Difference between revisions of "M4 Supplier Invoices"

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= Configuration =
= Description =
 
You can manage Invoices settings, details, address information and functionality in the Invoices section of the [[Configuration_from_GUI#Invoices | SETTINGS -> Setup -> Settings]] window. If you want show user_billsec instead of billsec in Users invoices and last calls, go to [[Configuration_from_GUI#Visual | Settings –> Various]] and check ''Show user_billsec for Users instead of billsec''
M4 '''Supplier Invoice''' is used to check the amount difference between the invoices of suppliers sent to the M4 switch owner and the M4 system calculated amount to the supplier.
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==Invoices list==


Invoices can be viewed, created (WIP) or exported to XLSX file in '''SETTINGS –> Accounting –> Invoices'''. In the main window, you can see list of all the Invoices:
Admin can see and manage Supplier Invoices in '''ACCOUNTING –> Supplier Invoices'''.
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[[File:M2 invoice.png]]


All prices are displayed in default currency. The Currency column tells which currency Invoice was generated with. Also the exchange rate at the invoice generation moment is saved in the database so it may differ from the up to date exchange rate.
Managers can see and manage Supplier Invoices with permission enabled only.


==Invoice Lines==
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==Create Supplier Invoice==


In the Invoice Lines page there is information about destinations, rates assigned to those destinations, calls made to the destinations, total time per destination and price for all the calls made to the specific destination.  
In '''ACCOUNTING –> Supplier Invoices''', press on '''ADD NEW SUPPLIER INVOICE'''.
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[[File:Supplier_invoices_add_new.png]]
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Then fill needed data:
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[[File:Invoice-lines.png]]  
[[File:M4_Supplier_invoices_add_new_fill_data.png]]
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This page can be accessed from Invoice edit page (WIP).
* '''Supplier''' - select the Supplier.
* '''Time Period From (in Supplier timezone)''' - choose a date.
* '''Time Period Till (in Supplier timezone)''' - choose a date.
* '''Invoice Generation Date''' - choose a date and time.
* '''Supplier's Invoice Amount''' - enter Supplier's Invoice Amount in selected currency.
* '''Exchange rate''' - set desired exchange rate.
* '''Status''' - possible to select from: In process, Accepted, Protested, Closed, Deleted, Inv. changed.
* '''Supplier's Invoice Number''' - write the Supplier's Invoice number.
* '''Attachment''' - file format must be in PDF, XSLX, or XLS.
* '''Note''' - add note if needed.


= XLSX Invoices =
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==Invoices List==
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[[File:M4_Supplier_invoices_list.png]]
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From the list, you can add see Supplier Invoices, search invoices, export them to CSV, add new invoices, edit invoices, delete invoices, and download attachments.
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Export to XLSX file is made from Invoices main window. How and what information is displayed can be set in database by specific settings.
==Edit Supplier Invoice==
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[[File:M4_Supplier_invoices_edit.png]]
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Here you can change Supplier Invoice data and Recalculate the invoice.

Latest revision as of 06:18, 10 May 2023

Description

M4 Supplier Invoice is used to check the amount difference between the invoices of suppliers sent to the M4 switch owner and the M4 system calculated amount to the supplier.

Admin can see and manage Supplier Invoices in ACCOUNTING –> Supplier Invoices.

Managers can see and manage Supplier Invoices with permission enabled only.



Create Supplier Invoice

In ACCOUNTING –> Supplier Invoices, press on ADD NEW SUPPLIER INVOICE.

Supplier invoices add new.png

Then fill needed data:

M4 Supplier invoices add new fill data.png

  • Supplier - select the Supplier.
  • Time Period From (in Supplier timezone) - choose a date.
  • Time Period Till (in Supplier timezone) - choose a date.
  • Invoice Generation Date - choose a date and time.
  • Supplier's Invoice Amount - enter Supplier's Invoice Amount in selected currency.
  • Exchange rate - set desired exchange rate.
  • Status - possible to select from: In process, Accepted, Protested, Closed, Deleted, Inv. changed.
  • Supplier's Invoice Number - write the Supplier's Invoice number.
  • Attachment - file format must be in PDF, XSLX, or XLS.
  • Note - add note if needed.



Invoices List



M4 Supplier invoices list.png

From the list, you can add see Supplier Invoices, search invoices, export them to CSV, add new invoices, edit invoices, delete invoices, and download attachments.

Edit Supplier Invoice



M4 Supplier invoices edit.png

Here you can change Supplier Invoice data and Recalculate the invoice.

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