Handling invoices in the list - Revision history

Nele.scherrens: /* Book document */

2017-09-19T11:53:16Z

‎Book document

Nele.scherrens at 09:27, 27 June 2017

2017-06-27T09:27:07Z

Nele.scherrens at 13:19, 27 March 2017

2017-03-27T13:19:42Z

Nele.scherrens at 08:57, 27 March 2017

2017-03-27T08:57:08Z

Onea: /* Book document */

2016-11-04T07:57:09Z

‎Book document

Onea: /* Book a document */

2016-10-19T11:01:35Z

‎Book a document

Onea at 11:01, 19 October 2016

2016-10-19T11:01:23Z

Onea at 14:36, 11 August 2014

2014-08-11T14:36:32Z

Onea at 14:35, 25 November 2013

2013-11-25T14:35:40Z

Onea at 12:59, 21 November 2013

2013-11-21T12:59:44Z

@@ Line 36: / Line 36: @@
 ==Book document==
 Booking can be done document per document, or by selecting multiple documents at once. <br/>
-To book one single document via the list, click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button next to the concerned document for your environment.<br/>
+To book one single document via the list, click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] [[image:book.png|link=]] "Book" button next to the concerned document for your environment.<br/>
-To book multiple documents, select them via the checkboxes [[image:unselected.png|link=]] [[image:selected.png|link=]] and click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button on the left side of the page.
+To book multiple documents, select them via the checkboxes [[image:unselected.png|link=]] [[image:selected.png|link=]] and click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] [[image:book.png|link=]] "Book" button on the left side of the page.
-<br/>{{note|When selecting no document(s) and clicking the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button on the left side of the screen, <u>'''ALL'''</u> documents will be booked.}}
+<br/>{{note|When selecting no document(s) and clicking the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] [[image:book.png|link=]] "Book" button on the left side of the screen, <u>'''ALL'''</u> documents will be booked.}}
 ==Last approvers==

← Older revision		Revision as of 09:27, 27 June 2017
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	To book multiple documents, select them via the checkboxes [[image:unselected.png\|link=]] [[image:selected.png\|link=]] and click the [[image:exact.png\|link=]] [[image:octopus.png\|link=]] [[image:venice.png\|link=]] "Book" button on the left side of the page.		To book multiple documents, select them via the checkboxes [[image:unselected.png\|link=]] [[image:selected.png\|link=]] and click the [[image:exact.png\|link=]] [[image:octopus.png\|link=]] [[image:venice.png\|link=]] "Book" button on the left side of the page.
	<br/>{{note\|When selecting no document(s) and clicking the [[image:exact.png\|link=]] [[image:octopus.png\|link=]] [[image:venice.png\|link=]] "Book" button on the left side of the screen, <u>'''ALL'''</u> documents will be booked.}}		<br/>{{note\|When selecting no document(s) and clicking the [[image:exact.png\|link=]] [[image:octopus.png\|link=]] [[image:venice.png\|link=]] "Book" button on the left side of the screen, <u>'''ALL'''</u> documents will be booked.}}
		+
		+	==Last approvers==
		+	In the list with documents there is a column in the back "Last approvers". This field shows the last approver(s) which handled the document.<br/>
		+	This also takes every side-step into account. So if user A send a document in side-step, user A will be mentioned as last approver.
		+	<br/>{{note\|Informative steps are not considered!}}

← Older revision		Revision as of 13:19, 27 March 2017
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	The archivelist in 1Archive contains different functionalities. Below those are explained.		The archivelist in 1Archive contains different functionalities. Below those are explained.
−
−	~~==Select documents for all companies==~~
−	~~To be able to view all documents for all the companies you have rights for, leave the [[image:company.png\|link=]] "Company" field empty.<br/>~~
−	~~See "''[[Selecting_a_company\|Selecting a company]]''" for where to find this field and how to edit it.~~

	==Validation indication==		==Validation indication==

← Older revision		Revision as of 08:57, 27 March 2017
Line 1:		Line 1:
	The archivelist in 1Archive contains different functionalities. Below those are explained.		The archivelist in 1Archive contains different functionalities. Below those are explained.
		+
		+	==Select documents for all companies==
		+	To be able to view all documents for all the companies you have rights for, leave the [[image:company.png\|link=]] "Company" field empty.<br/>
		+	See "''[[Selecting_a_company\|Selecting a company]]''" for where to find this field and how to edit it.

	==Validation indication==		==Validation indication==

@@ Line 36: / Line 36: @@
 ==Book document==
 Booking can be done document per document, or by selecting multiple documents at once. <br/>
-To book one single document via the list, click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button for your environment.<br/>
+To book one single document via the list, click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button next to the concerned document for your environment.<br/>
 To book multiple documents, select them via the checkboxes [[image:unselected.png|link=]] [[image:selected.png|link=]] and click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button on the left side of the page.

