You can search for journal receipts using the journal receipt search function.
The Search invoices button searches receipts according to the given search criteria and displays the search result in the lower section of the view.
The Clear button clears the given search criteria.
The My searches button can be used to save and recall frequently used combinations of search criteria (see the My searches function for details).
The Cross sign button removes the search criterion.
The Plus sign button adds a search criterion.
Using the search criteria
You can combine the search criteria as needed. When you use several search criteria, they can be combined using the conjunction AND, i.e. the search results will only include receipts that fulfil all of the given search criteria.
You can include the * and ? characters in a text search. The * character represents any character string (also null), and ? represents any single character.
When searching by date, enter only a start date in order to find all items dated on and after that date. Alternatively, enter only an end date to find all items dated up to and including that date. You can also use both the start and end dates to search for items dated between them up to (and including) the date, or period of time.
Available search criteria
This search criterion specifies the statuses of the receipts to be included in the search results (it is possible to select several statuses simultaneously)
This search condition specifies the receipt types to be included in the search results (you can select several receipt types simultaneously)
This search criterion specifies the range for the dates of the receipts to be included in the search results.
Due date between
This search criterion specifies the range for the due dates of receipts to be included in the search results.
Accounting period between
This search criterion returns receipts dated within the accounting period within the specified period of time.
Delivery week between
This search criterion returns receipts with delivery weeks falling within the specified period of time.
This search criterion specifies the invoice group, e.g. Group invoice, of the receipts to be included in the search results.
Business partner main group
This search condition can be used to search for receipts by customer, supplier or person.
Business partner group
This search criterion enables searching for receipts by created business partner groups.
Business partner group defining
This search criterion is used to search for receipts by their current group or their business partner group at the time of creation.
Last edited by
This search criterion can be used to search for receipts by the person who last edited them.
This search criterion is used to search for receipts by the selected ledger account.
This search criterion is used to search for invoices by name.
This search criterion can be used to limit the search to accrued or non-accrued receipts only.
This search condition specifies searching by the seven-digit company identifier.
This search condition specifies searching by customer number.
This search criterion is used to search for invoices by their invoice number in Procountor.
Bank reference code
This search criterion is used to search for receipts by the bank reference code in the system.
This search condition is used to search for receipts by the invoice channel, e.g. Mail or Electronic invoice.
This search condition is used to search for receipts by billing address.
This search condition is used to search for receipts by the contact person entered in customer management.
This search condition is used to search for receipts by the terms in the Additional information field.
This search condition is used to search for receipts by the terms in the Notes field.
This search condition is used to search by product name.
This search criterion is used to search by product code.
This search condition is used to search for receipts by the terms in the Comment row field.
Accounting value and currency
This search condition is used to search for receipts by accounting value and currency.
Collection- and penal expenses
This search criterion is used to search for receipts by collection and penal expenses.
Invoice transaction information
When this search criterion is used, the system displays selection fields for the time period and action, and a free text field for the name of the transaction’s creator. Details on invoice transaction information can be found here.
Processing the search result
The search result corresponding to the search criteria is displayed in the lower part of the Receipt search view. In journal receipts the Accounting value column shows the debit value of the entries.
You can sort the search result (e.g. by name or accounting value) by clicking on the column headers. The results will remain sorted until you exit the view. You can alter the number of rows displayed by left-clicking and dragging the boundary between the search criteria and search result. The cursor will turn into a bidirectional arrow at the correct location above the button bar.
You can perform various functions with the search result, by using the buttons above the list or by right-clicking and selecting from the menu. The buttons vary according to the view. All views include the buttons Invoice/Accounting/Attachments, Preview and Printable list.
Functions in the button bar
By clicking on the Invoice button, you can go directly to the invoice view, the receipt’s accounting page, or the Dimensions view. Use the Attachments button to add, view or delete attachments (see details in the Attached files function). The view also includes Next and Previous buttons, by which you can move backward and forward in the search results.
The Preview button opens the selected receipt in printable format (HTML or PDF).
The Printable list button allows you to open the search result in different formats. Options include: Search result and VAT specification, Printable ZIP package, Printable PDF package, Brief export file and Extended export file. Selecting Search result and VAT specificationwill list the receipts in HTML format and display a VAT summary of the invoices at the bottom of the page.
Printable PDF package compiles the selected receipts into a single PDF package (no attachments). Printable PDF package, also attachments creates a single PDF package but only imports PDF attachments, whereas Printable PDF package, only attachmentsonly lists PDF file attachments.
The printable ZIP package , on the other hand, will include all file attachments. The finvoice.xml files included in e-invoices are not actual file attachments; they are created for browsing XML-format finvoice data.
Clicking on the More actions button will take you to the Group dimensioning selection that is used for dimensioning several invoices simultaneously (for more information, see the Group dimensioning function). The Periodizations selection enables you to create several journals at the same time. Through this button, you can also access the selections Invoice transaction information, Notes, Create new invoice, Adjust to business partner and Create a new partner. By clicking on Create a new partner, you can create a new business partner from the information on the receipt you haveïœ« selected. By clicking on Adjust to business partner, you can allocate the receipt to the correct business partner.
Functions in the right mouse button menu
When you right-click on the search results, this will open a menu containing the functions in the button bar along with several other functions:
The Search result and VAT specification option exports the search results and VAT specification in HTML format to a new browser window, from which you can print or save it.
The Printable ZIP package option creates a printable ZIP package of the invoices or salary slips on the rows. The invoices or salary slips in the package are in PDF format, and all invoice attachments are included in the package.
The Printable PDF package option creates a PDF package of the invoices or salary slips on the rows. The invoices or salary slips in the package are compiled into a single PDF file, and all attachments that will be sent with the invoices are included.
The Invoice transaction information option shows a summary (Invoice number, Invoice sum, Created, Edited, Sent, Paid, Invoice group, Payment reminder (sales invoices)) of the information on the selected receipt. Read more on invoice transaction information here.
The Notes option opens a window, in which you can view and edit the information in the Notes field of an invoice/receipt, regardless of the status of the receipt. There is no limit to the number of characters in the Notes field.
The Create new invoice option allows you to create a new invoice/receipt of the same receipt type for the business partner on the selected row. If your user rights do not allow this, the program will notify you. The Create new invoice option can also be used for creating collection and penal expenses invoices.
You can dimension several invoices at once by clicking on the Group dimensioning button (for more information, see the Group dimensioning function).
The Periodizations selection enables you to create several journals at the same time.