{"id":6281,"date":"2017-11-24T06:31:03","date_gmt":"2017-11-24T06:31:03","guid":{"rendered":"http:\/\/www.erplybooks.com\/?page_id=6281\/"},"modified":"2018-03-22T11:16:23","modified_gmt":"2018-03-22T11:16:23","slug":"periodiski-rekini","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/lv\/rokasgramatas\/periodiski-rekini\/","title":{"rendered":"Periodiski r\u0113\u0137ini"},"content":{"rendered":"<p>ERPLY Books J\u016bs varat nos\u016bt\u012bt <strong>periodiskus r\u0113\u0137inus. <\/strong>Tas ir risin\u0101jums, kur\u0101 programmat\u016bra autom\u0101tiski nokop\u0113 dokumentus no iepriek\u0161\u0113jiem periodiem un, ja nepiecie\u0161ams, nos\u016bta r\u0113\u0137inus klientiem e-past\u0101.<\/p>\n<p><strong>Periodisko r\u0113\u0137inu <\/strong>risin\u0101jums ir ide\u0101li piem\u0113rots uz\u0146\u0113mumiem k\u0101 klubiem, biedr\u012bb\u0101m un tie\u0161saistes komp\u0101nij\u0101m, kam j\u0101nos\u016bta periodiski r\u0113\u0137ini (dal\u012bbas maksas, ikm\u0113ne\u0161a abonements u.c.)<\/p>\n<p>Kop\u012bgs risin\u0101jums ir vair\u0101k k\u0101 tikai periodiski r\u0113\u0137ini:<\/p>\n<ul>\n<li><strong>R\u0113\u0137inu apkopo\u0161ana:<\/strong>\n<ul>\n<li>R\u0113\u0137ini tiks nos\u016bt\u012bti autom\u0101tiski no r\u0113\u0137inu modu\u013ca<\/li>\n<li>Citi r\u0113\u0137ini var tikt uzst\u0101d\u012bti manu\u0101li un to izskats ir main\u0101ms<\/li>\n<\/ul>\n<\/li>\n<li><strong>Ien\u0101kumu un izdevumu p\u0101rskat\u012b\u0161ana<\/strong>\n<ul>\n<li>Reizi ned\u0113\u013c\u0101\/m\u0113nes\u012b aug\u0161upiel\u0101d\u0113jiet maks\u0101jumu sarakstu ERPLY Books, programmat\u016bra autom\u0101tiski pievienos ien\u0101kumus un izdevumus r\u0113\u0137iniem<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Par\u0101du p\u0101rbaude<\/strong>\n<ul>\n<li>ERPLY Books atbalsta da\u017e\u0101du veidu atskaites, kas seko debitoriem \u2013 apkopoti, maks\u0101juma termi\u0146u p\u0101rsniegu\u0161ajiem, debitoriem, kas apkopoti periodos u.c.<\/li>\n<li>Nos\u016bt\u012bt atlas\u012btiem klientiem bilances atskaites un maks\u0101jumu pazi\u0146ojumus. Ar diviem klik\u0161\u0137iem J\u016bs varat nos\u016bt\u012bt pazi\u0146ojumus visiem debitoriem.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Ar ko s\u0101kt?<\/h2>\n<p><strong>Uzs\u0101k\u0161anai ir divas opcijas:<\/strong><\/p>\n<ul>\n<li>Pa\u0161am import\u0113t r\u0113\u0137inus<\/li>\n<li>\u013baut ERPLY Books komandai veikt uzst\u0101d\u012b\u0161anu. Tam nos\u016btiet Excel failu ar l\u012bgumiem (skat\u012bt n\u0101kamo noda\u013cu) uz <a href=\"mailto:support@erplybooks.com\">support@erplybooks.com<\/a>. Programmat\u016bras uzst\u0101d\u012b\u0161ana izmaks\u0101 100 $.