{"id":6318,"date":"2017-11-27T12:25:47","date_gmt":"2017-11-27T12:25:47","guid":{"rendered":"http:\/\/www.erplybooks.com\/?page_id=6318\/"},"modified":"2018-03-22T10:58:21","modified_gmt":"2018-03-22T10:58:21","slug":"maksajumu-parvaldisana-erply-books","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/lv\/rokasgramatas\/maksajumu-parvaldisana-erply-books\/","title":{"rendered":"Maks\u0101jumu p\u0101rvald\u012b\u0161ana ERPLY Books"},"content":{"rendered":"<p>\u0160\u012b pam\u0101c\u012bba ir dom\u0101ta tiem, kas izmanto ERPLY Books ar ERPLY POS &amp; Inventory un kuriem ir nepiecie\u0161ams p\u0101rvald\u012bt da\u017e\u0101dus maks\u0101jumu procesus no r\u0113\u0137inu maks\u0101jumiem l\u012bdz klientu priek\u0161apmaks\u0101m.<\/p>\n<h2>Kad klienti\/pieg\u0101d\u0101t\u0101ji maks\u0101 ar elektroniskajiem p\u0101rskait\u012bjumiem<\/h2>\n<p>Ja klients\/pieg\u0101d\u0101t\u0101js maks\u0101 tie\u0161saist\u0113, j\u0101veic bankas imports. Pilnu pam\u0101c\u012bbu varat redz\u0113t lietot\u0101ja pam\u0101c\u012bbas sekcij\u0101 4.6. Pamat\u0101 Jums j\u0101aug\u0161upiel\u0101d\u0113 bankas izraksts ERPLY Books, kas t\u0101l\u0101k kart\u0113s maks\u0101jumus ar r\u0113\u0137iniem un kontiem, k\u0101 ar\u012b J\u016bs varat apstiprin\u0101t citus maks\u0101jumus, un t\u0101l\u0101k saist\u012bt maks\u0101jumu\/-s ar r\u0113\u0137iniem, kur ERPLY Books to nav veicis.<\/p>\n<p>Ir divi banku maks\u0101jumu gad\u012bjumi:<\/p>\n<ul>\n<li>bankas, kas ir atbalst\u012btas ERPLY Books sist\u0113m\u0101<\/li>\n<li>bankas, ko ERPLY Books neatbalsta<\/li>\n<\/ul>\n<h2>Bankas, kas ir atbalst\u012btas ERPLY Books<\/h2>\n<p>Liel\u0101k\u0101 da\u013ca ASV,\u00a0 CA, AU, ZA un Kar\u012bbu j\u016bras re\u0123iona valstu bankas atbalsta OFX (Microsoft Money), QBO (Quickbooks online) vai QID (Quicken) form\u0101tus. Ja J\u016bsu bank\u0101 ir jebkur\u0161 no \u0161iem form\u0101tiem, lejupiel\u0101d\u0113jiet bankas izrakstus \u0161aj\u0101 form\u0101t\u0101.<\/p>\n<p>Eiropas bankas atbalsta ISO-20022 failu form\u0101tus, ko var aug\u0161upiel\u0101d\u0113t ERPLY Books. Iz\u0146\u0113mumi var tikt piem\u0113roti sekojo\u0161\u0101m valst\u012bm:<\/p>\n<ul>\n<li>Latvija \u2013 Fidavista<\/li>\n<li>Lietuva \u2013 CSV form\u0101ti liel\u0101kajai da\u013cai banku<\/li>\n<li>Igaunija \u2013 CSV form\u0101ti liel\u0101kajai da\u013cai banku<\/li>\n<\/ul>\n<p>Var b\u016bt, ka Jums neizdodas viegli atrast \u0161o form\u0101tu sav\u0101 bank\u0101. Piem\u0113ram, JP Morgan Chase bank\u0101 Jums j\u0101dodas uz \u201ecustomer center\u201d\u00a0 -&gt; \u201ereference center\u201d, lai lejupiel\u0101d\u0113tu OFX failus.<\/p>\n<h2>Bankas, ko ERPLY Books neatbalsta<\/h2>\n<p>Ja ERPLY Books neatbalsta J\u016bsu banku, dodieties uz \u201eBanka (imports)\u201d un izv\u0113lieties \u201e pievienot\u201d no banku saraksta. Tad J\u016bs varat manu\u0101li pievienot maks\u0101jumus un sasaist\u012bt tos ar kontiem, r\u0113\u0137iniem un klientiem\/pieg\u0101d\u0101t\u0101jiem.