The data can also be changed via Finances > Document worklist > Settings.
Document worklist - entry type
Dialog posting
Standard behavior of the document worklist. In dialog mode, a journal section is displayed below the posting area.Batch postings
Postings are not journalized directly and can be edited without reversal until then. Postings in the batch are not visible in evaluations.
Document worklist - displayed file types
List the file types that are to be displayed, separated by commas. Normally these are pdf, jpg or tiff files.
You do not need to set xml for e-invoices, as these are always attached to the posting embedded in a PDF (as ZUGFeRD or as a visualization PDF).
Document worklist - visibility of incoming invoices
Display of incoming invoices, company-wide
In the invoice receipt book, it is specified that, depending on the check status, certain incoming invoice documents are not displayed. The display is for information purposes only.
Specify whether the decision date in the offer and potential is a mandatory field.The following 4 settings are user-specific. This allows you to tighten the settings of the invoice receipt book.
Document worklist - Visibility of outgoing invoices
You define which status an outgoing invoice created in Scopevisio must have so that it is offered for posting in the document worklist.
Document worklist - Other document sources
Determine which documents (by source or storage location) should be offered for posting.