<\/li>\n<\/ul>\n<p><strong>Periodisko r\u0113\u0137inu <\/strong>apkopo\u0161ana un izmanto\u0161ana nav sare\u017e\u0123\u012bta. Tam sagatavojiet \u201cl\u012bgumu tabulu\u201d. Tai j\u0101satur sekojo\u0161ais:<\/p>\n<ul>\n<li>Klienta v\u0101rds<\/li>\n<li>Klienta e-pasta adrese<\/li>\n<li>Citi nepiecie\u0161amie klienta dati<\/li>\n<li>M\u0113ne\u0161a maksa<\/li>\n<li>Maks\u0101juma apraksts (\u201cM\u0113ne\u0161a maksa par janv\u0101ri\u201d u.c.)<\/li>\n<li>Vai tas ir akt\u012bvs (t\u0101 nepiecie\u0161am\u012bba tiks izskaidrota v\u0113l\u0101k)<\/li>\n<li>Diena, kad r\u0113\u0137ins tiek nos\u016bt\u012bts (ja m\u0113ne\u0161a beig\u0101s, atz\u012bm\u0113jiet 30. datumu)<\/li>\n<\/ul>\n<p><strong>NB!\u00a0<\/strong>Sekojo\u0161\u0101m darb\u012bb\u0101m Jums j\u0101var import\u0113t datus no Excel uz ERPLY Books. Process ir \u013coti vienk\u0101r\u0161s: nokop\u0113jiet datus no Excel, izmantojot ctrl+c, tad dodieties uz ERPLY Books, iez\u012bm\u0113jiet tabulu (lai lauks iez\u012bm\u0113tos zils) un nospiediet ctrl+v. Ja J\u016bsu dati ir izkais\u012bti, t.i., tabulas nav pareiz\u0101 k\u0101rt\u012bb\u0101, nokop\u0113jiet datus pa vienai kolonnai (v\u0101rds, tad summa u.t.t.)<\/p>\n<h2>Uzst\u0101d\u012b\u0161anas process<\/h2>\n<p>Uzst\u0101d\u012b\u0161an\u0101 ir sekojo\u0161as f\u0101zes:<\/p>\n<ul>\n<li>Re\u0123istr\u0113jieties ERPLY BOOKS<\/li>\n<li>Visp\u0101r\u0113jie komp\u0101nijas uzst\u0101d\u012bjumi:\n<ul>\n<li>Vai J\u016bs esat apliekams ar PVN? Ja <strong>n\u0113, <\/strong>ejiet uz Uzst\u0101d\u012bjumi -&gt; Organiz\u0101cijas dati un no\u0146emiet atz\u012bmi no kast\u012btes, kur\u0101 teikts, ka esat. Tad dodieties uz Uzst\u0101d\u012bjumi -&gt; Nodok\u013cu likmes un iestatiet <em>Tax Free <\/em>k\u0101 \u201cGalvenais nodoklis\u201d<\/li>\n<li>Dodieties uz Uzst\u0101d\u012bjumi -&gt; Organiz\u0101cijas dati. Preciz\u0113jiet organiz\u0101cijas datus. Tad izv\u0113lieties \u201cBanka\u201d lapas apak\u0161\u0101 un ievadiet savus bankas izrakstus \u2013 tie nok\u013c\u016bs r\u0113\u0137inos.<\/li>\n<\/ul>\n<\/li>\n<li>Tagad import\u0113jiet klientu datus, kas nepiecie\u0161ami r\u0113\u0137inos. J\u016bs to varat izdar\u012bt, izv\u0113loties <strong>Ie\u0146\u0113mumi -&gt; Kontakts<\/strong>.<\/li>\n<li>Tad Jums j\u0101import\u0113 pirmie r\u0113\u0137ini (tos varat izveidot ar\u012b manu\u0101li; process ir nepiecie\u0161ams, jo ERPLY Books izmanto vecus r\u0113\u0137inus kop\u0113\u0161anai). Atcerieties \u2013 ja v\u0113laties iesniegt PVN deklar\u0101ciju caur ERPLY Books, Jums ar\u012b j\u0101ievada (vismaz) iepriek\u0161\u0113j\u0101 m\u0113ne\u0161a dati. <strong>Uzst\u0101d\u012bjumi-&gt;S\u0101kotn\u0113jie dati-&gt;Importa <\/strong>(import\u0113t) <strong>Iepirkuma r\u0113\u0137ini. <\/strong><\/li>\n<li><strong>Kad import\u0113jat r\u0113\u0137inus<\/strong>, atcerieties, ka, ievadot r\u0113\u0137ina numuru, Jums j\u0101ievada numurs, no kura sekojo\u0161o J\u016bs grib\u0113tu redz\u0113t k\u0101 n\u0101kam\u0101 r\u0113\u0137ina numuru. Piem\u0113ram, ja J\u016bs v\u0113laties, lai n\u0101kam\u0101 r\u0113\u0137ina Nr. b\u016btu 101, import\u0113\u0161anas laik\u0101 ievadiet r\u0113\u0137ina Nr. 100.