<\/p>\n<h2>Maks\u0101jumi, kas nav veikti\/sa\u0146emti ar elektroniskajiem p\u0101rskait\u012bjumiem<\/h2>\n<p><strong>Da\u017e\u0101di maks\u0101jumu veidi<\/strong><\/p>\n<ul>\n<li><strong>skaidra nauda \u2013 sa\u0146emta\/samaks\u0101ta<\/strong>\n<ul>\n<li><strong>p\u0101rdo\u0161ana: <\/strong>ja klients samaks\u0101jis veikal\u0101, tas tiek autom\u0101tiski sinhroniz\u0113ts<\/li>\n<li><strong>pirk\u0161anas r\u0113\u0137ini: <\/strong>ja J\u016bs esat samaks\u0101jis pieg\u0101d\u0101t\u0101jam skaidr\u0101 naud\u0101, ejiet uz \u201eNeapmaks\u0101tie ien\u0101ko\u0161ie r\u0113\u0137ini\u201d, neizv\u0113lieties r\u0113\u0137inu, bet spiediet \u201ePievienot maks\u0101jumu\u201d un izmainiet deta\u013cas, ja nepiecie\u0161ams;<\/li>\n<li><strong>mazie kases poste\u0146i, skaidra nauda izmaks\u0101ta darbiniekiem pirkumu veik\u0161anai: <\/strong>ja esat iedevis darbiniekam skaidru naudu, ejiet uz \u201eNeapmaks\u0101tie ien\u0101ko\u0161ie r\u0113\u0137ini\u201d, neizv\u0113lieties r\u0113\u0137inu, bet spiediet \u201ePievienot maks\u0101jumu\u201d. Tad izv\u0113lieties darbinieku un pievienojiet maks\u0101juma deta\u013cas. Tad ERPLY Books pievieno to k\u0101 priek\u0161apmaksu darbiniekam. Ja \u0161\u012b priek\u0161apmaksa tiek izmantota izdevumu atl\u012bdzin\u0101\u0161an\u0101, tad t\u0101 ir parast\u0101 priek\u0161apmaksu pielieto\u0161ana.<\/li>\n<li><strong>veikala skaidras naudas dar\u012bjumi: <\/strong>kad darbinieki pievieno skaidras naudas maks\u0101jumus (piem\u0113ram, nopirkt veikalam picu), ERPLY Books ejiet uz ERPLY POS &amp; Inventory sinhroniz\u0113\u0161anas moduli un spiediet \u201e<em>POS Cash Ins and Outs<\/em>\u201d. T\u0101l\u0101k varat tos p\u0101rvald\u012bt k\u0101 bankas import\u0113\u0161an\u0101.<\/li>\n<li><strong>citi skaidras naudas dar\u012bjumi: <\/strong>tie ir maks\u0101jumi, kas nav saist\u012bti ar r\u0113\u0137iniem. Tam instrumentu panel\u012b ir atsevi\u0161\u0137as pogas<\/li>\n<\/ul>\n<\/li>\n<li><strong>kred\u012btkar\u0161u maks\u0101jumi:<\/strong>\n<ul>\n<li><strong>p\u0101rdo\u0161ana: <\/strong>ja klients samaks\u0101jis veikal\u0101, tas tiek autom\u0101tiski sinhroniz\u0113ts<\/li>\n<li><strong>maks\u0101jumi, kas veikti ar komp\u0101nijas kred\u012btkart\u0113m: <\/strong>Jums vajadz\u0113tu var\u0113t lejupiel\u0101d\u0113t kred\u012btkar\u0161u dar\u012bjumus k\u0101 bankas izrakstus, l\u012bdz ar to p\u0101rvald\u012bt tos k\u0101 bankas import\u0113\u0161an\u0101<\/li>\n<\/ul>\n<\/li>\n<li><strong>d\u0101vanu kar\u0161u maks\u0101jumi:<\/strong>\n<ul>\n<li>d\u0101vanu kar\u0161u maks\u0101jumi tiek sinhroniz\u0113ti atsevi\u0161\u0137\u0101 kont\u0101, ko J\u016bs varat izmain\u012bt no uzst\u0101d\u012bjumi-&gt; ERPLY POS &amp; Inventory uzst\u0101d\u012bjumi -&gt; sinhroniz\u0113t maks\u0101jumu kontus. Lai manu\u0101li pievienotu d\u0101vanu kar\u0161u maks\u0101jumu, J\u016bs varat doties uz \u201eneapmaks\u0101tie izejo\u0161ie r\u0113\u0137ini\u201d, izv\u0113l\u0113ties r\u0113\u0137inu, nospiest \u201epievienot maks\u0101jumu\u201d un izmain\u012bt deta\u013cas. Ja Jums nepiecie\u0161ams apstiprin\u0101t