Articles in this section

Invoice transaction information

  • Updated

Detailed information of the invoice and its transactions can be observed on Invoice transaction information window.

Invoice transaction information window can be opened on Receipt search view (Search > Receipt search). When receipt search is executed, the invoice in demand can be activated by clicking the row of the invoice in search results. When the row is activated, Invoice transaction information view can be opened by clicking More actions -button and then choosing Invoice transaction information from the opening drop-down menu. Invoice transaction information view can also be opened by clicking the right mouse button on the row of the invoice and the by choosing Invoice transaction information from the opening menu.

 

laskun_tapahtumatiedot_en.png

 

The transaction information

 

laskun_tapahtumatiedot2_en.png

 

The transaction information listed below can be found at the top part of the Invoice transaction information window. If the transaction has occurred, the date, time and the name of the user who executed the transaction will be showing below the transaction.

  • Invoice number
  • Invoice sum
  • Created
  • Edited
  • Sent
  • Paid
  • Invoice group
  • Payment reminder
  • If external financing is used and the info about the invoice is sent to the finance company, the transaction information will be showing Financing data in transfer queue (financing data is waiting to be automatically sent) or Financing data sent (financing data is sent from Procountor to the finance company).

 

The list of actions

The actions allocated to the invoice can be seen at the lower part of the window. By clicking the columns with the headings, the order of the actions can be changed.

Possible actions are listed below:

Verification

  • Contains the invoice’s verification information.

Approval

  • Contains the invoice’s approval information.

Unfinished

  • Contains information regarding the invoice’s Unfinished For example, if the status is changed back to Unfinished.

Send for circulation

  • Contains the invoice’s approval circulation information.

Sending

  • Contains information regarding the invoice’s sending.

Sent for payment

  • Contains information regarding the invoice’s debiting.

Paid elsewhere

  • Contains information on the invoice’s Paid elsewhere

Deny payment

  • Contains information on the invoice’s payment denial.

Payment reminder

  • Contains information on payment reminders sent regarding the invoice.

Payment reminder (Svea Ekonomi, Visma Duetto or Ropo Capital)

  • Contains information on the invoice’s transfer to outsourced payment reminder service.

Payment reminder by mail

  • Contains information on payment reminder sent by mail.

Payment reminder by e-mail

  • Contains information on payment reminder sent by e-mail.

Manual payment allocation

  • Contains information on the invoice’s manual payment allocation.

Cancel payment transaction

  • Contains information on cancelled payment transaction on the invoice.

Delete payment transaction

  • Contains information on payment transaction deleted from the invoice.

Converted into an invoice

  • If the invoice was converted from an order, information regarding the conversion is displayed here.

Directed to another approver

  • If the invoice has been directed to a different approver, information on the process is displayed here.

Directed to another verifier

  • If the invoice has been directed to a different verifier, information on the process is displayed here.

Returned to previous

  • If the invoice has been returned to a previous verifier, information on the process is displayed here.

Collection (Svea Ekonomi, Visma Duetto or Ropo Capital)

  • Contains information on the invoice’s transfer to the outsourced collection service.

Deleted 'Paid elsewhere' payment event

  • If the invoice has been reverted from Paid elsewhere status, information on the procedure is displayed in this field.

Product information updated to inventory management

  • Contains information on the update of product information in inventory management.

Received via automatic transfer

  • Contains information on the invoice’s reception via the automated transfer connection.

Received from scanning service

  • Contains information on the invoice’s reception via the scanning service.

Received as e-invoice

  • Contains information on the invoice’s reception as an e-invoice.

Related articles