Document lists and details

Outgoing and Incoming work the same way. Outgoing documents are the ones you sent, and incoming documents are the ones other companies sent you. Both lists need an unlocked certificate.

List

1. Choose a period in From and To. The default is the last 30 days.
2. The table loads when you open the page and refreshes as soon as you change the period. It shows number, date, type, buyer or seller, amount, status and EUID.
3. Click a row to open the details.

EUIDs only returns just the list of EUIDs for the period, without details.

If you know the EUID, enter it in Open by EUID and press Enter.

Export saves the rows currently shown (after search, filters and sorting) to Excel (.xlsx) or CSV (.csv). In Excel, amounts and dates are real numbers and dates, so you can sum and filter them right away.

Details

At the top are the document’s type, number and current status, with the EUID below them. ← Back returns you to the list.

• Status: all the status data and the Status history, with time, old and new status, and comment. This tab also has Save ASiC…: the signed document in an ASiC container, for archiving.
• JSON: the original signed document. Save JSON… saves it, and Open as new document makes a copy for a new invoice.
• PDF: a PDF view of the document. Save PDF… saves it.

Outgoing documents also have Cancellation and Correction. Incoming documents have Accept / reject and Input VAT.