In Frisbii, settlement is the payment of invoices.
This can be monitored via the settlement reports in the Frisbii package.
In this article, we'll show you the ratio of incoming and outgoing payments.
Report on receivable payments
Would you like an overview of your receivables? Here's how to get there.
Steps
Go to to the Report tab.
Type Payments in the search bar.
Click on the report Receivable Payments.
The report is displayed as follows:
Report on received payments
Now that you know how many payments you should be receiving soon, let's take a look at how you can check the payments you've already received.
Steps
Go to to the Report tab.
Click on All reports.
Then click on New report.
Type Payments in the search bar.
Select Invoices and payments.
Confirm to continue.
Rename your report using the pencil (e.g. Invoices paid and payments).
Click on the Automatically update preview button.
Add columns by clicking once in the search bar Add a column.
Click on Filters
Add the filter % filter.
Set 100 (Warning do not use the % symbol, as an error message will appear).
Apply the filter.
You will then see your report update so that only invoices paid at 100% appear.
Save and run the report.
You can then retrieve your report at any time in the Reports tab.
Explanation of list views
List views are important since they display a filtered list of records, for example to view only contacts, accounts or custom objects such as Frisbii Payments.
Why use them?
You can use a list view to browse your sales and service records with different filters.
List views allow you to display, modify and create records from a list. They are an excellent way of sorting, prioritizing and analyzing the records that are most important to you.
View list views
You only see the data you have access to, in a list view such as records you own, have read or write access to, or that are shared with you.
List views also include records held by - shared with - other users in your company. The fields you see depend on your layout and field-level security settings.
How to use list views:
Select a list view from the drop-down menu. Pin a list with the pin icon, to set it as your default.
Modify, delete or create a list view using the List view commands menu (Settings icon).
Create records directly from a list view.
Display a list in different ways. Visualize list view data with graphs (graph icon) and refine which records are displayed with filters (list view filter icon).
Depending on the object, you can toggle between the standard table view (table icon), showing the grid view of the list view, Kanban view (Kanban icon), mosaic view (mosaic view icon) and split view (split view icon).
Search for the data you need in a list view.
Next, you can edit a field directly from a list view with the pencil icon in the list view header or next to a record detail.
Modify or delete a record by selecting the drop-down menu.
Modify and create list views from your registration's home page with the list view controls icon Settings icon.
To modify and reorganize the columns displayed in a list view, select Select fields to display.
The fields correspond to the columns in the final list view.
Steps
Add fields to your list view.
Rearrange the columns in your list view.
Save
Columns appear from left to right in the order indicated in the visible fields.
Filter your list view to see only what you want to see:
And that's it, you know all about rules reports and list views.