Installing the Add-on
The add-on can be downloaded from our website: Add-ons - ABRA Flexi (flexibee.eu). It is free of charge and can be used both in the ABRA Flexi desktop application and in the web interface.
For the new feature to appear in the application, you need to either fully close and restart Flexi, or simply switch companies via Company - Select Company and return to the relevant company.
How does the add-on work?
The "Deducted and Partially Deducted Received Advances and Tax Documents for Payment" add-on gives you an overview of all deducted and partially deducted advances and tax documents for payment (ZDD) in the received invoices module. Once the add-on is activated, you will find the output in the user queries menu above received invoices (the eye icon).
The add-on is available for Premium plans and is free of charge. It is available in the cloud and for on-premise servers (with a public IP address).
After selecting the FAP_ODP_ZÁL: Deducted and Partially Deducted Advances - FAP report, proceed by clicking "Finish".
In the next window, you will need to specify the date range for which the document overview will be generated. Continue by clicking "Finish".
An overview of advances and ZDD that have been fully or partially deducted will then be displayed.
Summary of how documents are displayed in the report:
the output also works with deducted advances/ZDD in foreign currencies
the output reflects the deducted amount and how much remains to be deducted
There may be situations where you need to find out which advances and ZDD have not yet been deducted.
In the received invoices overview, make the "Advance deduction" column visible.
Right-click on any column header and select column selection. Choose "Advance deduction" and move it to the displayed columns.
Next, filter the documents in the invoices agenda by document type "advance/ZDD"
then set the parameter in the added Advance deduction column to "empty"
you can also add a parameter on the Document payment status column for "paid"
If you do not have the Premium plan and therefore cannot install the add-on, but would still like to find out which advances and ZDD have been deducted, you can use the filtering method described above via the Advance deduction column — simply set the column parameter to "equals deducted/partially deducted".
