Comparación de páginas

This tile shows the records that have not been answered by the AEAT.

Image RemovedImage Added

Filter: 

Image RemovedImage Added

Using this functionality we can filter by the fields that we want. Once the filter is done, you can click on "Search", "Cancel", "Export" (to download the data corresponding to the filter applied in excel format) and "Save" (save the filter applied for future searches).

Image Removed

Visible columns: 

Image RemovedImage Added

• Export

  From the filtering screen, the user can export the data in XLS or CSV format depending on the selection made. A pop up will be shown where the desired option is marked

Image Added

The system will export the data in the desired format taking into account the filters applied in each case. If no data selection is made in the filtering, all the data of the corresponding companies will be exported

Hide columns:

Image Added

If we click on this icon, a drop-down appears where you can mark and unmark the columns that you want to be visible on the main screen.

Image Added

If we mark "resetBy default" the standard configuration appears again.

Functionalities

...

Refresh:

Image Removed

• Total amounts: The total amounts of the invoices for which we have made the previous filter appear
• Check marked: By activating this field we are selecting the invoice. In the back of the screen we see how you can "Archive" the selected invoices so that they disappear from this tile and appear in the corresponding "Archived" tile. We can also "Archive all", by pressing this button we will see a confirmation message:

Image Removed

...

Image Added

If we press this icon, the data of the screen will be updated.

Reprocess:

We can also reprocess massively by activatingImage Added , a pop-up will appear with

...

Image Removed

• Detail of the record: Clicking on the invoice will take us to another screen where we can see more details of the same

Image Removedthe warning of the lots for which the action will be executed:

Image Added

Pagination:

 Image Added We will be able to navigate to the first and last page of data, as well as to go paginating one to one.

• Batch detail

If we click on any batch, it will navigate to a new screen where more specifically you can see the data of that batch and the status of sending to the AEAT.

                      -We can navigate through the external tag Image Removedto the batch where it has been included

                      -View the VAT detail of the invoiceImage Removed

                      -Batches in which the invoice has beenImage Removed. A pop-up with the batches history

                      Image Removed

-In referralsImage Removed  we can see the invoices referred to by having the same ID (withdrawals, collections, payments ..).

Image Removed

                     - If you click on historic Image Removed you can see the changes that bill has suffered.

Archive/Set as managed: Down to the right are the functionalities

Image RemovedImage Added

• Batch processing steps

In this section you can see the batch status change process, the xml sent to the AEAT and the xml response from the AEAT. The batch can also be reprocessed to retrieve the modified XML data.

In case that the batch had not been processed correctly and presented some inconsistency, we will be able to navigateImage Added from to see the detail of the inconsistency that generated it.

Image Added

• Attachment

In this section,  you will find the sending XML. If you do not receive a reply from the AEAT, you will not see the reply XML.

Image Added

• Batch registries

Here, you can see all the invoices contained in that batch. Through "Export all" you can download all the data in excel format. Or search by serial number among all invoices that appear.

Image Added

Inside, this option at invoice level you can see the result of the AEAT Image Addedwith the error code and the message. If there is no response from the AEAT, no data will appear.

Image Added

You can also see which documents you have referred toImage Added (payment/collection, retirement...) and which batches you have been through.Image Added

• Archive/Restore/Set as managed/Set as unmanaged:

Image Added

• Archive: The record(s) will be archived and displayed in the Archived Record tile.
• Restore: The record(s) will be unarchived and will be shown again in the corresponding record tiles.
• Set as managed: The record(s) will be marked as managed. At this moment it disappears from the tile of records to be corrected.

Likewise, it will not be taken into account for the generation of alarms nor will it be included in the data statistics.

• Set as unmanaged: The record(s) will be deselected as managed. At this point it will be shown again in the tile of records to be corrected.

Also, it will be taken into account again for the generation of alarms and it will be contemplated again in the data statistics.