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Vifungu vya hati na usafirishaji wa nafasi ya kazi hutofautiana vipi?

Kifungu cha hati ni utoaji uliochaguliwa wa faili; uhamishaji wa nafasi ya kazi kamili una wigo mpana wa data.

Kabla ya kuanza

Uhamishaji wa nafasi ya kazi kamili unahitaji msimamizi anayefaa na ruhusa za kusoma saraka.

Nini cha kufanya

  1. Fungua Ripoti na vipakuliwa na uchague hati iliyokusudiwa au chaguo la kuhamisha.
  2. Kwa kifurushi cha hati, kagua ankara na aina za hati zilizochaguliwa.
  3. Kwa uhamishaji wa nafasi ya kazi, hakikisha kuwa nafasi ya kazi iliyokusudiwa imechaguliwa.
  4. Soma kumbukumbu README, faili ya maelezo na maelezo yoyote ya hati yasiyopatikana.

Nini kitatokea baadaye

Unapokea faili zinazoruhusiwa na maelezo wazi kuhusu hati zisizopatikana.

Ikiwa kitu kitaenda vibaya

Uhamishaji sio picha kamili ya kurejesha programu kiotomatiki. Weka rekodi za biashara zilizopakuliwa kwa faragha na usidhani kuwa risiti inayokosekana inathibitisha malipo.

Miongozo inayohusiana

Midas

How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

Midas

How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

Midas

How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.