- Refresh: enable to make an update of the data
- Create a batch: new batch is being created, according with the established configuration which specifies a type of the batch for the eDocument.
- Mark as fixed: accepted with errors records, once the errors are fixed if you don´t change a statement from pop-up of the financial document, you can do it manually.
- Retained: you can retain a record in order not to include to send to a Tax Agency
- Released: a retained record may be released and to be included in the sending process to Tax Agency
- Add a batch: a record will be included in the existing batch
- Take out from a batch: a record will be out from the batch that was previously included and may be included in another batch.
- History: shows the different states that has been passing through an eDocument.
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- Referenced: shows the eDocuments that offset selected eDocument or an eDocument that offsets this eDocument.
- Exceptional processing: It allows to change the state of an eDocument to any other state. This functionality is only allowed if the user has the ZESI_ADM authorization object.
- Undo Exceptional processing: Undo the exceptional processing of an eDocument.
- Generating and sending XML: XML batch is being generated and sending to Tax Agency.
- XML view to send: before sending the batch to a Tax Agency you can see it in XML, you should select the batch and press a following button:
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