Search found 76 matches

by zh_olga
07 January 2024, 23:28
Forum: iCompta (Mac)
Topic: What does "Set variable" action do?
Replies: 5
Views: 7509

Re: What does "Set variable" action do?

Hi Cyril,
so what does set variable do?
I’m not understanding completely how does it work
Could you show an example please?
by zh_olga
07 January 2024, 18:55
Forum: iCompta (Mac)
Topic: Cashflow report?
Replies: 7
Views: 9997

Re: Cashflow report?

Hi Cyril Thanks for replying. Now I know that I can assign parameters to a group of accounts, that's interesting and useful. However, the chart still doesn't look like a line, but like columns Screenshot 2024-01-07 at 6.54.38 PM.png And my question about how this balance evolution chart is generated...
by zh_olga
07 January 2024, 13:32
Forum: iCompta (Mac)
Topic: Cashflow report?
Replies: 7
Views: 9997

Re: Cashflow report?

Hi Cyril Could you please be so kind to explain how Balance Evolution is calculated? Does it calculate the planned transactions into the forecast? If not - how do I build a forecast of account balance taking into consideration transactions with "planned" status? Is it possible to change th...
by zh_olga
06 January 2024, 15:48
Forum: iCompta (Mac)
Topic: planned vs fact - compared
Replies: 7
Views: 7612

Re: planned vs fact - compared

Hi Cyril

has this become possible now?
by zh_olga
27 December 2023, 12:57
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 14
Views: 15020

Re: automatically make certain transactions into transfers

Hi Cyril I've been converting such transactions using this function, but I’m looking for a way to create a rule or set of rules to match them automatically. Instead of selecting two transactions and tapping "convert into transfer". There are really a lot of transactions like that in both p...
by zh_olga
01 June 2022, 11:20
Forum: iCompta (Mac)
Topic: Invoice data and templates
Replies: 7
Views: 6745

Re: Invoice data and templates

Hi Angeman how could I add to invoice template - an equivalent of the total in a different currency ? Could you please help to edit the invoice template and/or help to input this info on the invoice in iCompta Our situation is that we bear the costs in UAH, but our client reimburses us in EURO so we...
by zh_olga
05 December 2021, 15:49
Forum: iCompta (Mac)
Topic: What does "Set variable" action do?
Replies: 5
Views: 7509

Re: What does "Set variable" action do?

Hi Angeman
I’m not understanding completely how does it work
Could you show please?

I’m using rules now: I want certain transactions to have “fixed” written in Splits comment field. Is it possible to use “set variable” foe this?
by zh_olga
16 November 2021, 20:43
Forum: iCompta (Mac)
Topic: Invoice data and templates
Replies: 7
Views: 6745

Re: Invoice data and templates

Hi Angeman, well, that's the thing about Companies and Clients - I couldn't find where to input the info about them. Only when I - Accidentally - clicked on the line above the list of companies I noticed that there's ID number, Address and other fields which were not marked. Once I marked them, the ...
by zh_olga
16 November 2021, 17:29
Forum: iCompta (Mac)
Topic: Invoice data and templates
Replies: 7
Views: 6745

Re: Invoice data and templates

<div class="value">{{ company.phone }}</div> <div class="value">{{ company.mail }}</div> <div class="value">{{ company.webSite }}</div> <div class="value">{{ company.address }}</div> <br> <div class="value">ID: {{ company.identificationNumber }}</div...
by zh_olga
16 November 2021, 17:15
Forum: iCompta (Mac)
Topic: Invoice data and templates
Replies: 7
Views: 6745

Re: Invoice data and templates

Hi Angeman
this is so complicated!
Is it possible to simplify it? Could you suggest some way to add the info I mentioned in an easier way?
I honestly tried editing HTML, but that's really a lot of learning to do in order to add just a limited amount of information on a template