Sometimes it can be useful to change the order of documents in the booking screen. This article explains the two different ways where you can sort the documents:
- Booking screen - sort in order of delivery or recognition
- Validation screen - sort documents on invoice date, period, tag, etc.
Keep on reading for more explanation of each option below.
Sort documents in order of delivery / recognition
You can change the order of the documents to be booked in the black bar in the booking screen (between process and cancel - see image below).
- In order of recognition
(new documents being recognised during your booking activities will be added at the end of your current workload)
- In order of delivery
(new documents being recognised during your booking activities will be added both before and after the current invoice)
Sort documents using the validation overview
This is the third icon of the left navigation menu or you can manually select this from the top right menu/account settings. On this page, you can change the order of the documents with more options than the booking screen.
Step 1: Sort your documents
Below is a list of options that you can sort in the validation overview screen. Click on the one of the name of columns and then it is automatically sorted.
- Journal type
- Invoice date
- Invoice number
- Account code
When you are happy with the sorting, you can book directly from the validation overview or you can go to step 2 to book through the booking screen.
Step 2: Go to the booking screen using Details
When the order of the documents are changed to your liking, you can click on details to be redirected to the booking screen. The order and the position of the documents you had changed in the validation overview is also saved in the booking screen.
More explanation about the validation overview and the possibilities can be found on this article: Validation overview and bulk-booking