Tag: report

Proposal For Bank Reconcile Report

JCurve Solutions would like to create new a report to retrieve data from transaction relate to bank account with unreconciled. And print reports in Excel format. Requirement New report ‘Bank Reconcile’ to retrieve data from transactions related to a bank account unreconciled. Assumptions: This report will retrieve data from transaction related to a bank account… Continue reading Proposal For Bank Reconcile Report

PROPOSAL FOR CONTRACT UN-INVOICE REPORT

Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from the Invoice, Credit Note document, and link some details from the sale order. The report can recall backdate and need to show documents based on as at date selected. And print reports in Excel format. Requirement New report… Continue reading PROPOSAL FOR CONTRACT UN-INVOICE REPORT

Proposal For Payment Details Report

Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from the AP Bill document. This report will show Current status of the document within the selected period based on the payment date. And print reports in Excel format. Requirement New report ‘รายงานแสดงรายละเอียดการจ่าย’ to retrieve data for data from… Continue reading Proposal For Payment Details Report

Proposal For Inventory Adjustment Report

Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from the Inventory adjustment document. The details for PO No, Supplier, Reference Bill can track only the case of issue out. And print reports in Excel format. Requirement New report ‘Inventory adjustment report’ to retrieve data for data from… Continue reading Proposal For Inventory Adjustment Report

PROPOSAL FOR รายงานการยื่นแบบ ภงด. 54 และ ภพ. 36

Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from the AP Bill document Reference to Payment with status Paid which is related to PP36 and PND54. This report will show the current status of the document when recalling the report. And print reports in Excel format. Requirement… Continue reading PROPOSAL FOR รายงานการยื่นแบบ ภงด. 54 และ ภพ. 36

PROPOSAL FOR INVOICE UNCOLLECTED

Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from Invoices, Credit Note documents, Debit Note documents. The report can recall backdate and need to show the amount based on as at date selected. And print reports in Excel format. Requirement New report ‘Invoice Uncollected’ to retrieve data… Continue reading PROPOSAL FOR INVOICE UNCOLLECTED

Bank Reconciliation Report Using Saved Search

Construct the Reconciliation report using the saved search. Create a new transaction saved search based on the criteria below: Account Type is Bank Posting is true   Date is on or before today   Cleared is True for Reconciled Transaction And the Result fields are as follows: FIELD SUMMARY TYPE FUNCTION FORMULA CUSTOM LABEL SUMMARY… Continue reading Bank Reconciliation Report Using Saved Search