This video is from 2012. The program’s design has changed significantly, and it has gained more features. However, the way many modes work has stayed the same or remains very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been available exclusively in Ukrainian.
Where to check the settlement status
Open «Оплата — Баланс з партнерами» and select «Постачальник» as the partnership type. If needed, set the period, currency, accounting center, and debt filter. The program matches goods receipts with payments and shows the balance for each supplier. If deliveries were made in different currencies, check the balance separately for each one.
Where the debt came from
Select a supplier and open the settlements card. It shows incoming documents, payments, and changes in the debt over the selected period. In the card, you can review goods movement and prepare a report to reconcile with the partner. To make a partial or full payment, create the corresponding financial transaction for the required amount.
Goods supplied on consignment
If you need to pay only for goods sold, use the «Аналіз продажів товару постачальника на реалізації» report. It separately calculates the amount of items sold at purchase prices and accounts for payments already made. The partner’s overall balance and the debt for goods sold on consignment serve different purposes.
More information: Partner balance; Settlements card; Goods on consignment
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