Document list and form

Every purchase document – quotes, contracts, orders, receipts, invoices, credit memos, return receipts, retail transactions, prepayment invoices and finance charges – has the same list and the same form. This page describes the shared parts; what's specific to one document is on its own page.

List

Header

Button	What it does
Add new record	A new document of this type.
Invoice Scan, Incoming e-Faktura invoices	Purchase invoices only: Faster invoice entry.

Tools above the grid

Actions on several documents apply to the documents ticked in the first column.

Button	What it does
Change	Changes the status or the progress of the selected documents at once.
Actions	Send to email for the selected documents, and reversing them. Receipts also have Batch invoice.
Export	Export Excel of the list, Preview PDF and Export PDF of the selected documents, Export PDF without email. Invoices and finance charges also have Bank order export.
Appearance	Save view saves the grid's current layout; Reset view restores the default.
Refresh	Reloads the data.
Bulk delete	Deletes the selected documents in draft.
Column Chooser	Shows or hides columns.
Search	Searches all columns.

Below the column headers are the per-column filters, and at the bottom the record count, the sum of amounts and the pages.

Row actions

Icon	What it does
Update	Opens the document.
Preview PDF	Shows the printed document.
Export to PDF	Downloads the printed document.
Delete	Deletes the document, only while it's a draft.

Form

Header

Button	What it does
Records list	Back to the list.
Add new record	A new document of the same type.
‹ ›	The previous and next document in the list.
Delete record	Deletes the document, only while it's a draft.

Tabs

Tab	What it holds
General info	The header – Document, Vendor information, Payment, External document, Connections, Additional info, Status – and the Products.
Receipt	The vendor's address and contact, and the receipt details: Receipt date, Shipment method, Shipment agent, Transport method, Tracking number and Shipping advice.
Construction	Links the document to a construction site from the Construction module.
Files	Attachments: the scanned invoice, delivery note, contract. Added by choosing or dragging the file.
Connections	The whole chain of documents linked to this one: what it was made from and what was made from it, with their statuses.
Payouts / Payments	The payments linked to the document, with the payment method and amount. Credit memos and return orders have Payments – the money the vendor pays back.
Transactions	The bank statement lines the document was paid with.
Activity log	Every change to the document and its lines: when, who, the old and the new value.

Contracts also have Tracking parts, Contract ledger and Vendors: Purchase contract.

Status and progress

In the Status section, Next status changes the status (approve, close, cancel), and Next progress runs the next action (make a receipt, process the invoice…). The icon next to them opens the status and progress history.

Footer

Button	What it does
Preview PDF	The printed document.
Send to email	Sends the PDF to the vendor.
Export	Export to PDF, Export to Excel, Export to Excel (Short products); invoices also Bank order export.
Actions	The document's actions – clone, transfer, resale, correction, return, reversal. Which are available depends on the type and status.
Finance	The document's ledgers: Postings and bank orders.
Save	Saves the changes, while the document is a draft.
Change data	On a processed document: changes only the receipt and transport details, without reversing it.