<\/li>\n<li>Kad esat import\u0113jis kontaktus un r\u0113\u0137inus, ejiet uz <strong>Instrumentu paneli<\/strong> un ievadiet mekl\u0113\u0161anas lauk\u0101 \u201c<em>Mark Sales Invoices as 100% Paid (Multiple at Once)\u201d <\/em>(Atz\u012bm\u0113t p\u0101rdo\u0161anas r\u0113\u0137inus k\u0101 100% nomaks\u0101tus (vair\u0101kus reiz\u0113). (Mums j\u0101p\u0101rliecin\u0101s, lai r\u0113\u0137ini, kas tika import\u0113ti s\u0101kotn\u0113jai konfigur\u0101cijai, neietekm\u0113tu gr\u0101matved\u012bbas procesu). Atv\u0113rtaj\u0101 log\u0101 izv\u0113lieties Konts k\u0101 \u201cciti ien\u0101kumi\u201d (<em>other income<\/em>). <strong>Saglab\u0101jiet<\/strong><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6282\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture23-1-300x164.png\" alt=\"\" width=\"695\" height=\"380\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture23-1-300x164.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture23-1-768x419.png 768w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture23-1-1024x559.png 1024w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture23-1.png 1275w\" sizes=\"auto, (max-width: 695px) 100vw, 695px\" \/><\/p>\n<ul>\n<li>Tad uzst\u0101diet ikgad\u0113jos gr\u0101matojumus: <strong>Uzst\u0101d\u012bjumi -&gt; S\u0101kotn\u0113jie dati -&gt; Pievienot s\u0101kuma bilances v\u0113rt\u012bbas. <\/strong>Manu\u0101li uzst\u0101diet visas bilances uz 0. <strong>Saglab\u0101jiet.<\/strong><\/li>\n<li><strong>L\u012bgumu pie\u0161\u0137ir\u0161ana. <\/strong>Pie\u0146emsim, ka l\u012bgum\u0101 ir viens r\u0113\u0137ins, kas tiek past\u0101v\u012bgi izs\u016bt\u012bts, t.i., ir periodisks. <strong>Periodiskie r\u0113\u0137ini <\/strong>tiek p\u0101rvald\u012bti, mekl\u0113jot \u201cPeriodiski r\u0113\u0137ini\u201d (<em>Recurring invoices<\/em>) instrumentu panel\u012b. Atv\u0113rtaj\u0101 modul\u012b visus datus var import\u0113t\/iekop\u0113t.<\/li>\n<\/ul>\n<p>Jums j\u0101izv\u0113las sekojo\u0161as deta\u013cas:<\/p>\n<ul>\n<li>Klients<\/li>\n<li>Akt\u012bvs \u2013 izv\u0113l\u0113ties, vai l\u012bgums ir beidzies<\/li>\n<li>Nos\u016bt\u012bt e-pastu? \u2013 vai nos\u016bt\u012bt e-pastu vai tikai saglab\u0101t v\u0113rt\u012bbas;<\/li>\n<li>Uzman\u012bba \u201c<strong>Copy invoice\u201d <\/strong>(Nokop\u0113t r\u0113\u0137inu) kolonnai. Taj\u0101 Jums j\u0101izv\u0113las iepriek\u0161 nos\u016bt\u012bti r\u0113\u0137ini katram klientam (Skat\u012bt 2. noda\u013cu. R\u0113\u0137inu import\u0113\u0161ana). Klientam 1 j\u0101pievieno attiec\u012bgie r\u0113\u0137ini.