Billing
- Invoice management
- How do I set up the NAV connection?
- How does the NAV invoice sync work?
- How do I connect my Számlázz.hu account?
- Why is the Számlázz.hu PDF not downloading?
- What is a cancellation (storno) invoice?
- Using recurring invoices
- How does bank statement import work?
- Skip rules
- Recording cash movements
- Rows column
- Search
- How does the matching session work?
- Recurring invoices overview
- Frequency
- Next run
- Recurrence settings
- Line items of a recurring invoice
- Generated invoices
- Fields in a note that the system fills in
- Send back or reject?
- Accepting an incoming invoice
- Paying through Wise
- Credits and transactions
- Automatic processing of e-mail attachments
- Work-time check in the monthly check workflow
- Planned cash movement on an invoice
- Emailing invoices, payment reminders and overdue notices
- Collection cases
- Mail register
- Where does the partner's bank account come from when posting to the bank?
- What are transfer batches?
- Currencies and bank accounts
- Currency code
- Number of decimals
- Match tolerance (absolute)
- Match tolerance (%)
- Account number (IBAN or GIRO)
- Bank
- Bank payment export format
- Displayed bank name
- Active bank account
- Bank connections (Open Banking)
- Default bank account
- Cash flow: report, planner, workbench
- Where does the "Cash now" figure come from?
- The Planner tab: what it shows and what it does not
- The Workbench tab: rescheduling and planning
- Payroll in the cash flow
- Planned cash flow
- One-off and recurring items
- What belongs here, and what does not
- Job numbers and their balance
- Splitting an invoice between job numbers
- Purchase orders with a job number
- Job-number split required