analytical accounting). '''This is currently not in use.'''
-* '''DIM8''': the eighth list for dimensions (used for analytical accounting).
+* '''DIM8''': the eighth list for dimensions (used for analytical accounting). '''This is currently not in use.'''
-* '''DIM9''': the ninth list for dimensions (used for analytical accounting).
+* '''DIM9''': the ninth list for dimensions (used for analytical accounting). '''This is currently not in use.'''
 * '''Invoice types''': the list with the available invoice types. '''This list cannot be edited'''.
 * '''Payment status''': a list with the available payment statuses. These are used with our [[Payments_manual|payment module]]. '''This list cannot be edited'''.
@@ Line 184: / Line 184: @@
 For the import of the different partners and lists, you need to respect the order in which they should be imported.
 <br/>
-# Analytical dimensions (DIM1 up to and including DIM9)
+# Analytical dimensions (DIM1 up to and including DIM3)
 # Purchase/sales VAT dimensions
 # Period