Payment/Receipt Orders

The cashier's workbench: every order colleagues have recorded waits here to be "executed" or "rejected" once the customer shows up. This two-step flow prevents unauthorized payouts and makes each step's responsibility clear.

Where This Page Fits

• Recording a new order: the "New order" button (the order form).
• Pending orders also show up in Reports → Open Items.
• After execution, the final voucher is recorded in Transfers.

Working With the List

• The form above the table carries a date range, currency, the status tab, and grouping; the counterparty, the amount range, and the text search live in the filter row under the column headers. Excel/PDF export is built with those same active filters.
• If the "Status" column selector has a value, it takes precedence over the status tab at the top of the page.

Notes

• A printable receipt for each order can be printed right from its row.
• The "Execute orders" permission (cashier role) is separate, in Users & Permissions, from the "Create order" permission.
• Until execution, no account's balance has changed.

Table Filtering and Sorting

• There is a filter row right under the column headers: in a text column type part of the value, in a numeric column give a "Min" or a range ("100-500" means between the two, "-500" means at most 500), in an option column pick from the list. The filter applies to every record on the server, not just the page you are looking at.
• Column headers carrying the ⇅ mark sort when you click them: ⇅ neutral, ▲ ascending, ▼ descending.
• Changing a column filter, the sorting, the page or "per page" happens without reloading the page: only the table body is swapped, so your filters and scroll position stay put. The page address only changes with the filters in the form at the top of the page (date range and grouping).
• Active filters are kept while you page through the list, and the Excel/PDF export sees exactly the same ones. To clear one, empty the field or leave the "All" option.
• On mobile the less important columns are folded away; the round + button at the start of each row opens the rest of the information as "label: value".

Document code

Besides its row number, every receive/pay order has a code written with its family prefix: ORD12, ORD403, and so on. The prefix says which form the code belongs to, so a code written on paper or sent in a message is never ambiguous.