Rates Manager

Rates Manager

The rates management screen in the finance module provides you with a single screen rates.

Rates accessible here are limited to transaction which: 
  1. are linked to a consignment 
  2. not linked to an invoice  

Info
The rates manager is limited to 1,000 rate lines only

Accessing The Rates Manager 

Notes
To access the rates manager you must have the user role Finance, Finance Manager or System Admin
The rates manager is accessed through the finance module and clicking on the Rates Manager option on the left-hand menu. 

Filtering Transactions 

You can filter the transactions you are working with by :
  1. Clicking on the  [ FILTER ] icon at the top of the screen 
  2. Select the filter options 
  3. Click the [ APPLY ] button
The rate transactions will load with the filters applied. 

You can clear the rates filter by clicking on the [ CLEAR ] button at the bottom of the filters options.

You can filter rate transactions on the following: 
  1. Consignment Ref 
  2. Customer 
  3. Supplier 
  4. Office 
  5. Transaction Type (Costs and/or Revenue)

Quick Searching Transactions

You can quickly narrow down the transactions you are looking at by using the search box at the top of the rates table. 
This allows you to search through any of the rates that are returned after the filter is applied. 
You can search for any text that is displayed on the screen.


Number of Entries Shown 

You can change the number of entries that are shown on the page by using the dropdown list in the top left of the rates manager. 

Paging Through Transactions 

At the bottom of the page you will find the paging controls that allows you to go through the rate transactions.


Rate Properties

Just like in the consignments module you can edit the properties of a rate transaction. 
To access the properties dialog box: 
  1. Right click on the rate you want to change 
  2. Select the [ PROPERTIES ] menu item
  3. Amend the rate 
  4. Click the [ Save ] button

Performing Actions With Rates 

To perform an action you must first select which rates to work with. 
To select a rate, check the checkbox on the left column in the rates table. 

You can uncheck the a box to deselect a rate. 

You can check the checkbox in the in the header row of the table to select all of the rates that are currently visible. 
Info
This will not select rates on different pages.

Once you have select the rates you want to work with you can click the [ ACTION ] button above the rate table and select the function you want to perorm.

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