Receipts in Inmovilla

Advanced receipt management in Inmovilla: creation, search, and detailed consultation

The Receipts module within the Inmovilla accounting panel is designed to offer efficient and comprehensive control over issued receipts. It allows not only consulting existing documents but also locating them precisely through various filters and accessing a complete set of actions for their management. It is essential to understand that every receipt generated in Inmovilla always starts from a previously created invoice, thus ensuring document consistency and traceability.

In this detailed guide, you will discover how to access the receipts section, correctly interpret the listing, effectively use the search filters, and follow the proper procedure to generate a new receipt linked to a specific invoice.

Key features of the receipts section

The receipts section acts as the centralized repository of all documents already issued within the accounting area. From this interface, it is possible to monitor the status of each receipt and access its individual record to carry out complementary management quickly and securely.

The main functionalities offered by this module include:

• • Complete and updated view of the list of issued receipts.

• • Clear and quick identification of the status of each receipt to facilitate tracking.

• • Advanced search through customizable filters by company, dates, client, series, linked invoice, or VAT number.

• • Access to the detailed record of each receipt for comprehensive management.

• • Exhaustive consultation of the line details that make up the receipt.

• • Direct download of the associated invoice for reference or audit.

• • Possibility to rectify the linked invoice when necessary to maintain document accuracy.

• • Creation of new receipts from existing invoices, ensuring consistency in the accounting flow.

Accessing the Receipts module in the Inmovilla accounting panel

To access the list of receipts within Inmovilla, follow the detailed steps below:

1. • Go to the Utilities section located on the left sidebar of the panel.

2. • Select the Accounting area to access financial tools.

3. • Click on the Receipts option to open the complete list of documents.

The list shows all issued receipts, with accessible filters at the top to facilitate quick and precise location of specific documents.

Upon entering, a clear and organized table is displayed that acts as a control panel for efficient management and monitoring of the status of each receipt.

Understanding and viewing receipt statuses

The system clearly shows the current status of each receipt, allowing quick identification of those that are deleted, in draft status, or activated.

Receipts in activated status are highlighted with a green shading, which facilitates their immediate identification within extensive document lists and improves review efficiency.

Before accessing the detailed record, it is advisable to check the status indicated in the list to get a preliminary view of the receipt's situation. If necessary, you can delve deeper by consulting the full document information.

Strategies for searching and filtering specific receipts

The top of the list includes an advanced filter bar that allows narrowing results and quickly locating a specific receipt. This functionality is especially valuable for searches linked to a specific company, client, or time period.

The available search criteria are:

• • Billing company: limits documents associated with a specific entity.

• • Registration date: allows setting a time range for the receipt registration.

• • Payment date: filters according to the period in which the payment was received.

• • Issue date: facilitates location based on when the receipt was issued.

• • Series number: to identify documents according to their assigned series.

• • Linked invoice number: allows direct access to receipts related to a specific invoice.

• • Client: filters by the name of the associated client.

• • VAT number: search based on the tax identification code.

• • Receipt status: segments by the current document situation.

To maximize accuracy in results, it is recommended to combine only filters that provide relevant information. For example, if the client and approximate time range are known, use both criteria to narrow the search effectively, avoiding relying solely on the invoice number.

Efficient use of the status filter

The status filter is an essential tool to segment receipts according to their document cycle, differentiating between activated, deleted, draft, or registered. This classification allows focusing management on the set of documents relevant to each process.

The status dropdown menu facilitates quick selection of the document group you want to work on, optimizing the review flow.

Detailed information available in a receipt record

When accessing the individual record of a receipt from the list, a complete view is displayed that integrates all relevant document information. At the top right, the Actions menu offers access to key functions for document management.

From this menu, the following operations can be performed:

• • Consult the line details of the receipt, allowing a detailed analysis of each included concept.

• • Download the associated invoice for review or filing.

• • Rectify the linked invoice if necessary, ensuring data correction.

The line details are structured similarly to those of an invoice, thus facilitating understanding and verification of the concepts and amounts that make up the receipt.

Procedure to create a receipt from an invoice in Inmovilla

In Inmovilla, receipt generation is not done independently from the receipts section. Each receipt must originate from an existing invoice, which guarantees the integrity and traceability of the accounting process.

The procedure to create a new receipt is as follows:

1. • Access the Invoices section within the accounting area.

2. • Locate the specific invoice on which you want to issue the receipt.

3. • Open the Actions menu associated with that invoice.

4. • Select the Create receipt option.

5. • Confirm the creation in the verification popup window to avoid unintentional errors.

6. • Complete the required series field for correct receipt identification.

7. • Add or review the receipt detail lines as appropriate.

8. • Save the generated receipt to finalize the process.

The prior confirmation acts as a double-check mechanism, ensuring conscious and controlled receipt generation. Once created, the receipt remains permanently linked to the source invoice, facilitating its future consultation and management.

The confirmation window ensures that the receipt creation is intentional and controlled.

Importance of the series and line details in the receipt

When starting the creation of a receipt, it is essential to complete the series field. If omitted, the system will issue an alert to avoid generating incomplete or incorrect documents.

The receipt also allows detailed management of its lines through the detail option, structured similarly to the original invoice, which facilitates accurately reflecting the concepts that make up the document.

Since the receipt starts from an already issued invoice, the process is faster and more direct than creating an accounting document from scratch, ensuring accuracy and efficiency in document management.

Recommendations for an optimal workflow with receipts

To maximize efficiency and organization in handling receipts, it is recommended to follow this workflow:

• • Use the Receipts section for searching, reviewing statuses, opening records, and executing actions on existing documents.

• • Use the Invoices section as the starting point for creating new receipts.

• • Before confirming generation, carefully verify the selected company, client, and invoice to avoid errors.

• • Ensure the series field is correctly completed before saving the receipt.

• • Consult the line details whenever you need to review or validate the concepts included in the receipt.

Comprehensive summary on receipt management in Inmovilla

The Receipts module within the Inmovilla accounting area provides a robust platform for efficient administration of issued documents, facilitating their location through advanced filters by company, dates, invoice, client, VAT number, series, and status. From the individual receipt record, it is possible to access the line details, download the associated invoice, and make corrections when necessary.

For receipt creation, the process always starts with an existing invoice. Simply open the invoice actions, select the option to create the receipt, confirm the operation, and complete the required series before saving the new document, thus ensuring total control and proper integration into the accounting flow.