<\/li>\n<li>Datums m\u0113nes\u012b \u2013 Diena, kad r\u0113\u0137ins tiek izveidots un nos\u016bt\u012bts. Ja J\u016bs v\u0113laties izmantot m\u0113ne\u0161a p\u0113d\u0113jo dienu, atz\u012bm\u0113jiet \u201c30\u201d (febru\u0101r\u012b r\u0113\u0137ins tiks nos\u016bt\u012bts 28. datum\u0101, janv\u0101r\u012b 31. datum\u0101);<\/li>\n<li>E-pasts \u2013 kontakts, kur tiks nos\u016bt\u012bts r\u0113\u0137ins, ja J\u016bs to s\u016bt\u012bsiet e-past\u0101.<\/li>\n<li>Iepirkumu un p\u0101rdo\u0161anas r\u0113\u0137inu redi\u0123\u0113\u0161ana (nepiecie\u0161ams tikai tad, ja v\u0113laties, lai m\u0113ne\u0161a nosaukums b\u016btu uz r\u0113\u0137ina). Ja v\u0113laties, lai m\u0113nesis tiktu nor\u0101d\u012bts katr\u0101 r\u0113\u0137in\u0101, Jums tas j\u0101redi\u0123\u0113. Atveriet <strong>Ie\u0146\u0113mumi -&gt; Iepirkumu un p\u0101rdo\u0161anas artikli. <\/strong>Jau eso\u0161am artiklam (piem\u0113ram, m\u0113ne\u0161a maksa) Jums j\u0101pievieno |<strong>MONTH| (|M\u0112NESIS| &#8211; <\/strong>\u201cMONTH\u201d starp vertik\u0101l\u0101m sv\u012btr\u0101m).<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6283\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture19-2-300x110.png\" alt=\"\" width=\"581\" height=\"213\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture19-2-300x110.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture19-2.png 616w\" sizes=\"auto, (max-width: 581px) 100vw, 581px\" \/><\/p>\n<h2>Bie\u017e\u0101k uzdotie jaut\u0101jumi<\/h2>\n<p><strong>Vai es varu kaut k\u0101 import\u0113t l\u012bgumus?<\/strong><\/p>\n<p>Ja Jums ir Excel dati, J\u016bs varat tos iekop\u0113t. NB: Neaizmirstiet aizpild\u012bt e-pasta lauku.<\/p>\n<p><strong>K\u0101 aptur\u0113t l\u012bgumu?<\/strong><\/p>\n<p>Tam Jums r\u0113\u0137inu modul\u012b j\u0101iestata \u201cN\u0113\u201d kolonn\u0101 \u201cAkt\u012bvs?\u201d. Ja ir atz\u012bm\u0113ts \u201cN\u0113\u201d, r\u0113\u0137ins vairs netiks nos\u016bt\u012bts. R\u0113\u0137ina statusa nomai\u0146a uz akt\u012bvu darbojas t\u0101pat, nomainot \u201cAkt\u012bvs?\u201d lauku uz \u201cJ\u0101\u201d.<\/p>\n<p><strong>Vai es varu izmain\u012bt r\u0113\u0137inu, kas jau ir izveidots? Ko dar\u012bt, ja main\u0101s r\u0113\u0137ina summa?<\/strong><\/p>\n<p>Ja main\u0101s r\u0113\u0137ina summa vai cita noz\u012bm\u012bga inform\u0101cija, Jums j\u0101izveido jauns r\u0113\u0137ins. Ja r\u0113\u0137ins ir jau izveidots, tas j\u0101aizvieto \u201cperiodiskie r\u0113\u0137ini\u201d (<em>recurring invoices<\/em>) sada\u013c\u0101 ar iepriek\u0161\u0113ju r\u0113\u0137inu (\u201ckop\u0113t r\u0113\u0137inu\u201d) un j\u0101izv\u0113las p\u0113d\u0113jais izveidotais r\u0113\u0137ins. P\u0113c tam iepriek\u0161\u0113jais izskats tiks izmantots n\u0101kamajiem r\u0113\u0137iniem. Citu r\u0113\u0137inu izmain\u012b\u0161ana darbojas p\u0113c t\u0101diem pa\u0161iem principiem.