Biller Account/sv: Difference between revisions

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== Konton ==
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== Accounts ==
   
   
[[{{Link}}Traffic Category|Trafikkategorier]] och [[{{Link}}Service|tjänster]] måste kopplas till ett [[{{Link}}Account|konto]] när man skapar dem. Det finns ett standardkonto kopplat till alla trafikkategorier när man börjar.  
[[{{Link}}Traffic Category|Traffic categories]] and [[{{Link}}Service|services]] must be connected to an [[{{Link}}Account|account]] when creating them. There is a default account connected to all traffic categories from start.
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Namnet på kontot, såväl som kontodetaljerna, hämtas vanligtvis från en kontoplan och rör debit- och kreditkonton och kan vara ett bra sätt att dela in olika kostnader på olika konton. Några av faktureringsrapporterna grupperar kostnader per konto.
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The name of the account, as well as the account details, are usually obtained from a financial account plan and concerns debit and credit accounts and can be a good way of dividing different costs to different accounts. Some of the invoicing reports group the costs by account.
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Kontodetaljerna som anges i Pro 9 används ofta i exportfilen till ERP-systemet.
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The account details that are entered in Pro 9 are many times used in the export file to the ERP system.
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Koppling av trafikkategorier till olika konton görs i [[{{Link}}Biller_AccountCategory|vyn Trafikkategori/konto]]. Koppling av tjänster till olika konton görs i [[{{Link}}Biller Services|vyn Tjänster]].
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Connecting traffic categories to different accounts is done in the [[{{Link}}Biller_AccountCategory|Traffic category/Account view]]. Connecting services to different accounts is done in the [[{{Link}}Biller Services|Services view]].
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Exempel på olika konton kan vara ''Trafikkostnader fast telefoni'', ''Trafikkostnader mobiltelefoni''. ''Månatliga tjänstekostnader fast telefoni'', ''Månatliga tjänstekostnader mobiltelefoni'' och ''Mobilroamingkostnader''
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Examples of different accounts can be ''Traffic charges fixed telephony'', ''Traffic charges mobile telephony'', ''Monthly service fees fixed telephony'', ''Monthly service fees mobile telephony'' and ''Mobile roaming charges''
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=== Steg för steg - Visa Konton ===
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=== How to - Show Accounts ===
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# Klicka på [[{{Link}}Biller Default|rollen Fakturering]] i vänstermenyn
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# Välj '''Kontoplan > Hantera kontoplaner'''  
# Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu
#:* En lista över konton visas till höger
# Click '''Financial accounts > Manage financial accounts''' in the navigation menu
#* A list of accounts is shown to the right
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=== Steg för steg - Lägg till ett nytt konto ===
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=== How to - Add a New Account ===
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# Klicka på '''lägg till''' [[Image:Icon Add.png]]
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# Ange ett '''namn'''
# Click the '''add''' button [[Image:Icon Add.png]]
# Ange ett '''konto''' (obligatoriskt)
# Enter '''name'''
# Ange ett '''motkontonummer''' (frivilligt)
# Enter '''account''' (mandatory)
# Klicka på '''spara''' [[Image:Icon Save.png]]
# Enter an '''offset account''' (optional)
# Click '''save''' [[Image:Icon Save.png]]
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=== Steg för steg - Ändra ett befintligt konto ===
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=== How to - Edit an Existing Account ===
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# Klicka på '''redigera''' [[Image:Icon Edit.png]] intill kontot du vill ändra
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# Ändra namnet eller kontoparametrarna efter behov
# Click '''edit''' [[Image:Icon Edit.png]] next to the account you want to change
# Klicka på '''spara''' [[Image:Icon Save.png]]
# Change name or account properties, as needed
# Click '''save''' [[Image:Icon Save.png]]
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=== Steg för steg - Ta bort ett befintligt konto ===
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=== How to - Delete an Existing Account ===
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Endast konton som inte är kopplade till någon tjänst eller trafikkategori, och som heller aldrig varit det, kan tas bort.  
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Only accounts that are not connected to any service or traffic category, and that haven't been previously, can be deleted.
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# Markera de konton du vill ta bort
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# Klicka på [[Image:Icon Links.png]] för att öppna menyn ovanför tabellen och välj ta bort
# Check the box for each account you want to delete
#:* kontot tas bort direkt
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* The account is immediately deleted
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=== Steg för steg - Visa vyn Trafikkategori/konto ===
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=== How to - Show the Traffic Category/Account View ===
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I vyn ''Trafikkategori/konto'' kan man koppla konton till [[{{Link}}Traffic Category|trafikkategorier]] i redovisningssyfte.
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In the ''Traffic category/Account'' view you can connect the accounts to the [[{{Link}}Traffic Category|traffic categories]] for accounting purposes.
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# Open the '''Links''' menu [[Image:Icon Links.png]] and click '''Traffic category/Account'''
#:* Read more about [[{{Link}}Biller_AccountCategory|setting accounts for each traffic category]]
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# Öppna menyn '''Länkar''' [[Image:Icon Links.png]] och välj '''Trafikkategori/konto'''
# Läs mer om att [[{{Link}}Biller_AccountCategory|göra kontoinställningar för varje trafikkategori]]


[[Category:F01{{Langcat|Biller Account}}]]
[[Category:F01{{Langcat|Biller Account}}]]

Revision as of 14:36, 13 February 2023

Accounts

Traffic categories and services must be connected to an account when creating them. There is a default account connected to all traffic categories from start.

The name of the account, as well as the account details, are usually obtained from a financial account plan and concerns debit and credit accounts and can be a good way of dividing different costs to different accounts. Some of the invoicing reports group the costs by account.

The account details that are entered in Pro 9 are many times used in the export file to the ERP system.

Connecting traffic categories to different accounts is done in the Traffic category/Account view. Connecting services to different accounts is done in the Services view.

Examples of different accounts can be Traffic charges fixed telephony, Traffic charges mobile telephony, Monthly service fees fixed telephony, Monthly service fees mobile telephony and Mobile roaming charges

How to - Show Accounts

  1. Click on the role Invoicing in the navigation menu
  2. Click Financial accounts > Manage financial accounts in the navigation menu
    • A list of accounts is shown to the right

How to - Add a New Account

  1. Click the add button Icon Add.png
  2. Enter name
  3. Enter account (mandatory)
  4. Enter an offset account (optional)
  5. Click save Icon Save.png

How to - Edit an Existing Account

  1. Click edit Icon Edit.png next to the account you want to change
  2. Change name or account properties, as needed
  3. Click save Icon Save.png

How to - Delete an Existing Account

Only accounts that are not connected to any service or traffic category, and that haven't been previously, can be deleted.

  1. Check the box for each account you want to delete
  2. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select delete
    • The account is immediately deleted

How to - Show the Traffic Category/Account View

In the Traffic category/Account view you can connect the accounts to the traffic categories for accounting purposes.

  1. Open the Links menu Icon Links.png and click Traffic category/Account
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