Difference between revisions of "Handling invoices in the list"
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==Edit documents== | ==Edit documents== | ||
| − | You can change data of the documents in the list by clicking on [[image:edit.png]] (Edit documents) in the left pane. In the list you can edit the data of the invoice. You can only edit documents if they are in the workflow status Validation or Exception | + | You can change data of the documents in the list by clicking on [[image:edit.png]] (Edit documents) in the left pane. In the list you can edit the data of the invoice. <br/>You can only edit documents if they are in the workflow status Validation or Exception |
You can change the fields by clicking on [[image:listPicker.png]] or type the code or name. Following fields are editable: | You can change the fields by clicking on [[image:listPicker.png]] or type the code or name. Following fields are editable: | ||
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When you are finished with editing the invoices click on [[image:save.png]] (Save document changes) to save your changes or click on [[image:back.png]] (Cancel document changes) to cancel your changes. | When you are finished with editing the invoices click on [[image:save.png]] (Save document changes) to save your changes or click on [[image:back.png]] (Cancel document changes) to cancel your changes. | ||
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| − | + | {{Info|You can resize the width of the columns by selecting the border of the column title and move it to the right or to the left.}} | |
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| − | + | ==Cancel document== | |
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| + | To cancel a document you can cancel them one by one or in group.<br/> | ||
| + | To cancel them one by one, click on [[image:remove.png]] (Cancel document) on the invoice line in the list.<br/> | ||
| + | To cancel multiple invoices, select the invoices in the list by selecting [[image:selected.png]] for each document you want to cancel <br/>and click on [[image:remove.png]] (Cancel document) located in the left part of the Archive view.<br/> | ||
You can also select all invoices by clicking the [[image:unselected.png]] box next to the label bar. | You can also select all invoices by clicking the [[image:unselected.png]] box next to the label bar. | ||
==Set document ready for download== | ==Set document ready for download== | ||
| − | To set a document ready for download you can do it one by one or in group. | + | To set a document ready for download you can do it one by one or in group.<br/> |
| − | + | To set multiple invoices ready for download, select the invoices in the list by selecting [[image:selected.png]] for each document you want to transfer <br/>and click on [[image:send.png]] (Set ready for download) located in the left part of the Archive view.<br/> | |
| − | To set multiple invoices ready for download, select the invoices in the list by selecting [[image:selected.png]] for each document you want to transfer and click on [[image:send.png]] (Set ready for download) located in the left part of the Archive view. | ||
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You can also select all invoices by clicking the [[image:unselected.png]] box next to the label bar. | You can also select all invoices by clicking the [[image:unselected.png]] box next to the label bar. | ||
Revision as of 13:59, 21 November 2013
Location: Archive - My tasklist – Document list
1 Edit documents
You can change data of the documents in the list by clicking on 
(Edit documents) in the left pane. In the list you can edit the data of the invoice.
You can only edit documents if they are in the workflow status Validation or Exception
You can change the fields by clicking on 
or type the code or name. Following fields are editable:
- Journal
- Invoice type
- Year
- Fiscal period
- VAT period
When you are finished with editing the invoices click on 
(Save document changes) to save your changes or click on 
(Cancel document changes) to cancel your changes.
 |
You can resize the width of the columns by selecting the border of the column title and move it to the right or to the left. |
2 Cancel document
To cancel a document you can cancel them one by one or in group.
To cancel them one by one, click on 
(Cancel document) on the invoice line in the list.
To cancel multiple invoices, select the invoices in the list by selecting 
for each document you want to cancel
and click on (Cancel document) located in the left part of the Archive view.
You can also select all invoices by clicking the 
box next to the label bar.
3 Set document ready for download
To set a document ready for download you can do it one by one or in group.
To set multiple invoices ready for download, select the invoices in the list by selecting for each document you want to transfer
and click on 
(Set ready for download) located in the left part of the Archive view.
You can also select all invoices by clicking the box next to the label bar.
