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Traceability shows, in a relationship graph, what a document or contact is connected to: which quotation an invoice came from, what payments it has, which accounting entry it generated and which bank movement it was reconciled with. It lets you audit the origin and destination of a transaction without opening module after module. Go to Traceability in the side menu.

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Find the starting point

1

Type in the search box (minimum 2 characters)

The search finds:
2

Select a result

Each result shows its type with a color. When you choose it, the graph is drawn.
You can also open it directly with the Traceability button that appears in the view of a sale, a customer, an expense, a supplier, a project or an accounting entry.
Once the starting point is chosen, a summary shows how many elements and relationships the graph has, how many resource types appear and the depth used. Below it are the controls (depth, fit to screen and reload).

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Elements shown in the graph

Each node has a color and a shape according to its type (the Legend shows the ones present):

Commercial

Customer, quotation, advance payment, invoice (includes credit and debit notes), collection, withholding voucher, work order and project.

Purchases

Supplier, expense, supplier payment, fixed asset and production.

Accounting and banks

Journal entry, bank movement, bank, card settlement and petty cash movement.

Payroll

Payrolls, when associated with a project or when they have journal entries.

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Relationships shown

The lines between nodes indicate the relationship. The main ones:
Traceability works at the document level. It does not follow batch numbers or individual products; for that, use Batches and Inventory movements.

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Use the graph

Nodes with a dotted border have no detail view (for example, collections, advance payments or withholdings).
If a contact has many documents, the graph is trimmed to 50 elements per relationship and a notice appears. Right-click a node to explore from it. Banks do not expand automatically; you must expand them manually or search for them as a starting point.

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Transmissions of a sale (tax integrations)

Besides the relationship graph, each sale keeps the traceability of the calls to the tax authority: the Ministry of Finance (Hacienda) in El Salvador and SAT in Guatemala, both successful and failed. It lets you audit any document: what was sent, what the authority responded and how long it took. Open the sale’s detail and go to the Transmissions tab.
The tab is only visible to administrators and only in El Salvador and Guatemala branches.
The Detail button opens a panel with the attempt’s information:
  • Request: the JSON sent.
  • Response: the JSON received.
  • XML, when it exists: it can be copied or downloaded with Download XML.
  • The Error message, if the call failed.

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Use cases

Search for the invoice by control number or generation code. The graph shows the source quotation and work order, the customer, the collections received, the withholdings, the associated credit or debit notes and the accounting entries generated.
From the invoice, follow the collection to its journal entry and the reconciled bank movement.
In the sale’s detail, open Transmissions, choose the failed call and review the response and the tax authority’s error message. In El Salvador, the rejected sale is also left as a draft so you can correct and retransmit it.
Search for the entry by code. You see the documents that originated it (even if it is an entry consolidating several documents) and the related bank or petty cash movements.
Start from the project to see its invoices, expenses, work orders and payrolls in one place.
Start from the supplier to see its expenses, payments, fixed assets acquired and productions where those expenses were used.