You can export accounting reports including withholding tax on Accounting / Plugins.
1) First, activate the Plugin Invoice List with Exrates
2) Now you can export the report by clicking the green sign right next to the Plugin name.
3) If you want you can filter by Invoice Projects, Payment Status, Source and select the report format HTML, XLS or JSON
4) Click submit to get your report.
In the OVERVIEW tab of each booking, users may click on the email icon next to the selected artists to open an email with essential booking information.
The way it works is that we use the “mailto”-function of your browser to trigger a new email in your local email programm.
We call this email “offer email to artist”, although the offer info is only one possible usecase for this email with basic booking information.
To customize the email Subjec‘ and Bod’ text, go to SETTINGS / CUSTOM TEXTS and select the subtab for “Artist Offer”.
In this subtab you may add, edit or delete as many custom templates for the artist offer notification as needed.
To add a new template, click the ”+” icon on the top right and edit ”Subject” and ”Body” texts.
You may use the following datapoints in your template:
[% start_date %], [% booking_location_name %], [% city %], [% country %], [% first_offer_notes %], [% artist %], [% artist_stage %] [% performance_type %], [% event_name %], [% notes_ical %], [% line_up %], [% venue_name %], [% venue_address %], [% venue_city %], [% venue_postalcode %], [% venue_country %], [% venue_phone %], [% venue_email %], [% venue_url %], [% venue_capacity %], [% promoter_company_name %], [% promoter_representative %], [% promoter_address %], [% promoter_city %], [% promoter_postalcode %], [% promoter_state %], [% promoter_country %], [% promoter_phone %], [% promoter_mobile %], [% promoter_email %], [% promoter_vat_id %], [% promoter_url %], [% promoter_language %]
please NOTE: If you need other datapoints in your email, please contact us!
Once you have more than one active template, you will be able to select from active templates whenever you click the email icon in the booking’s OVERVIEW.
Today we re excited to share our new user interface for detYils, a whole new user experience to streamline your workflow.
We are launching this for BOOKING only clients on February 1st 2021.
Other Modules will follow soon …
With the new design, you and your teammates can now …
Say goodbye to the 2000s. Hello detYils 2021!
PS: Should you find any glitches, thank you for contacting simo@berlin3.com
NOTE :
During the transition period you may switch between the old design (V1) and the new one (V2.0)
An iCal subscription is basically a text file in an international standard format called ICS.
The more dates are included in that file, the larger it becomes. The larger the file becomes, the longer it takes to download and update on your device.
If an iCal file becomes too large, smartphones may not be able to load all data within the time limit defined by their settings. This can cause a timeout, meaning new dates may no longer be uploaded correctly.
For this reason, the details Artist iCal Subscription Feed only displays bookings within a limited date range.
| Included in the iCal feed | Removed from the iCal feed |
|---|---|
| All bookings from the previous 1 month up to the next 1 year. | Booking dates older than 1 month and booking dates newer than 1 year. |
If you need to view older bookings, bookings further in the future, or a complete booking history, you can use one of the following options:
The iCal feed is optimized for reliable syncing on phones and calendar applications. For a full booking overview, use the Artist App or the Booking section inside details.
To create a new product format, go to LABEL / SETTINGS. Here you can add, edit, and remove all formats you need for your label.
To add a new format, click on [+ Add Format] at the end of the format list.
Enter the format name and configure its attributes. These include:
When ready, click [OK] to confirm.
Important: Select the correct CHANNEL (Physical or Digital) when creating the format. This setting affects royalty rules and product display. Do not change it once the format is in use, as it can disrupt accounting and reporting.
To edit an existing format, click on its title in the list. To delete a format, click the [x] icon. You can only delete formats that are not currently in use by any products. If a format is in use, move those products to another format (keeping the same channel) before deletion.
Once created, formats can be assigned to products in CATALOG / PRODUCTS.
Dear all,
we are pleased to announce that our spring update of details is now online! Please find below further information about the update and the new features:
►
We have released our first new feature in the V2.0 design: hovering the mouse over the Promoter of an event now displays all related contacts with their function and contact. Simple yet convenient!
►
Managing physical orders is getting more and more important. We added new options of order discounts to the distribution section. Read here how to use different order discounts.
For royalty accounting, it is essential to set up contracts properly. We have improved the design of the royalty options window, making it easier to manage your contracts. Read here what’s new.
Do you need mid-price options for legacy contracts? Do you want a rate to expire after two years? We have implemented new options for royalty contracts!
…
Additionally, we have released multiple fixes. Let us know if you experience any issues!
details now offers the possibility to mark an invoice as a CORRECTED Invoice.
Marking the checkbox “Correction” in an invoice leads to placing “Invoice correction” before the invoice number.
Don’t confuse this with the CANCEL function which cancels an invoice (german: STORNO), which means the invoice will be invalid but (the number) remains in your books.
This feature is both available in Version 1 and in Version 2.0:
If you ve forgotten your password, you can request a reset directly from the login screen.
Click [RESET PASSWORD] to open the password recovery page.
On the next screen, you ll see simple instructions explaining how to request a password reset:
For security reasons, the system does not confirm whether a user name or email address exists. If a matching account is found, a recovery email will be sent automatically.
Once you ve set a new password using the recovery link, you ll see a confirmation and can log in again as usual.
To ensure you receive recovery emails, make sure your user account has a valid email address.
If you re an admin, you can add or update user email addresses under SETTINGS > USERS.
How to start with details – manual
read read previous step here – how to Import Sales
You can easily import your costs via excel sheet import just as sales imports.
To import costs you can compile an excel file with the following mandatory columns:
Optionally you can add artist / title information. You can download a sample cost import template here
If you receive cost files from your partners and they include all mandatory info, you can also import these as described.
Now go to Distribution / Accounts and select the account you want to import costs for. On the Current Statements tab you create a new import setup for costs. Click [+] on top right of the Statement setup box
Now enter a description such as “Label Costs” and select invoice project, type costs, currency and period.
Click [OK] to confirm and select an invoice contact if applicable (you can skip that if you set up label costs).
Once the cost import setup has been created you can import your cost sheet on Distribution / Imports on the relevant tile. Assign the import headers from the drop down menus. All column headers need to match with the headers of the file you have imported.
Please note: To save the configuration for your future imports, click on the Save Configurations button. Then click Proceed.
You will be notified by mail when the import process is complete. Once the import is complete, go back to the statement by clicking on the orange import tile on Distribution / Imports.
Attention: If there are products / releases that could not be matched automatically by identifier (such as catalog number, barcode etc), these need to be matched manually with scrutiny on the Import Matching tab.
To match costs, click on the bold text in the first column and select the correct product/release you want to add the costs to. All manual matches will be saved for future statements.
If all lines have been matched, go to Import Result. At the bottom you find your total costs amount. Click Account Statement to create your cost invoice.
This is a crucial & sometimes challenging task, feel free to double check with your details support team.
Alternatively you can upload costs manually. See here how to add costs manually to Releases and Products.
read next step here – how to set up / add Royalty Accounts, Contracts and Recoupables.