The projects list view shows an overview about all project documents that are stored in the database. They are listed depending on the filters that are set or on the search string that was entered. In the project filters the kind of document types is to be set. This selection can additionally be filtered for the status of the projects and e.g. for a timeframe.

After selecting the filters and clicking the button  the related project documents will be shown.

The filters Trip, Representative, Method of payment, Incoming payment, User and Project state are immediate filters and the documents that match the criteria are shown directly after clicking the filter.

In the projects list view the project documents can be identified by the following colors:

 

black font	Standard document of type quote, order confirmation or delivery note
grey font	Archived document of type quote, order document or delivery note
red font	Not (or incomplete) paid invoice or credit note
green font	Fully paid invoice or credit note
purple font	Overpaid invoice or credit note

 

Projects list view

 

In the projects list view the following functions are provided:

	Shows all project documents depending on the selected filters.
	Only shows the selected project documents
	Creates a new project document
	(little icon) Converts an existing project document
	Deletes the selected project document
	Opens the changelog for administrators (user right required)
	Imports call for bids in GAEB DA XML3 format.
	Shows the complete commission documents (all project documents with the same commission name)
	(big icon) Combines project documents / Creates collected documents
	Creates a partial invoice for the selected order confirmation
	Creates a final invoice for the selected order confirmation
	Opens a window to enter a combined payment for the selected documents.
	Starts the dunning run for all open invoices that are overdue
	Diverse print reports / Opens the print report designer
	Exports the projects list view to Microsoft Excel file