List of related questions and answers «Financial and payment management»
1 answer
18.06.2021, 10:08
It is necessary to change the base currency of the box to rubles https://mastersales.crm-onebox.com/admin/
Need CashFlow functionality.
Need CashFlow functionality. Who can I contact to set it up?
Seller-Online Receiving payments - does not pull up payments once an hour, as it should.
Payments that are already on Seller-Online appear in OneBox only the next day.
Cross exchange rate
Boxing currency is USD. Required to secure the euro exchange rate not to the hryvnia, but to the boxing currency. How many loans dorobka? We noted ...
Refund commitment update
Need help deciding how to properly update Commitments if I'm running a Return of Goods By customer's parent process. Essence: - The client ...
upload payment file
Hello. The client-bank sends the following file with an array of payments: is it possible to load such a file through the bulk operations panel wi...
Block Finance in the contact card
Hello! You need to be able to display in the finance block in the contact card the client's obligations in the currencies of the processes for ...
Distribution of payments received on the Bank's card
Good afternoon, We set up the action "Privat24 Statement of accounts for individuals" for receiving card transactions (clients swipe to a...
Action: Change stage if payment received
Hello! Previously a question was asked on the forum: https://crm-onebox.com/en/support/business-processes/8117-deystvie-izmenit-etap-...
Weekly payments are tied to the process
Good day! We have installed automatic dia: "Automatically allocate customer payments by process", but blame the following situations: The...
Copyright © OneBox 2024
