Expense, Revenue, and Maintenance Receipts XML Settings
XML Settings determines page-specific operating rules.
On the Expense - Revenue Receipts screen, you can access the XML Settings by Dashboard > System > Page Settings.
1 - Show Recorder Information
When Yes is selected, it ensures that the recording part of the listing page appears as selectable for the employees.
2 - Display Transaction Currency
When Yes is selected, Foreign Currency Total with VAT and Transaction Currency columns are added to the columns on the screen we list.
3 - Show Project Column
When Yes is selected, the "Project" column is added to the columns on the screen we have listed, and the project selected in the document is seen in this column.
4 - Show Branch Office Column
When Yes is selected, the "Branch Office" column is added to the columns on the screen we listed, and the selected branch office in the document is seen in this column.
5 - Total SCT Area
When Yes is selected, the “Total SCT” column is added to the columns on the screen we have listed, and the total SCT amount in the document is displayed in this column.
6 - Get the Paid by Area
When Yes is selected, the "Paid By" column is added to the columns on the screen we listed, and the payer in the document is seen in this column.
7 - Show the process?
If yes, processes are shown on the page.
8 - Show health expenditure in filter?
If it is selected as yes, the filter with/without health expenditure is shown in the filter.
Expense and Maintenance Invoices Add/Update Page XML Settings
You will see the following settings when you open the XML settings on the Add or update Expense Receipt page. These settings are;
1 - Branch Office can be selected
When Yes is selected, the branch office option can be selected on the expense receipt screen. Branch office options appear in the system as the branch offices of the company we are in.
2 - Project can be selected
When Yes is selected, Project option appears on the expense receipt screen. When Mandatory is selected, saving and updating the expense receipt is not allowed without selecting a project.
3 - Department can be selected
When it is selected as Yes, the option to select the department expense receipt appears. If it is called mandatory, expenses cannot be added or updated without selecting the department.
4 - Make the physical asset selection mandatory
When it is selected as Yes, it becomes obligatory to select physical assets in the line of the receipt.
5 - Project priority action should be taken
Companies that work simultaneously with users and follow their budgets accordingly on products and projects can use this function on the page, Expense-Revenue Center,
Instead of selecting an Income-Expense Item, it can have products and projects selected.
When Yes is selected, Expense-Income Center and Income-Expense Item do not appear. The system takes the Income-Expense Item from the product selected in the line and the Expense-Income Center from the selected project in the line.
6 - Let the asset manager be the spender
When Yes is selected, the person responsible for the physical asset selected in the line is assigned as the spender.
7 - Move the physical asset information while copying the line
When Yes is selected, the physical entity in the copied row is also moved to the new row that we copied.
8 - Move product information while copying row
When Yes is selected, the product in the copied line is also moved to the new line that we copied.
9 - Product cannot be selected without selecting a project in the line.
It does not allow the product to be selected without selecting the project in the row. It makes it mandatory to choose the project first and then the product.
10 - When the project is selected in the line, the workgroup will come automatically
When Yes is selected, the work group in the Project detail appears.
11 - Be able to change the project while there is a product in the line
When selected as Yes, the project can be changed while there is a product in the row. If no, the project cannot be changed without deleting the product. It is important for companies that progress on a project basis.
12 - Withholding amount can be changed
When selected as Yes, the withholding amount field can be changed.
13 - Priority order in rows
Each number corresponds to an area in the basket structure. It consists of a total of 40 fields. The number of the line that is desired to come first is written first.
No | COLON | EXPLANATION |
1 | Date | Indicates the document date value. |
2 | Explanation | It is the explanation field of the expense made or the income received. |
3 | Expense Center | This is the Expense / Revenue center selection area. |
4 | Expense Item | This is the Expense item selection area. |
5 | Accounting Code | The accounting code of the Expense Item is automatically displayed. It can be changed later. |
6 | Product | Product popup page. |
7 | Unit | The unit type of the product. (Ex: Piece, kg, meter etc.) |
8 | Quantity | Indicates the quantity of product. |
9 | Amount | It is the unit price of the product. |
10 | VAT % | Indicates VAT % value. |
11 | SCT% | Indicates SCT % value. |
12 | VAT | VAT amount. |
13 | SCT | SCT amount. |
14 | General Total | It is the sum of the total amount of the product and the total amount of VAT. |
15 | Currency | Currency selection area. |
16 | General Foreign Currency Total | The amount calculated based on the exchange rate in the General Total currency field. |
17 | Activity Type | It is the activity type field of the transaction performed. |
18 | Work Group | This is the field where the workgroup information of the transaction is. |
19 | Work | It is the field where the job information of the transaction is. |
20 | Opportunity | It is the opportunity area of the transaction. |
21 | Project | It shows the project information of the operation performed. |
22 | Subscriber | It shows the subscriber information of the transaction. |
23 | Spent by | It shows the information of the person making the spending. |
24 | Physical Asset | It shows the physical asset information of the line belonging to the transaction. |
26 | Tax Code | This is the field with the tax code. |
27 | Foreign Currency Amount | This is the field where the foreign currency amount information is. |
28 | Currency | This is the field where the currency information is. |
29 | Discount % | This is the field with the discount percentage information. |
30 | Amount | This is the field about the amount. |
31 | Discount | This is the field with the discount information. |
32 | BITT Rate | Shows BITT rates. |
33 | BITT Amount | It is the amount field of BITT. |
34 | BITT Foreign Currency | This is the area where BITT's foreign currency equivalent comes in. |
35 | SCT Rate | Shows SCT rates. |
36 | SCT Amount | It is the amount field of SCT. |
37 | Withholding Rate | Shows the withholding values. |
38 | Withholding Amount | The withholding amount field. |
39 | Exemption Code | e-invoice comes as a Causes of Exception selectbox for e-archive invoices. |
40 | Branch Office | This is the field with the branch office information of the entered amount. |
Columns whose numbers are not written will not be displayed in the list. The fields (2,8,9,12,13,14,15,16,27) must be displayed as mandatory.
Income Receipt Screen XML Settings
