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List of related questions and answers «Financial and payment management»

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Synchronization of the system with the CheckBox service
Is it possible to synchronize the system with the CheckBox service and set up automatic transfer of sales data to the tax office (formation of tax ...
Useful in "Automatically distribute customer payments by processes"
Useful in "Automatically distribute customer payments by processes" Do not break the payment into kіlka and in the Payment add the proces...
1 answer
17.11.2020, 11:02
Layout floated in finance
http://crm.mebelok.com/admin/shop/finance/ The layout fell off and the block climbed under the main list https://prnt.sc/vkm0sa And at the bottom o...
1 answer
Wage
How to set up automation in the following situation: The employee has a rate. Automated calculation of this rate every month is set up. There was a...
1 answer
16.11.2020, 15:57
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...
1 answer
13.11.2020, 11:40
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....
9 replies
11.11.2020, 13:50
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...
2 answer
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...
1 answer
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...
9 replies
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...