Reviewing municipality's bill archive

From the bill archive, you can find all the necessary information and documents for monthly bookkeeping. You can view all accounts in one common view or a single account in its own view. The bill summary PDF works as an attachment to the memo document.

Roles

Orderer, Distributor and Financial Manager

Instructions

You can view the monthly bill archive either by account or by combining all accounts in the same view.

View all accounts at once

1. Select the highest level in your organisation from the account dropdown in the menu on the left.

2. The combined bill archive for all accounts automatically opens a list of all accounts in the municipality, the total amount of their invoices, and the number of invoices for the past month. You can change the month from the menu above, if necessary.

3. In order to find a specific account, search by name in Find account field.

Viewing one account

1. Click the account name from the list of all accounts OR select an account from account dropdown in the menu on the left.

2. The view displays a list of all of the account’s bills for the selected month. You can see the sum of invoices, the number of invoices and the amount of charges for different VAT rates in the summary.

3. You can search for a bill by bill number, name of the debtor or service voucher type.

Other remarks

Do you want to print a summary of the bills for bookkeeping?

In the combined bill archive for all accounts, you can select the accounts whose invoices you want to print. The Print selected button opens a selection where you can specify whether you want to download all invoices to an Excel file, all invoices as individual PDFs or to download a summary of invoices as a PDF.

The same printing functionality is also in the bill archive for individual accounts.

Do you want to print an invoice?

To print an invoice, search for an invoice like in Viewing one account. Then select an invoice and click Download.