Floated Documents (SAP Business One)

A draft document is a provisionally saved business transaction in SAP Business One that has not yet been posted to the system. It enables users to save documents temporarily if information is missing or further processing is planned at a later date.

Function and purpose:

Allows you to interrupt document creation and continue working later.
Serves as a document template for recurring transactions.
Reduces errors by checking the data in advance.

Creation and storage:

Receipt is created but not added.
Via the context menu: "Save as parked document".
The voucher window is then reset to add mode.

Access and management:

Recall via reports:
- Purchasing → Purchasing reports → Parked receipts
- Bank processing → Bank reports → Saved payment documents
Search criteria: User, document type, date, status.
Double-click on line to open document for editing or final posting.

Special features:

Saved receipts remain as templates even after they have been added.
Print function available for parked receipts.
Use of series and Batch numbers possible.
Is also used in the Bank statement processing used.

Parked documents in the approval process:

Parked vouchers trigger approval processes.
Status: Parked receipt [Pending], Parked receipt [Authorised], Parked receipt [Rejected].
Authorisations via "Messages/Alarms".
Rejected vouchers can be revised and resubmitted.
Cancelled parked vouchers can no longer be processed.
Preliminary voucher number for vouchers in Approval process.
Restrictions on the processing of authorised documents in the General settings configurable.

Versino Financial Suite

the Versino Financial Suite makes working with draft documents in SAP Business One much more convenient and secure. It offers centralised control, improved workflows, seamless documentation and flexible evaluations.

E-Invoice check by Versino Financial Suite

An e-invoice is quickly generated. SAP Business One includes the XRechnung feature as standard, and those who use cks.eINVOICE or the ...

Versino accounting service

Bookkeeping should run quietly. Vouchers come in, are posted, the VAT return goes out, and the tax advisor also gets a ...

Cash flow planning in SAP Business One: What the Versino Financial Suite does differently

Cash flow planning is considered a done deal in many medium-sized companies. After all, there are bank statements, there are open items, ...

Two free webinars in July: Experience the Versino Financial Suite live

In 90-minute sessions, we'll show you practical ways to harmonise, streamline and automate your accounting in SAP Business One….

E-Invoicing 2026: What is changing now for SMEs and SAP B1 users

The e-invoice has moved beyond the theoretical IT project phase. Since January 2025, the obligation to receive e-invoices applies to all domestic companies — ...