All batches processed in the current year appear in this indicator.
In the upper right we have three functionalities:
Filter:
Using this functionality we can filter by the fields 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" (saves the filter applied for future searches).
Export
From the filtering screen, the user can export the data in XLS or CSV format depending on the selection made.
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- 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
Column adjustments:
If you click on this icon, a drop-down menu appears where you can mark and unmark the columns that you want to be visible on the main screen.
If we mark "Default" we will see the standard configuration again
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If we press this icon, the data of the screen will be updated
Pagination:
We will be able to navigate to the first and last page of data, as well as to go paginating one to one.
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If yoy 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.
- Barch Batch processing step:
In this section you can see the process of changing the status of the lot, the xml of sending to the AEAT and the response xml of the AEAT. You can also reprocess the batch to retrieve the modified XML data
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In this section you will find the sending and response XML of the AEAT.
- Invoices / batch registries:
Here you can see all the invoices contained in that batch
Within this option at the invoice level you can see the result of the AEAT with the error code and the message:
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You can also see which documents have referrals (payment / collection, discharge ..) and the batchs for which it has passed.
- Archive/Restore/Set as managed/Set as unmanaged:
- 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.