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Documents Overview

Documents

Documents Overview

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For overview of created documents on POSX form the button  must be selected where form with created documents opens:

Date and Time The date and time of the issue. This is the time when the invoice is actually printed or converted into any other form (PDF, Word...)
Type Type of the documents

 
Number

Consecutive number of the document.

 
Buyer Buyer on the document.
User

User who created the document.
Total  The total value of the invoice (see Rounding).
 
Report

Report preview.

​In case document was already issued then the report can be printed out again (or converted into any other form). In case the document was not issued yet then the functions are disabled.

Buttons

by clicking this button the document is printed out. 

by clicking this button the document is opened and can be edited (in case it was not issued yet).

by clicking this button the form to select different document types is opened:

When selecting a certain document type then the documents in overview are filtered by the selected document type.

In case document was not issued yet it can be deleted by clicking on this button.
By clicking this button documents which meet the criteria for Z Report

By clicking this button documents are filtered out by today date.
By clicking this button documents are filtered out by yesterday date.

By clicking this button documents are filtered out by month.

By range documents can be filtered out by selecting from and to date:

By clicking on this button Documents are filtered out by those documents which are still unissued.


 By clicking this button form changes. Document preview is gone and additional data of documents appear: Fiscal number of document and fiscal elements. In expanded view button is transformed into Standard view with wich again before form appears.

By clicking this button the form for Verification of fiscally unverified documents appear on which documents, which were not fiscally verified are shown and can be sent again for fiscal verification.

 


 

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