| language
Location : Idealisator Support Page »
New cost
You can store your costs in iDeal CRM.
To do this, open a datasheet entry.
You will see a "New cost" button on the right side:
A new window will appear:
Here you can choose a contact if you wish, set the fulfillment and payment date.
To categorize your costs you should choose a cost category.
To do this, click on the Change button next to the cost category.
The cost category chooser will pop up.
To add a new category, click on the new Cost category text.
To choose an existing entry, simply click on it.
After filling the Net, VAT and Gross value, you can set how much you've already paid of this cost.
You can choose to set the cost to fully paid.
To do this, simply click on the Fully paid checkbox:
After you are finished with the cost history entry, you can save this cost.
You will see the new entry in the history list like this:
To see all your costs, click on the reports page, and choose the Cost report button.
You will get list of your costs.
You can filter this list by the options listed in the yellow search bar section:
Click on the search button to do the searching.
You can also print this list, or export to excel by clicking on the print or export button.
Grouping, summarizing
To summarize your cost, simply click on the supplier header bar.
You will get a summary at the bottom so you can see your cost total.
New cost
New cost
You can store your costs in iDeal CRM.
To do this, open a datasheet entry.
You will see a "New cost" button on the right side:
A new window will appear:
Here you can choose a contact if you wish, set the fulfillment and payment date.
Cost category
To categorize your costs you should choose a cost category.
To do this, click on the Change button next to the cost category.
The cost category chooser will pop up.
To add a new category, click on the new Cost category text.
To choose an existing entry, simply click on it.
Paid amount
After filling the Net, VAT and Gross value, you can set how much you've already paid of this cost.
You can choose to set the cost to fully paid.
To do this, simply click on the Fully paid checkbox:
After you are finished with the cost history entry, you can save this cost.
You will see the new entry in the history list like this:
Listing existing costs, reporting
To see all your costs, click on the reports page, and choose the Cost report button.
You will get list of your costs.
You can filter this list by the options listed in the yellow search bar section:
Click on the search button to do the searching.
You can also print this list, or export to excel by clicking on the print or export button.
Grouping, summarizing
To summarize your cost, simply click on the supplier header bar.
You will get a summary at the bottom so you can see your cost total.
Page last modified on Tuesday 23 of November, 2010 10:56:43 CET
Most commented wiki pages