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userdocs:travelwise:data_loading:general_data:finance [2013/06/19 08:40]
127.0.0.1 external edit 		userdocs:travelwise:data_loading:general_data:finance [2014/09/10 03:56] (current)
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 ====== Finance ====== ====== Finance ======
 **Navigation:​** //Tools → General Data → Finance → ...// **Navigation:​** //Tools → General Data → Finance → ...//
-{{:​userdocs:​travelwise:​data_loading:​general_data:​generaldata27.png|}} 
- 
-==== Currencies ==== 
-FIXME 
  
 ==== Terms of Payment ==== ==== Terms of Payment ====
-In this table you can create all the different terms of payment that you want.  +{{:​userdocs:​travelwise:​data_loading:​general_data:​payment_terms.png?direct|}} 
-{{:​userdocs:​travelwise:​data_loading:​general_data:​generaldata28.png|}} +**Mandatory:** 
-  ​- ​**Filter option:** You can choose to filter your payment terms by typing in letters or words. E.g. if you would like to see all the payment terms that begin with the letter “C”, click on a text box, type “C” and push Enter on your keyboard. +//Name//, //Current (invoice) Month + Days// (days before ​payment).
-  - To add a new payment term, simply click in the first empty cell in an empty row, and start filling out the information. You do not need to fill out all the cells/check boxes, but at least **Name**, **Current** (invoice) ​**Month** + **Days** (days until payment). When you are done, click **Save** button.+
  
-In case term of payment implies the presence of Credit Card number, ​tick on the checkbox **Require Credit Card No**.+In case term of payment implies the presence of Credit Card number, ​enable //Require Credit Card No//.
  
 ==== Payment Types ==== ==== Payment Types ====
  
-This table keeps payment ​types needed ​for registering payments. +Payment ​types for registering ​the payments. 
-{{:​userdocs:​travelwise:​data_loading:​general_data:​generaldata29.png|}} +{{:​userdocs:​travelwise:​data_loading:​general_data:​payment_types.png?direct|}} 
-  ​- ​**Filter option:** You can choose to filter your payment types by typing in letters or words. +**Mandatory:** 
-  - To add a new payment type, simply click in the first empty cell in an empty row, and start filling out the information. You do not need to fill out all the cells/check boxes, but at least **Name** and **Finance account**. When you are done, click **Save** button.+//Name// and //Finance account//. 
 + 
 +**Note** 
 +The types are not shared among host companies.
  
  
 ==== Diners Club Autopaid ==== ==== Diners Club Autopaid ====
-In this table you can add Diners Club (DC) Credit Card numbers. +{{:​userdocs:​travelwise:​data_loading:​general_data:​dc.png?direct|}} 
-{{:​userdocs:​travelwise:​data_loading:​general_data:​generaldata30.png|}} +**Mandatory:** 
-  ​- ​**Filter option:** Use to search for a needed Credit Card number. +//Card No// and //Payment Type//.
-  - To add a new DC Credit Card number, simply click in the first empty cell in an empty row, and start filling out the information. **Card No** and **Payment Type** are mandatory. When you are done, click **Save** button.+

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