I can manipulate the invoice/report generator
In the tutorial, we guide you through the different options to create invoices or reports
Date: January 19, 2023
Author: Jean-Philippe Boul
Source: Tango
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Any change will be saved for future usage
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Any change will be saved for future usage
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You can select between Expected values, Loaded values and Delivered values
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_This Workflow was created with Tango._
Date: January 19, 2023
Author: Jean-Philippe Boul
Source: Tango
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1. Go to Jules AI
2. You can select your "Billing entity" and edit its information
Any change will be saved for future usage
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3. You can select your "Customer" (Supplier/Provider for reports) and edit its information
Any change will be saved for future usage
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4. Then you can access the invoice or report details and edit them
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5. You can check and edit information, including selecting a "Template"
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6. And selecting the "Terms"
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7. You can also define the order of the "Terms" by usage the drag and drop feature
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8. You can select the type of values you can use to make your invoice/report by clicking on "Based on"
You can select between Expected values, Loaded values and Delivered values
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9. In our example, let's select "Expected"
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10. You can add a new line among a given container group by clicking on "+"
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11. You can delect a row by clicking on the red "Trash" icon
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12. You can add a new line outside the existing groups by clicking on the "+" button on top of the lines
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13. Any given line, can be moved to another group by clicking on the "Opposite arrow" icon
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14. Then by selecting the grouping you want
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15. You can change the order of rows inside a group by using the drap and drop option
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16. You can "Expand" or "Collapse" a grouping by clicking on the chevron
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17. And you can personalize the columns by clicking no "Customize columns" button
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18. Check the columns you want to display and uncheck them to remove them. You can also choose the
order
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19. Then click on "Save"
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_This Workflow was created with Tango._
Updated on: 18/07/2024
Thank you!