There are two options to open the open items module.

Both are protected by authorisations.
If these authorisations are assigned to the profile of the user, you can switch between entry A and B at any time.

The entry in the open items module is possible via an address search mask (entry A) or a voucher search mask (entry B).

Both entries have different display views and evaluations.

The payment entry is possible via both entries. It does not differ from entry A or B.

Contents

Change view

Display views can be adjusted as follows:

Field widths in the display can be altered.
For this, move the cursor to the dividing line between the columns. By clicking on it with the left mouse key and dragging it to the desired direction, you can alter the width.
The column order can also be altered.
For this, click on the desired column header with the left mouse key. Hold it and drag it to the desired position.

Client based open items

If it is set in the employee basic data of a user that the open files are to be displayed for all clients and can be edited, the vouchers or sums of a personal account are displayed for all clients (companies) depending on the search criteria.

For further information concerning, pls see → Set up the open items module.

Open the open items module

Click one of the two Open buttons in order to open the open items module. These are located in the upper button bar.

The Open icon A opens the search mask via the addresses (personal accounts),
the Open icon B opens a search mask via the vouchers.
As an alternative, you can open the open items module via File → Open (both entries A and B will appear).