In this article, we will show you how to work with the Document Payment Overview add-on and what it is used for.
It helps you easily find out how a document was paid in ABRA Flexi.
What the add-on is used for
displays regular payments made through the bank/cash desk and by offsetting
displays applied deductions of advance documents
displays related accounting entries in the form of overpayments/underpayments
displays related exchange rate difference entries, including differences from deducted advances
displays the internal number of the settling document in the accounting
displays the remaining unpaid portion of the document
the add-on can be used to review both domestic and foreign documents
the add-on does not take deducted advance tax documents (ZDD) into account
The add-on is designed to work with only one selected document at a time.
Installing the add-on
The Document Payment Overview add-on can be downloaded for free from our website:
👉 Add-ons – ABRA Flexi (flexibee.eu)
It can be used in both Flexi environments, that is, in the desktop application as well as in the web interface. The add-on is available for Premium variants.
A prerequisite for this activation is a license managed in the cloud (or on a server with a public IP address).
Activating the add-on
The add-on must be installed by clicking through from within the application, whether you choose the desktop or the web interface.
Desktop → Help/Add-ons menu
Web interface → User profile (top right)/Add-ons
After the add-on is installed, the new function needs to be loaded into the system.
You can proceed in one of two ways:
Restart Flexi – shut it down completely and start it again.
Or simply go to Company → Select company and return to the original company.
How to work with the add-on
After a successful installation, you will find the add-on here:
Desktop application
Module → Received invoices/Issued invoices/Other receivables/Other payables → eye icon 👁️ ("Document Payment Overview")
Web application
Agendas → Received invoices 📄− ; Issued invoices 📄＋; Other receivables; Other payables
in the footer of the agenda, open ••• (more functions) → User queries → select the query and choose a document (if you have not marked it with ✓ before running the query)
Resulting overview
After you select a document, or mark a document with ✓ before running the query, an overview of all payments linked to the selected document is displayed.
This gives you a clear picture of:
how the document was paid and the payment amount
the internal number under which the payment is processed in the accounting
a list of all payments of the document, including the deduction of advance documents
the remaining value of the document that has not been paid
desktop application
web application
For readability, the output has been split into two screens.
FAQ – Frequently asked questions
1, The query is processed for only one selected document. Is that normal?
Yes, the user query works with only one selected document. Unlike the standard links, however, it displays a clear overview of the payments for that specific document.
2, The add-on is not displayed after installation. What should I do?
Check that after installing the add-on you either restarted the Flexi application or went to Select company → and returned back.
3, How can I view all user queries downloaded in my company?
In the "User queries" agenda, you will find all queries downloaded to your database via add-ons.
4, Where can I find an overview of all ABRA Flexi add-ons?
You can find the add-ons here: 👉 Add-ons – ABRA Flexi (flexibee.eu)