Findings across clients
The Najdbe pri strankah (findings across clients) page collects the supplier invoices that look wrong in your clients’ books into one list, instead of looking for them client by client. Find it in the left menu under Servis → Prejeto → Najdbe.
The page corrects nothing and books nothing. Every finding is only a warning: the decision and the correction stay with you, on the client’s document.
The list always stays inside the clients you may open. A firm admin sees every active client. An accountant sees their own portfolio, or, when the firm has switched on the client confidentiality wall, only the clients assigned to them. Another firm’s clients never appear.
Review what looks wrong
Above the list there is a button for each kind of finding, with its count:
- Možen dvojnik (possible duplicate): the same supplier and the same amount within seven days, with an invoice number that does not tell them apart. Two invoices with clearly different numbers, such as a monthly subscription, are not a duplicate.
- Zneski se ne ujemajo (figures do not add up): the total, the VAT or the printed amount does not agree with the lines. The page says which figure differs and by how much. A document whose difference a person already accepted when booking it is not shown. Drafts are not shown, because booking checks them, and neither are the invoices of a normiranec who is not VAT-registered.
- Nenavaden znesek (unusual amount): the invoice is at least four times this supplier’s usual amount over the last year (the median of its invoices in the same currency). An invoice of EUR 5,000 or more from a supplier with fewer than three invoices in the last year is shown too. A supplier that invoices once a quarter is therefore not shown as new. Only invoices issued in the last year are judged.
- Nenavadna stopnja DDV (unusual VAT rate): a line carries a rate Slovenia did not have on the invoice’s issue date. The rate is checked against the date: 9.5 % is correct from 1 July 2013, before that it was 8.5 %. The 8.5 % insurance premium tax is not VAT and is booked at 0 % on import, so it does not appear here.
- Ponovni pregled po popravku uvoza (re-check after an import fix): a re-check after an import fix flagged the invoice and nobody has reviewed it yet.
- Zaključek meseca (month close): for the previous month the client has no imported bank statement, a statement that does not tie out, unmatched bank lines or documents not yet booked. These are the same findings the books close shows; clicking a client opens the books close for that month. This part loads separately, so it can appear a moment after the other findings.
Each row shows the kind of finding, the invoice number, the supplier, what is wrong, the client name, the issue date, the amount and how many days the document has been in the books. Documents entered in the last 90 days are checked, whatever their issue date. Findings of the re-check after an import fix are shown whatever their age.
Narrow the list
Click a kind button to keep only that kind of finding, or Vse for all of them. Use the Filtriraj po stranki dropdown to keep one client’s findings. The counts on the buttons do not change when you choose a kind.
Open the document
Click a row. The supplier invoice opens in that client’s books, the same way choosing a client from the client list does. Correct or confirm the invoice there as usual. Once the document is corrected, the finding is gone the next time you open the page. Return to the firm from the accountant toolbar.