Belege Overview: Filtering, Searching and Exporting
Overview
The Belege (Receipts) overview (/applications/belege/overview) is the central hub for all cost receipts of your fleet – whether entered manually, imported via fuel card or fed in through KostImport. From here you filter, search and export the receipts and start all editing functions. The receipts of an individual vehicle are additionally found in the vehicle file on the Belege tab.
Filtering and searching
- Via the Filter button you show and hide the filter area. There you choose Fahrzeug (Vehicle) (by licence plate, with a search filter), Von Datum (From date) and Bis Datum (To date); Anwenden (Apply) refreshes the list, Zurücksetzen (Reset) clears the filters.
- The Suche (Search) in the table toolbar searches all columns – ideal for invoice numbers.
- In addition, each column offers Excel-style column filters.
- The list is set to 50 rows per page and sorted by receipt date in descending order.
The columns of the overview
| Column | Content |
|---|---|
| Id | internal receipt number |
| Datum (Date) | receipt date |
| Kennzeichen (Plate) | assigned vehicle ("—" = not assigned) |
| Kostenart (Cost type) | e.g. fuelling, maintenance, charging |
| Menge (Quantity) | quantity with unit – see below |
| Betrag / Netto (Amount / Net) | gross and net amount |
| Rechnung (Invoice) | invoice/receipt number |
| Aktionen (Actions) | Edit, Split, Reassign (only with belege.edit) |
New in version 10.4 – unit-aware quantity column: charging receipts from electric vehicles show their energy quantity in kWh (e.g. "43,83 kWh"), fuel receipts their quantity in litres (e.g. "45,32 l"). Receipts without a quantity show "—". Article 11 explains the background of electric receipts.
Exporting
The table toolbar offers two exports:
- CSV export – for further processing in Excel or in accounting
- PDF export – for filing and forwarding
Whatever the current view is, is what gets exported; so narrow down the data with filters beforehand (e.g. one vehicle and one accounting month).
Continuing from here
- Neuer Beleg (New receipt) via the plus button (article 55)
- Editing including VAT conversion (article 56)
- Splitting / Reassigning directly from the Aktionen column (article 57)
- BelegStapel for unassigned receipts (article 58)
- KostImport for CSV files (article 59)
Frequently asked questions
Why can't I see the Aktionen icons? Editing, splitting and reassigning require belege.edit; with belege.view the overview is read-only (article 18).
A receipt is missing from the list. Check the filters (vehicle/period). Receipts without a vehicle assignment are found in Gemeinkosten (article 60) and in the BelegStapel.
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