Posts Tagged ‘Process’

Tip: Making fields required

Written by Marcel Thijssen on . Posted in Exact Globe

You may, for instance, want a project to always be linked if you are using a certain general ledger account while entering an entry in Exact Globe Next. To make this a required field, you can check the field ‘Project’ under the section ‘Analytical Required’ in the maintenance of the general ledger account.

Printing invoices selectively

Written by Marcel Thijssen on . Posted in Exact Globe

If you’re printing invoices via the menu [Invoice, Entries, Print/Process], it is possible to make a selection of the invoices to be printed. For instance, you could choose the selection method ‘Invoice’, ‘Sales order’ or ‘Debtor’. Depending on the selection method, you can then make a selection of various selection criteria.

Tip: Selecting based on send method

Written by Marcel Thijssen on . Posted in Exact Globe

In debtor maintenance, you can state the default send method for the account in the field ‘Send method’ on the tab ‘Financial’. This relates to the sending of invoices and payment reminders. You can choose from the options e-mail, printer or electronically. If you work with this within your company, you have the option to sort on send method while printing / processing the invoices.

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