{"id":1264,"date":"2024-11-23T04:58:02","date_gmt":"2024-11-23T04:58:02","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4868298872605-financial-documents\/"},"modified":"2026-04-02T13:22:53","modified_gmt":"2026-04-02T13:22:53","password":"","slug":"4868298872605-financial-documents","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4868298872605-financial-documents\/","title":{"rendered":"Financial documents"},"content":{"rendered":"\n<p>In the <strong>Finance > Documents<\/strong> section (<strong>Administration<\/strong> mode), you can find all the financial transaction documents for the selected period. The information can be filtered by <strong>document type and\/or content types.<\/strong> Additionally, you can search for documents by document number. Configure the list with the necessary filters and click the <strong>Show<\/strong> button.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e35bd975af5&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e35bd975af5\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"603\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-1024x603.png\" alt=\"\" class=\"wp-image-229006\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-1024x603.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-300x177.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-768x452.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-1536x905.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-2048x1207.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-360x212.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-24-at-21.04.19-1568x924.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>The data in the <strong>Date<\/strong> column is shown as <strong>clickable links<\/strong>. By clicking on the link, <strong>Altegio<\/strong> will open a page with <strong>detailed information about that financial transaction<\/strong>. If necessary, you can edit the document.<\/p>\n\n\n\n<p>The list of financial documents can also be <strong>downloaded as an Excel<\/strong> file.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the Finance > Documents section (Administration mode), you can find all the financial transaction documents for the selected period. The information can be filtered by document type and\/or content types. Additionally, you can search for documents by document number. Configure the list with the necessary filters and click the Show button. The data in&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4868298872605-financial-documents\/\">Continue reading <span class=\"screen-reader-text\">Financial documents<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[57],"doc_tag":[1909,2101,1834,1894,2041,1492],"class_list":["post-1264","docs","type-docs","status-publish","hentry","doc_category-financial-reports","doc_tag-documents-en","doc_tag-excel-actions-en","doc_tag-finance-en","doc_tag-financial-transactions-en","doc_tag-stock-audit-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":100,"total_views":"200","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Financial reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/financial-reports\/"}],"doc_tag_info":[{"term_name":"Documents","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/documents-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Finance","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/finance-en\/"},{"term_name":"Financial Transactions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/financial-transactions-en\/"},{"term_name":"Stock Audit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/stock-audit-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1264","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1264"}],"version-history":[{"count":4,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1264\/revisions"}],"predecessor-version":[{"id":317887,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1264\/revisions\/317887"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1264"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1264"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}