<\/p>\n<p><strong>Ko dar\u012bt, ja v\u0113los pievienot m\u0113ne\u0161a nosaukumu aprakst\u0101 (piem\u0113ram, m\u0113ne\u0161a maksa par j\u016bliju)?<\/strong><\/p>\n<p>Tam Jums j\u0101izmaina artikla nosaukums (Ie\u0146\u0113mumi-&gt;Iepirkumu un p\u0101rdo\u0161anas artikli), kuriem v\u0113laties pievienot m\u0113nesi vai gadu. Ja esat atradis artiklu, ko v\u0113laties redi\u0123\u0113t, pievienojiet |M\u0112NESIS| (|MONTH|) t\u0101 nosaukumam. P\u0113c tam programmat\u016bra katram ar r\u0113\u0137inu nos\u016bt\u012btam artiklam pievienos teko\u0161\u0101 m\u0113ne\u0161a nosaukumu, piem\u0113ram, ja ir marts \u2013 \u201cM\u0113ne\u0161a maksa |M\u0112NESIS|\u201d -&gt; \u201cM\u0113ne\u0161a maksa Marts\u201d<\/p>\n<p><strong>K\u0101 r\u012bkoties ar jaunu klientu? Pirmo r\u0113\u0137inu nos\u016bt\u012bt manu\u0101li?<\/strong><\/p>\n<p>J\u0101, pirmais r\u0113\u0137ins j\u0101nos\u016bta manu\u0101li un p\u0113c tam j\u0101pievieno l\u012bgums periodiskajiem l\u012bgumiem konfigur\u0101cijas modul\u012b.<\/p>\n<p><strong>Vai autom\u0101tiski izveidoti r\u0113\u0137ini at\u0161\u0137iras no citiem r\u0113\u0137iniem?<\/strong><\/p>\n<p>P\u0113c izskata, n\u0113. Ja nepiecie\u0161ams, autom\u0101tiski \u0123ener\u0113tos r\u0113\u0137inus var p\u0101rbaud\u012bt atskai\u0161u \u0123enerator\u0101.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ERPLY Books J\u016bs varat nos\u016bt\u012bt periodiskus r\u0113\u0137inus. Tas ir risin\u0101jums, kur\u0101 programmat\u016bra autom\u0101tiski nokop\u0113 dokumentus no iepriek\u0161\u0113jiem periodiem un, ja nepiecie\u0161ams, nos\u016bta r\u0113\u0137inus klientiem e-past\u0101. Periodisko r\u0113\u0137inu risin\u0101jums ir ide\u0101li piem\u0113rots uz\u0146\u0113mumiem k\u0101 klubiem, biedr\u012bb\u0101m un tie\u0161saistes komp\u0101nij\u0101m, kam j\u0101nos\u016bta periodiski r\u0113\u0137ini (dal\u012bbas maksas, ikm\u0113ne\u0161a abonements u.c.) Kop\u012bgs risin\u0101jums ir vair\u0101k k\u0101 tikai periodiski r\u0113\u0137ini: [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":6000,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-6281","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/comments?post=6281"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6281\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6000"}],"wp:attachment":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/media?parent=6281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/categories?post=6281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/tags?post=6281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}