This section shows all the records sent to the AEAT. The options and operation of this section are similar to the batch monitoring section, except that it is possible to select records from the list and execute some actions on that selection. In this way, the user will be able to archive records, that is, store them in another section so that they are not shown in the searches and indicators of the main screen.
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- Pop-Up Filter:
The user can define their search criteria in the Pop-Up that appears.
Using this functionality we can filter by the fields that we want. Once the filter is done you can click "Search", "Cancel", "Export" (to download the data corresponding to the filter applied in excel format) and "Save" (save the filter applied for future searches).
This screen shows the data that has been previously selected, arranged in columns
The Origin and Company fields will be mandatory to carry out the searches, advising to select mainly an origin to optimize the searches.
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
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
- Home screen
Subsequently, the following screen will be displayed
- Filter / settings and rework:
At the top
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right we can
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see different buttons. Its functionalities will be the following:
Data filtering 
It will allow us to make different filters.
Hiding 
It hiding
It will allow us to add or remove the different types of columns
Refresh 
It .
Refresh 
It will allow us to update the data shown
Pagination 
We will be able to navigate to the first and last page of data, as well as to go paginating one to one.
- Sort columns:
By default, the batches are ordered by date of shipment, but the user can sort them by other criteria by clicking on the corresponding button and then choosing if he wants the order to be ascending or descending.
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A pop up will be displayed indicating the number of batches to archive.
Column settings:
If we check "Reset" the standard configuration appears again.
- Refresh
It will allow us to update the data shown.
- Pagination:
We can navigate to the different pages of the list of records.
- Functionalities:
In this screen we find a series of functionalities:
- Total Amounts: We see the total amounts of the invoices for which we have made the previous filter.
- Check marked: By pressing this field we are selecting the invoice. In the back part of the screen we see how you can "Archive" the selected invoices so that they disappear from this tile and appear in the corresponding tile of "Archived". We can also "Archive all", when you press this button a confirmation message will appear:
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- VAT Detail: A pop-up will appear with the VAT information corresponding to the invoice.
- Batch detail
If you click on any batch, you 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 by means of the external label to the lot where it has been included.
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