List of related questions and answers «Financial and payment management»
Revaluation of goods with an increase in the exchange rate $
Good afternoon, there is a difficulty with the revaluation of goods in foreign currency, we put down the purchase price in $, set the necessary exc...
Integration with otp bank
Is it possible to integrate with otp bank, import/export payments from otp to onebox? here is the api documentation https://www.openbankingtracker....
Displaying budgets
Hello! There are three budgets created in Boxing, one of them is virtual. The virtual budget does not appear on the Budgets page. It can only be se...
Problem with loading payments via CSV
The client has an action configured - http://crm.loader.com.ua/admin/auto/action/hour/edit/ for importing payments via CSV I checked these settings...
Import payments via CSV
http://crm.loader.com.ua/admin/auto/action/hour/edit/ - payment loading is configured https://prnt.sc/vh1sir The payment is linked to the client th...
Refinement: several price levels for one client
Good afternoon! Please evaluate the improvement, which lies in the fact that we can prescribe 2 price levels for one client, and not one. This is n...
Change the main currency of the account
Good afternoon, you can change the main currency of my account. I need the main currency to be RUB. Thank you!
Automation of payment creation upon receipt of an overlay and the transition of the order to the corresponding status of New Mail
It is not always the automatic creation of a payment tied to the transition of the order to the corresponding stage of New mail. Those. Automation ...
Set price levels in different currencies
Good afternoon! A task There is a client. We sell goods to him at special prices (price 1, price 2, etc.) At the same time, we sell part of our pro...
Balance for the period
Good day How does the "balance for the period" block work in contact cards? And to the smut: why is the color of both greens and addition...
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