Financial documents

In the Finance - Documents section all documents for financial transactions for the period selected will be shown. Information can be viewed by the document type and/or types of contents. You can also search for documents by the number of the document. Configure the list using filters needed and click the Show button.

Data in the Date column is shown as clickable links. If you click on the link YCLIENTS will open a page with details on that financial transaction. You can edit that document if you need to.

List of financial documents can be Downloaded into Excel.

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