The bill has been read out and you want to make changes, such as adjusting the insurance provider?
Click on the invoice via the "Invoices" tab in the menu bar on the left
Open the invoice
The invoice has already been released. Then you will find the invoice in the menu bar on the left under "Invoices" and there you will see the status "Released" in the column on the left.
The invoice has been read, but not yet released. Then you will find the invoice in the menu bar on the left under "Invoices" and there you will see the status "Missing data" in the left column. Click on the supplier name to open the invoice.
Adjusting invoice details / invoice headers
You can edit all fields in the invoice details. Just click on the respective field and edit it. The mileage can also be adjusted. However, the net and gross amounts can not be adjusted under the invoice details, but you can adjust these for the individual invoice items so that the total under the invoice details match.
Adjusting individual invoice items
Individual invoice items can be adjusted by clicking on the pen for editing in the far right of the invoice line column (you may need to scroll to the right to see it). For fuel bills, the mileage can also be adjusted.
This opens an edit mask. When adjusting various data points, there are different special features to consider. What do you want to customize?
Adjusting invoice item types and cost elements
Editing the vehicle
Customizing contract assignment
Adjusting amounts
You can adjust the amounts by simply overwriting them. It is important that the gross and net amounts and the VAT rate are consistent.
Adjusting mileage
Mileage stored at invoice line level (for example, in fuel bills) can be adjusted or deleted in the Mileage field.
Adjusting accumulated invoice items
It is also possible to make an adjustment for several invoice items at the same time.
Select the invoice items to be adjusted for this.
For individual positions: Click on the left box.
For all positions: Click on the white box "Select all" in the upper left corner.
Click on the "Edit" button in the upper left corner.
What do you want to adjust?
Adjusting cost type or vehicle
Adjusting VAT
Check the box next to "Change VAT".
Either adjust the VAT rate or activate the button "VAT-free".
Click "Save" to apply the changes.
