Overview: Filters, actions, and export functionality in the Registrations screen

The Registration screen (Registration > Overview) provides a clear overview of all your registrations. The screen consists of two main components:

• Filters at the top: This allows you to select specific registrations you want to view.
• Registration list at the bottom: An overview of the filtered registrations, where you can perform various actions, either individually or in bulk.

With this guide, you will learn everything about using filters, understanding the list information, and executing actions in this particular screen.

Top section: Filters

The filters at the top of the registration screen help you find specific registrations. You can set the following filters:

• User: Choose whose registrations you wish to view.
• Relation: Select a specific relation.
• Period: Select a period such as "Today," "This month," or set a custom range with start and end dates.
• Type of price list item: Filter by price list item type.
• Task template: Filter registrations based on a specific task template.
• Prospect/Customer/Own Company: Choose whether the registrations pertain to a prospect, customer, or internal activities within your own company.

You can sort and further filter the results directly within the columns of the registration list:

• By Type: Time, Product/Cost, Distance, Absence, or Recuperation.
• By Invoicing attribute: Billable, In fixed amount, Never Invoice, or Invoice.

When an additional filter is applied to a column, the small filter icon next to the column name turns red. This provides a quick visual cue about which extra filters are currently active.

To sort the data in a column, click on the column name. You can sort the data in ascending or descending order. A small triangle next to the column name indicates there’s an active sort and shows the sorting direction.

Advanced filters

If the desired filter option is not visible, click ‘Advanced filters’ to activate additional filtering options, such as labels, invoice date, relation group, assignment template, and more.

Directly available information

Based on the set filters, the following values are automatically displayed at the top of the screen:

• Total time: The total number of hours and minutes of the filtered registrations.
• Average amount per hour: The calculated average hourly rate, determined by dividing the billable amount by the total hours.
• Registered amount: The amount originally registered, regardless of any changes made during invoicing.
• Billable amount: The amount that can be invoiced, calculated solely based on billable registrations in the list.
• Total: The sum of the invoicing amounts for the selected registrations. For unmodified registrations, this equals the registered amount.

Bottom section: Registration list

The registration list displays all registrations that match the set filters. For each registration, the following details are shown:

• Date: The date relevant to the registration.
• User: The person who entered the registration.
• Relation: The relation for whom the registration was created.
• Registration details: Information such as the type of registration (time, costs, distance), start and end times, quantities (hours, products, or kilometers), assignment, task, and other relevant data.
• Billable: Indicates if the registration can be invoiced.
• In fixed amount: Shows if the registration falls within a fixed amount.
• Never invoice: For registrations that should not appear on any invoice (nor invoice proposals).
• Invoice: Indicates whether a registration has been invoiced on a numbered invoice or is listed on an invoice draft (with a clickable link).
• Comment: A text box appears when comments are entered.
  

Adjusting Columns

Use the "Change columns" button at the top of the list to customize which information you want to display.

Action options in the registration screen

Actions per registration

With individual actions, you can edit a single registration. Click on the corresponding button in the 'Actions' column to:

• Non-invoiced registrations: Add it to a new invoice proposal, edit, or delete it.

• Registrations on an invoice draft: Set back to "to invoice" or view.

• Invoiced registrations: Only view (but not edit).

Batch operations

By selecting one or more registrations, you can perform bulk actions:

• Update field: Edit multiple registrations at once, for example, to "Never invoice," "Within the fixed amount," or "Billable."

• Add to invoice draft: Select multiple registrations and add them to an invoice draft in one click.

Add Registration/Absence/Recuperation

In the Registration screen, you can add a new registration or absence, both for yourself and for another user. Follow the steps below depending on the situation.

Add Registration/Absence/Recuperation for yourself

1. Click on 'Add': At the top right of the screen, you will find the green button, 'Add'.
   • Want to add an Absence or Recuperation? Click on the triangle next to 'Add' and select the desired option from the dropdown menu.
2. Fill in the details: Enter all necessary information, such as the type, start and end time, amount, description, communication log, and other relevant details.
3. Save: Click on 'Register' or 'Save' to finalize the registration or absence. The new registration will be added.

Add Registration/Absence/Recuperation for another user

1. Select the user: Use the 'User' filter at the top of the screen and choose the user for whom you wish to add a registration or absence.
2. Click on the triangle next to 'Add': Once you selected the correct user, click on the triangle next to the green 'Add' button at the top right. You'll see options to add a Registration, Absence, or Recuperation.
3. Fill in the details: Provide the necessary details, such as type, duration, assignment, or reason for absence.
4. Save: Click on 'Register' or 'Save' to finalize the registration.

Export to Excel

Export the list of registrations to Excel, based on the filters applied. Additional columns are included in the export, such as:

• Creation date: When the registration was created.
• Created by: The user who entered the registration.
• Last modified: The date when the registration was last modified.
• Last modified by: Who made the last modification.

Registrations automatically generated by AdminPulse will show "[e-mail]" as the user.