When you want to make an entry final, you can process the entry. It is possible that you want to change the entry afterwards. This can be done by reopening the processed entry and change the information of the entry.
Posts Tagged ‘Process’
It can be useful to know which user processed which payment file or collection file in your company. These bank files are created when selected payments or collections are processed via [Cash flow, Payments, Process], [Cash flow, Collections, Collection] or [Cash flow, Collections, SDD management].
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.
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.
After you have entered and (depending on your settings) authorised the invoices, you can send them to your customers. You can print the invoices and send them on paper, but you can also send them by e-mail. To send the invoices by e-mail, you can follow the steps below:
In the Blog post ‘How can I see who processed the payment files or collection files?’ you could read how you can see which user processed which payment files via menu path [Cash Flow, Payments, Created bank files].
The year-end processing has arrived yet again. It’s a busy time for many companies with a lot of administrative tasks involved. The year-end has consequences for various areas within Exact Globe Next.
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.
It could be advisable to incorporate an extra charge for certain costs in the production process. For instance, you could choose to increase the standard costs for an item that costs € 100,- to produce by 10% and thus charge € 110,- for total production costs.