d\u0101vanu kartes, re\u0123istr\u0113jiet visus d\u0101vanu kar\u0161u maks\u0101jumus ERPLY POS vai noform\u0113juma noda\u013c\u0101 (<em>BackOffice<\/em>)<\/li>\n<\/ul>\n<\/li>\n<li><strong>nor\u0113\u0137ini <\/strong>(tiks apskat\u012bti v\u0113l\u0101k)<\/li>\n<li><strong>kred\u012bta r\u0113\u0137ini <\/strong>(tiks apskat\u012bti v\u0113l\u0101k)<\/li>\n<li><strong>maks\u0101jumi ar \u010deku:<\/strong>\n<ul>\n<li>lai maks\u0101tu ar \u010deku, ejiet uz neapmaks\u0101tie ien\u0101ko\u0161ie r\u0113\u0137ini, izv\u0113lieties r\u0113\u0137inus, ko v\u0113laties apmaks\u0101t un nospiediet \u201eeksport\u0113t maks\u0101jumus uz failu\u201d. ERPLY Books izprint\u0113s PDF failu, ko var\u0113siet izprint\u0113t. P\u0113c tam varat atz\u012bm\u0113t \u0161os maks\u0101jumus k\u0101 pabeigtus. Tad ERPLY Books pievienos \u010deka maks\u0101jumus atlas\u012btajiem r\u0113\u0137iniem un pievienotajiem maks\u0101jumiem<\/li>\n<\/ul>\n<\/li>\n<li>citas maks\u0101jumu opcijas.<\/li>\n<\/ul>\n<h2>Priek\u0161apmaksu p\u0101rvald\u012bba<\/h2>\n<h3>Jaunas priek\u0161apmaksas<\/h3>\n<p>Ir tr\u012bs (nepareizu) priek\u0161apmaksu veidi (darbojas vien\u0101di gan p\u0101rdo\u0161an\u0101, gan pirk\u0161an\u0101)<\/p>\n<ul>\n<li>J\u016bs esat samaks\u0101jis vair\u0101k par r\u0113\u0137inu, nek\u0101 prasa t\u0101 summa:\n<ul>\n<li>Ja J\u016bs v\u0113laties atdal\u012bt priek\u0161apmaksu no r\u0113\u0137ina, pievienojiet divus maks\u0101jumus:\n<ul>\n<li><strong>bankas import\u0113\u0161ana: <\/strong>savienojiet r\u0113\u0137inu ar maks\u0101jumu, tad nospiediet \u201epievienot aktivit\u0101ti\u201d un atsevi\u0161\u0137\u0101 rind\u0101 pievienojiet priek\u0161apmaksu;<\/li>\n<li><strong>manu\u0101li:<\/strong> atv\u0113rtos ien\u0101ko\u0161os\/izejo\u0161os r\u0113\u0137inos pievienojiet maks\u0101jumu r\u0113\u0137inam un atsevi\u0161\u0137i pievienojiet maks\u0101jumu, tikai izv\u0113loties klientu\/pieg\u0101d\u0101t\u0101ju<\/li>\n<\/ul>\n<\/li>\n<li>priek\u0161apmaksa bez dokumenta:\n<ul>\n<li><strong>bankas import\u0113\u0161ana: <\/strong>izv\u0113lieties klientu\/pieg\u0101d\u0101t\u0101ju no klientu\/pieg\u0101d\u0101t\u0101ju saraksta, ko varat redz\u0113t panel\u012b pa labi. Tad ERPLY Books uzskat\u012bs \u0161o maks\u0101jumu k\u0101 priek\u0161apmaksu;<\/li>\n<li><strong>manu\u0101li:<\/strong> ejiet uz atv\u0113rt ien\u0101ko\u0161os\/izejo\u0161os r\u0113\u0137inus, nospiediet \u201epievienot maks\u0101jumu\u201d (neizv\u0113lieties r\u0113\u0137inu), izv\u0113lieties klientu\/pieg\u0101d\u0101t\u0101ju, izlabojiet maks\u0101juma deta\u013cas un izveidojiet maks\u0101jumu;<\/li>\n<\/ul>\n<\/li>\n<li>priek\u0161apmaksa no pas\u016bt\u012bjuma vai priek\u0161apmaksas r\u0113\u0137ina:\n<ul>\n<li><strong>P\u0101rdo\u0161anas <\/strong>pas\u016bt\u012bjums\/priek\u0161apmaksas r\u0113\u0137ins:\n<ul>\n<li><strong>bankas import\u0113\u0161ana: <\/strong>nospiediet labo peles tausti\u0146u uz maks\u0101juma un nospiediet \u201eatrast apmaks\u0101tu(s) r\u0113\u0137inu(s) (Pas\u016bt\u012bjums)\u201d