BelegStapel: Assigning Unassigned Receipts in Bulk

Overview

The BelegStapel (Receipt batch) (/applications/belege/batch) shows all receipts that are not assigned to a vehicle and assigns them to a vehicle – and optionally a cost type and a date – in a single step. This is the fastest way to tidy up after a CSV import (article 59) or after entering receipts with no vehicle.

You reach the page via the BelegStapel button in the Belege overview or directly at the address given above.

Where do unassigned receipts come from?

• KostImport: CSV rows without (or with an unresolvable) licence plate or vehicle ID end up in the system without a vehicle assignment.
• Manual: receipts that were saved without a vehicle (article 55).

Unassigned receipts also appear at the same time in the Gemeinkosten (Overhead costs) view (article 60) – as soon as you assign them to a vehicle here, they disappear there.

Assigning receipts – step by step

1. Open the BelegStapel. The table shows, per receipt, Id, date, cost type, amount, net, invoice and note; use the Suche (Search) and the column filters to narrow down the list.
2. Select the desired rows – multi-selection is possible.
3. In the "Auswahl zuweisen" (Assign selection) area, choose:

• Fahrzeug (Vehicle) (mandatory, chosen by licence plate)
• Kostenart (Cost type) (optional – if set, it overwrites the existing cost type of all selected receipts)
• Datum (Date) (optional – if set, it overwrites the receipt date of all selected receipts)

1. Click "Auswahl zuweisen" (Assign selection). FMWeb confirms with "Belege wurden zugewiesen." (Receipts have been assigned.) and reloads the list; the assigned receipts can now be found in the Belege overview under the vehicle.

If you have not selected a row, the message "Bitte Zeilen auswählen." (Please select rows.) appears.

Frequently asked questions

I accidentally assigned the wrong vehicle – what now? Reassign the affected receipts individually in the Belege overview (article 57). They do not return to the BelegStapel, since they now have a vehicle.

Careful with the optional date: it applies to all selected receipts. If you are assigning receipts with different receipt dates, leave the field empty so the original dates are preserved.

Why can't I see the page? The BelegStapel requires the belege.edit permission (article 18).

Related articles

• 59 – KostImport: importing receipts via CSV
• 60 – Gemeinkosten (Overhead costs)
• 62 – Belege overview: filtering and exporting
• 57 – Splitting and reassigning a receipt