Construction site account

The Construction site account gives you an overview of all printed order confirmations, invoices and credit notes as well as recorded incoming payments.

• Depending on the marked entry in the project tree at Open construction site account all data of the LV, object, project or client are displayed.

• You can use the construction site account to go to Register payment Switch directly to the incoming payment, to the selected entry in the project tree Display customer overview, a Print out the invoice again, a Delete Entry as well as a course Process order backlog.

• If you select a LV in the project tree, the tab Construction site account all data of the course is displayed.
• If you select a project in the project tree, the tab Project account the data of all courses of the project are displayed.
• For a complete overview of all LV of a client, mark the client in the project tree and open the tab Customer account.

For example: Construction site account

By clicking In the construction site account, switch to incoming paymentsto record an incoming payment for a listed invoice.

By clicking in the construction site account switch to Overview of debtorsto get an overview of all invoices, payments, open items, securities and deferrals.

You can print out order confirmations and invoices / credit notes that you have already printed out and saved in the construction site account.

To do this, mark the order confirmation or invoice / credit note in the construction site account, open the context menu with the right mouse button and select the entry print again.


Order confirmations are saved in PDF format. The function print again opens the PDF file so that you can print again.

The following print menu is opened for invoices / credit notes.


The print settings that you used for the original print are preset. Make changes if necessary and click in the toolbar or alternatively use the key combination Ctrl + P.

The requirements of the GoBD state that draft invoices are not required to be retained, ie may be deleted if they have not actually been sent. It is up to the user whether an invoice saved in the construction site account has already been sent or will be sent. To prove the deletion of draft invoices and to meet the requirement of traceability of the GOBD, the deletion of entries (invoice, payment, change in amount, etc.) is logged from the construction site account.

To delete an order confirmation, invoice / credit note or payment from the construction site account, mark the desired entry and click on in the toolbar.


The following input dialog opens, in which you must specify the reason for the deletion. This reason must be at least 10 characters.

Is the entry in the project tree Course administration marked, can be found on the right side of the screen on the tab Project management the invoice deletion log can be called up. This function is available to all users who are allowed to delete entries in the construction site account, ie who have user rights Customer & Vendor - delete invoices, customer - delete payments assigned.


In the deletion log for invoices / payments, all deleted entries are displayed with the logged information. Document number, date of deletion, reason for deletion and the user who deleted the entry are recorded.

In the lower part of the construction site account, the invoice amount and the order amount are compared. In addition, you can store changes in the order total for a construction site, such as half-finished work, expected additional work and unprocessed payment requests.

To do this, select the desired LV in the project tree and open the tab Construction site account. The fields for half-finished work, expected additional work and unprocessed payment requests are editable.

• Half-finished work can be work that you have already carried out but not yet billed to your client.
  
• Additional work expected can be follow-up work for which you are expecting the order but have not yet received it.
  
• Payment requests not processed can be work that you have already billed to your client but not yet carried out.

You can divide the half-finished work on a construction site into several categories and enter separate amounts for each category.

To do this, open by clicking on the dialogue Assign work in progress. Enter the amounts and, if necessary, a comment for the individual categories and include the total amount [OK] into the construction site account.


To define the categories, click Edit presets. The dialogue Assign defaults will be opened. Enter the names of the categories and confirm with [OK].

View / change invoice data