vai \u201eAtrast apmaks\u0101tu(s) r\u0113\u0137inu(s) (Priek\u0161apmaksas r\u0113\u0137ins)\u201d un pievienojiet saiti uz maks\u0101jumu ar pas\u016bt\u012bjuma\/-u\/priek\u0161apmaksas r\u0113\u0137ina\/-iem, k\u0101 J\u016bs to dar\u012btu ar citiem r\u0113\u0137iniem;<\/li>\n<li><strong>manu\u0101li: <\/strong>ejiet uz ERPLY noform\u0113juma noda\u013cu (<em>BackOffice<\/em>), atveriet pas\u016bt\u012bjumu\/priek\u0161apmaksu r\u0113\u0137inu un nospiediet uz naudas simbola<\/li>\n<\/ul>\n<\/li>\n<li><strong>Pirk\u0161anas <\/strong>pas\u016bt\u012bjums:\n<ul>\n<li><strong>bankas import\u0113\u0161ana: <\/strong>izv\u0113lieties pieg\u0101d\u0101t\u0101ju no pane\u013ca, kur varat atlas\u012bt kontus \u2013 tad ERPLY Books pievienos priek\u0161apmaksu pieg\u0101d\u0101t\u0101jam<\/li>\n<li><strong>manu\u0101li:<\/strong> neapmaks\u0101tajos ien\u0101ko\u0161os r\u0113\u0137inos nospiediet \u201epievienot maks\u0101jumu\u201d (neizv\u0113lieties r\u0113\u0137inu). Tad varat atlas\u012bt pieg\u0101d\u0101t\u0101ju un p\u0101rvald\u012bt;<\/li>\n<li><strong>\u010deka maks\u0101jumi:<\/strong> kad esat pievienojis \u010deka maks\u0101jumus un v\u0113laties atz\u012bm\u0113t pirkuma pas\u016bt\u012bjumus k\u0101 apmaks\u0101tus, sekojiet iepriek\u0161 aprakst\u012btajam procesam.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Priek\u0161apmaksu izmanto\u0161ana<\/strong><\/h2>\n<p>Lai izmantotu priek\u0161apmaksas, ejiet uz neapmaks\u0101tie izejo\u0161ie\/ien\u0101ko\u0161ie r\u0113\u0137ini, mekl\u0113jiet p\u0113c klienta\/pieg\u0101d\u0101t\u0101ja un nospiediet \u201eizmantot priek\u0161apmaksu\u201d<\/p>\n<h2><strong>Naudas nos\u016bt\u012b\u0161ana atpaka\u013c<\/strong><\/h2>\n<p><strong>J\u016bs varat nos\u016bt\u012bt naudu atpaka\u013c ar sekojo\u0161iem iemesliem:<\/strong><\/p>\n<ul>\n<li>r\u0113\u0137ins ir atgriezts:\n<ul>\n<li><strong>bankas import\u0113\u0161ana: <\/strong>ja J\u016bs nos\u016btat naudu atpaka\u013c, vai pieg\u0101d\u0101t\u0101js nos\u016bta naudu atpaka\u013c Jums, ERPLY Books to uzskata par pret\u0113ju dar\u012bjumu. T\u0101p\u0113c ERPLY Books nesp\u0113j autom\u0101tiski sasaist\u012bt \u0161os maks\u0101jumus ar r\u0113\u0137iniem. Izv\u0113lieties maks\u0101jumu un tad izv\u0113lieties pareizo dar\u012bjuma veidu no aug\u0161\u0113j\u0101 lab\u0101 st\u016bra (p\u0101rdo\u0161anas r\u0113\u0137ins, ja atmaks\u0101j\u0101t naudu klientam, pirk\u0161anas r\u0113\u0137ins, ja pieg\u0101d\u0101t\u0101js atmaks\u0101ja Jums). Tad J\u016bs varat atrast r\u0113\u0137inus, kas tiku\u0161i apmaks\u0101ti.<\/li>\n<li><strong>manu\u0101li: <\/strong>ejiet uz neapmaks\u0101tie izejo\u0161ie\/ien\u0101ko\u0161ie r\u0113\u0137ini, atrodiet r\u0113\u0137inu un pievienojiet tam negat\u012bvu maks\u0101jumu.