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Transaction Report

Transaction Report and sending it by e-mail

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Reports for payments can be accessed via menu: Finance - Transaction - Payments order LCY - Payments transaction home via tab In preparation and button Reports

 

 

By clicking Report  In Preparation panel opens another panel offering you criteria to display information from payment orders in preparation. The information entered in the payment order can be used as a criteria (for description see lines in transaction).

For examples of reports see reports of payment orders.

 

 

 

The selected display can be sent in PDF format by e-mail. Before sending it is necessary to make a report. Click on the button  opens a new window where we can check the data to send and e-mail addressees, enter the message title in the Subject field, text specifications and potential recipients of copies and / or hidden copies and  Click Send button .

 

 

Reports for merged payments order and sending by e-mail.

 

We can merge payment orders. We can do that with wizard

Printouts for merged payments orders are available with various criteria.

The selected report can be sent in pdf and excel format by e-mail as an attachment to an email message. For this pupose we should  check option:  Attach  file to the specification of payment.

 

Program create xls file when sending by e-mail where the first line is empty and contains two columns. The first is linked document, while the second is amount.

 

 

S klikom na gumb    se nam odpre novo okno, kjer preverimo podatke za pošiljanje in naslovnike elektronske pošte. Vpišemo naslov sporočila v polje Zadeva, Besedilo specifikacije in morebitne prejemnike kopije in / ali skrite kopije. Kliknemo gumb pošlji.

Ko uporabnik klikne Pošlji, se za vsak subjekt kreira svoja datoteka in priloži e-sporočilu.

 

 


 

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