Payment Types & Excel Export¶

Standardizing payment types establishes automated rules for mandatory supporting attachments and enables rapid reporting through template-compliant Excel exports.

Configuring Payment Types¶

Bước 1: Navigate to Payment Requests (Đề nghị thanh toán) ‣ Configuration (Cấu hình) ‣ Payment Request Types (Loại đề nghị thanh toán).

Accessing payment request types configuration

Bước 2: Click New (Mới) to add a configuration row.

Adding new payment type configuration row

Bước 3: Enter category parameters:

Product Name (Tên sản phẩm): Commercial classification.
Unit of Measure (Đơn vị tính).
Product Category (Danh mục sản phẩm).
Required Supporting Documents (Chứng từ đính kèm): Define mandatory documents (e.g., VAT Invoice, Delivery Note, Acceptance Certificate).

Configuring required compliance documents for payment type

Bước 4: Click Save (Lưu) to activate the payment classification rule.

Exporting Payment Orders to Excel¶

Employees can generate standardized official company payment vouchers in Excel:

Bước 1: From the payment requests list, select the target payment requisition you wish to export.

Selecting payment requisition record for export

Bước 2: Click the Export (Xuất) action button to download the standardized formatted Excel document to your computer.