How do I use the transfers-screen?

In this article, you will learn which functions are available in the transfers-screen.



How can I filter in the transfers-screen? 

Once you have selected the "Transfers" tab in the main menu, you can now search for clients and set various filters. You can find more information on the filter options in How can I filter or adapt the screens?

How do I use the action bar?

As soon as you have selected at least one invoice in the transfers screen, an action bar opens in the top right-hand corner. There you have the option of using the scissors symbol to access the sorting screen and through clicking on the double hooks to send the invoice to the next processing status. You can find further information in How can the automatic separation of invoice pages be checked and edited?.

By clicking on the export icon, you have various options for initiating the export both to the accounting system and locally. You can find more information here:

If you would like to download the invoice, you can do so by clicking on the download icon. Invoices or invoice batches can be deleted by selecting the recycle bin in the action bar.

How do I use the three-dot menu in the table view?

The menu is located on the right-hand side of the table view. If you have selected several invoices and then open the menu, not all options will be available.

Via this menu you can open the sorting screen. Clicking on "Edit" takes you to the invoices screen where the invoice can then be adapted. The invoice can also be deleted here and by clicking on "Info" you can view the transfer details with time stamp and download the invoice

With the "Download ZIP" option, the original transferred image file is downloaded as a PDF in a ZIP folder.