@@ Line 1: / Line 1: @@
-__FORCETOC__
+The archivelist in 1Archive contains different functionalities. Below those are explained.
 ==Validation indication==
-To select the invoice for validation, you can select following icon at the beginning of the invoice list.
+Some of the action buttons that are available in the document, see ''[[Validating_invoices#Action_buttons_available_for_validating_invoices|"Action buttons available for validating invoices"]]'' for more, are also available in the list of documents in the archive. These buttons are located at the beginning of the list.<br/>
-* [[image:view_ok.png|link=]]: View this document. The document was already validated correctly but still you are able to change any field in this invoice.
+<br/>
-* [[image:view_notok.png|link=]]: View this document. The document was already validated incorrectly so still further validation is needed before you are able to send this invoice into flow.
+Invoices can be selected for validation by clicking the magnifier icon. Depending upon the color of it, the document is valid or not.
-When importing an invoice to KIS, a validation check is immediately performed on the invoice. Depending on the outcome of this check, an invoice can be marked as valid or invalid. <br/>This validation status is visible in the list view. The magnifier icon which is in front of the row to open the document, colors red [[image:view_notok.png|link=]] when the invoice is invalid. <br/>Invalid means: it contains errors or some of the fields are in doubt – multiple values possible or field needs to be entered). <br/>The magnifier icon colors green [[image:view_ok.png|link=]] when the document is entirely valid.
+<br/>{{info|Having invalid fields means that the fields contain errors or that they are in doubt (which means that multiple values for that field are available).}}<br/>
+{{note|An invalid document can be validated by correcting all the red/yellow fields and saving the document. After saving, the icon turns green.}}
 ==Edit documents==
+The archivelist also has a functionality to quickly edit fields in documents. This is done by clicking [[image:edit.png|link=]] "Edit documents"in the left sidebar.<br/>
-You can change data of the documents in the list by clicking on [[image:edit.png|link=]] (Edit documents) in the left pane. In the list you can edit the data of the invoice. <br/>You can only edit documents if they are in the workflow status Validation or Exception
+Following fields are editable:
 * Journal
 * Invoice type
-* Year
+* Period
 ==Cancel document==
-To cancel a document you can cancel them one by one or in group.<br/>
+==Book a document==
-To cancel them one by one, click on [[image:remove.png|link=]] (Cancel document) on the invoice line in the list.<br/>
+Booking can be done document per document, or by selecting multiple documents at once. <br/>
-To cancel multiple invoices, select the invoices in the list by selecting [[image:selected.png|link=]] for each document you want to cancel <br/>and click on [[image:remove.png|link=]] (Cancel document) located in the left part of the Archive view.<br/>
+To book one single document via the list, click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button for your environment.<br/>
-You can also select all invoices by clicking the [[image:unselected.png|link=]] box next to the label bar.
+To book multiple documents, select them via the checkboxes [[image:unselected.png|link=]] [[image:selected.png|link=]] and click the [[image:exact.png|link=]] [[image:octopus.png|link=]] [[image:venice.png|link=]] "Book" button on the left side of the page.

@@ Line 4: / Line 4: @@
 ==Edit documents==
-You can change data of the documents in the list by clicking on [[image:edit.png]] (Edit documents) in the left pane. In the list you can edit the data of the invoice. <br/>You can only edit documents if they are in the workflow status Validation or Exception
+You can change data of the documents in the list by clicking on [[image:edit.png|link=]] (Edit documents) in the left pane. In the list you can edit the data of the invoice. <br/>You can only edit documents if they are in the workflow status Validation or Exception
-You can change the fields by clicking on [[image:listPicker.png]] or type the code or name. Following fields are editable:
+You can change the fields by clicking on [[image:listPicker.png|link=]] or type the code or name. Following fields are editable:
 * Journal
@@ Line 14: / Line 14: @@
 * VAT period
-When you are finished with editing the invoices click on [[image:save.png]] (Save document changes) to save your changes or click on [[image:back.png]] (Cancel document changes) to cancel your changes.
+When you are finished with editing the invoices click on [[image:save.png|link=]] (Save document changes) to save your changes or click on [[image:back.png|link=]] (Cancel document changes) to cancel your changes.
@@ Line 23: / Line 23: @@
 To cancel a document you can cancel them one by one or in group.<br/>
-To cancel them one by one, click on [[image:remove.png]] (Cancel document) on the invoice line in the list.<br/>
+To cancel them one by one, click on [[image:remove.png|link=]] (Cancel document) on the invoice line in the list.<br/>
-To cancel multiple invoices, select the invoices in the list by selecting [[image:selected.png]] for each document you want to cancel <br/>and click on [[image:remove.png]] (Cancel document) located in the left part of the Archive view.<br/>
+To cancel multiple invoices, select the invoices in the list by selecting [[image:selected.png|link=]] for each document you want to cancel <br/>and click on [[image:remove.png|link=]] (Cancel document) located in the left part of the Archive view.<br/>
-You can also select all invoices by clicking the [[image:unselected.png]] box next to the label bar.
+You can also select all invoices by clicking the [[image:unselected.png|link=]] box next to the label bar.
 ==Set document ready for download==
 To set a document ready for download you can do it one by one or in group.<br/>
-To set multiple invoices ready for download, select the invoices in the list by selecting [[image:selected.png]] for each document you want to transfer <br/>and click on [[image:send.png]] (Set ready for download) located in the left part of the Archive view.<br/>
+To set multiple invoices ready for download, select the invoices in the list by selecting [[image:selected.png|link=]] for each document you want to transfer <br/>and click on [[image:send.png|link=]] (Set ready for download) located in the left part of the Archive view.<br/>
-You can also select all invoices by clicking the [[image:unselected.png]] box next to the label bar.
+You can also select all invoices by clicking the [[image:unselected.png|link=]] box next to the label bar.