List of related questions and answers «Financial and payment management»
Import payments via CSV_display add. fields of finance
Client action Integration of payments CSV (Import) - loads payments. To correctly link the payment and exclude duplicates, a link is made to the un...
when changing an already created payment, an error 500 pops up
When you try to change a payment already created in the "Finance" block, an error 500 pops up. If you change the payment in the "Ord...
finalize the action of importing payments from Privat24 "Privat24 Autoclient Account Statement" (recording statement data in the additional payment field)
it is necessary to improve the action of importing payments from Privat24 "Privat24 Autoclient Statement of Accounts" in such a way that ...
finalize the action "Distribute payments among processes based on expected payments" (selection by several conditions)
it is necessary to refine the action "Distribute payments among processes based on expected payments" in such a way that it is possible t...
refinement of the action "Distribute payments among processes based on expected payments" (distribution of payments among several processes while maintaining the original payment)
the action "Distribute payments among processes based on expected payments" needs to be improved in such a way that the action automatica...
finalization of the action "Generate the expected payment" (Take the client of the expected payment from the additional field instead of the "process client" field
improve the functionality of expected payments - in the action "Generate expected payment" add the field "Take the client of the exp...
Customer discount
https://vuuoksa-home.crm-onebox.com/ We have a group "Clients from 7000" (All contacts/Contact groups). It contains the field "Disco...
Discounts and discount cards
https://vuuoksa-home.crm-onebox.com/ Good afternoon. We want to implement a system of discounts and discount cards on the site. What is the easiest...
finalization of the functionality of posting actual payments through expected payments
Business Requirement if necessary, I will detail this TOR for individual tasks according to the blocks of the TOR please evaluate TK block by block...
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