Filtering invoices
You can find already created invoices and receipts by navigating to their search using the buttons at the bottom of the application:
Receipts (includes photographed receipts and expense claims with an attached receipt)
Trips (includes travel expense claims)
Invoices (includes all invoices: you can filter the search by invoice type)
Your Procountor user rights affect which receipts you can see in the application. For example, if you do not have access rights to purchase or sales invoices, they will not be visible in the application.
Receipts are grouped monthly.
Receipt Search Criteria
In the Receipts section, you can search separately for receipts or expense invoices. Receipts can be also filtered according to the payment method or limit the search to a specific time.
Use the Sort button to determine whether the search results are shown from newest to oldest or vice versa.
Use the Magnifying Glass to search for documents based on words/numbers appearing in them.
Invoice search criteria
In the Invoices section, you can search for all invoices or alternatively narrow the search to a specific invoice type by selecting Filter.
From the Filter button, you can filter the invoices displayed in the list. You can specify the date range for which you are searching for invoices or search for only certain types of invoices. The options available are:
All (default)
Purchase invoice
Tax invoice %
Sales invoice
Travel invoice
Expense invoice
The search options after selecting the invoice type vary depending on the selection of each invoice type. For example, if you search for travel or expense invoices from the Invoices tab, you can also select the person whose invoice you are looking for. And when searching for purchase invoices, you can choose the supplier whose invoices you are searching for, and correspondingly, in Sales invoices, you can narrow down according to customers if you wish.
Use the Sort button to determine whether the search results are shown from newest to oldest or vice versa.
Use the Magnifying Glass to search for documents based on words/numbers appearing in them.
Trips search criteria
In the Trips section, you can search by the purpose of the trip or filter the search results to apply to a specific period of time.
Use the Sort button to determine whether the search results are shown from newest to oldest or vice versa.
Use the Magnifying Glass to search for documents based on words/numbers appearing in them.
Editing invoices
You can edit pending or received invoices as follows:
1. Open the invoice you want to edit.
2. In the invoice view, select the section you want to edit: daily allowances, kilometers, or expenses.
3. If you want to edit, for example, daily allowances, press the Daily Allowances section to go to the Daily Allowances view. Select the amount to edit or add a new one by pressing the Add New button.
Edit the information, such as the amount and VAT percentage.
Finally press Done.
You can also delete an invoice row by going to the row details and pressing the Delete button. If there is only one row on the invoice, it cannot be deleted.