<\/li>\n<\/ul>\n<\/li>\n<li>priek\u0161apmaksas atgrie\u0161ana (nav dokumenta):\n<ul>\n<li><strong>pirk\u0161anas un p\u0101rdo\u0161anas: <\/strong>\u0161\u0101da veida dar\u012bjumi nav atbalst\u012bti banku import\u0113\u0161an\u0101, t\u0101d\u0113\u013c dodieties uz neapmaks\u0101tie izejo\u0161ie\/ien\u0101ko\u0161ie r\u0113\u0137ini, nospiediet \u201epievienot maks\u0101jumu\u201d, izv\u0113lieties klientu\/pieg\u0101d\u0101t\u0101ju un pievienojiet negat\u012bvo summu, kas tika atgriezta klientam\/pieg\u0101d\u0101t\u0101jam;<\/li>\n<\/ul>\n<\/li>\n<li>priek\u0161apmaksas atgrie\u0161ana (p\u0101rdo\u0161anas pas\u016bt\u012bjums\/ priek\u0161apmaksas r\u0113\u0137ins):\n<ul>\n<li><strong>p\u0101rdo\u0161ana: <\/strong>ERPLY Books neatbalsta \u0161o dar\u012bjumu. Dodieties uz ERPLY noform\u0113juma noda\u013cu (<em>BackOffice<\/em>), atveriet p\u0101rdo\u0161anas pas\u016bt\u012bjumu\/priek\u0161apmaksas r\u0113\u0137inu un pievienojiet jaunu maks\u0101jumu, kam j\u0101b\u016bt negat\u012bvai v\u0113rt\u012bbai;<\/li>\n<li><strong>pirk\u0161ana: <\/strong>\u0161\u0101da veida dar\u012bjumi netiek atbalst\u012bti banku import\u0113\u0161an\u0101, dodieties uz neapmaks\u0101tie ien\u0101ko\u0161ie r\u0113\u0137ini, spiediet \u201epievienot maks\u0101jumu\u201d, izv\u0113lieties pieg\u0101d\u0101t\u0101ju un pievienojiet negat\u012bvo summu, kas tika atgriezta pieg\u0101d\u0101t\u0101jam.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Nor\u0113\u0137ini<\/h2>\n<p><strong>Pirk\u0161anas-p\u0101rdo\u0161anas r\u0113\u0137inu nor\u0113\u0137ini<\/strong><\/p>\n<p>Mekl\u0113jiet \u201enor\u0113\u0137in\u0101ties par pirk\u0161anas un p\u0101rdo\u0161anas r\u0113\u0137iniem\u201d (<em>settle sales and purchase invoices\u201d <\/em>instrumentu panel\u012b un sekojiet instrukcij\u0101m.<\/p>\n<p><strong>Kred\u012btu r\u0113\u0137inu nor\u0113\u0137ini<\/strong><\/p>\n<p>Tam nav atsevi\u0161\u0137a modu\u013ca. Pievienojiet maks\u0101jumus p\u0101rdo\u0161anas r\u0113\u0137iniem un tad pirk\u0161anas r\u0113\u0137iniem. Ja J\u016bs izmantojat mijieskaita nor\u0113\u0137inu kontus, p\u0101rbaudiet vai to bilance ir nulle.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0160\u012b pam\u0101c\u012bba ir dom\u0101ta tiem, kas izmanto ERPLY Books ar ERPLY POS &amp; Inventory un kuriem ir nepiecie\u0161ams p\u0101rvald\u012bt da\u017e\u0101dus maks\u0101jumu procesus no r\u0113\u0137inu maks\u0101jumiem l\u012bdz klientu priek\u0161apmaks\u0101m. Kad klienti\/pieg\u0101d\u0101t\u0101ji maks\u0101 ar elektroniskajiem p\u0101rskait\u012bjumiem Ja klients\/pieg\u0101d\u0101t\u0101js maks\u0101 tie\u0161saist\u0113, j\u0101veic bankas imports. Pilnu pam\u0101c\u012bbu varat redz\u0113t lietot\u0101ja pam\u0101c\u012bbas sekcij\u0101 4.6. Pamat\u0101 Jums j\u0101aug\u0161upiel\u0101d\u0113 bankas izraksts ERPLY [&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-6318","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6318","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=6318"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6318\/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=6318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/categories?post=6318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/tags?post=6318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}