Validating invoices - Revision history

Onea at 15:00, 16 February 2021

2021-02-16T15:00:16Z

2019-01-30T14:34:40Z

‎Changing the company of a document

2018-10-26T11:59:39Z

‎Handling related documents

2018-10-26T11:58:26Z

‎Adding, editing and deleting posting data in the document view

2018-08-07T07:51:32Z

‎Changing the company of a document

2018-07-27T09:06:19Z

‎Selecting individual invoices for validation

2018-06-22T13:12:22Z

2018-06-22T12:33:16Z

‎Selecting the appropriate document type

2018-04-12T09:22:28Z

‎Editing suppliers/customers

2018-03-23T14:49:30Z

‎Creating posting lines with Excel

@@ Line 287: / Line 287: @@
 ** '''Driver''': the driver which is linked to the selected license plate. '''This field is not editable.'''
 ** '''Quantities''': define the quantities of the products for this line.
 <br/>Navigating between the different fields is the easiest using the TAB key on your keyboard.<br/>

@@ Line 714: / Line 714: @@
 ==Changing the company of a document==
-<br/>{{warning|This button is only available for NIS users!}} <br/>
+<br/>{{warning|This button is only available for NIS and Connected users!}} <br/>
 This button is used when a document needs to be changed from one company to another. When clicking it, you get a pop-up window where you can choose the right company.<br/>
 <br/>[[image:change_company.png|link=]]<br/>

@@ Line 692: / Line 692: @@
 Related documents are handled via the [[image:fieldsRelated.png|link=]] "Related documents" tab.<br/>
 <br/>
-In case an '''e-invoice''' enters 1Archive via mail, all attachments of that mail are added to the related documents of the invoice.<br/>
+In case a document enters 1Archive via mail, all attachments of that mail are added to the related documents of the invoice.<br/>
 If there are related documents available, this is indicated on the tab. [[image:related_documents_indication.png|link=]]<br/>
 <br/>

@@ Line 278: / Line 278: @@
 ** '''VAT code''': the VAT code used for the line.
 ** '''Department''': the department for which you would like to book the line.
 ** '''Customer''': the customer for which you would like to book the line.
 ** '''Billable''': is the invoice billable or not?
-** '''Product segment''': the product segment for which you would like to book the line.
+** '''Related asset''': the related asset for which you would like to book the line.
-** '''Product line''': the product line for which you would like to book the line.
+** '''License plate''': the license plate for which you would like to book the line.
+** '''Driver''': the driver which is linked to the selected license plate. '''This field is not editable.'''
 <br/>Navigating between the different fields is the easiest using the TAB key on your keyboard.<br/>

← Older revision		Revision as of 07:51, 7 August 2018
Line 718:		Line 718:

	<br/>{{warning\|When clicking "Ok", make sure you click "Save" and save the document! Otherwise the change of the company will not be saved!}}		<br/>{{warning\|When clicking "Ok", make sure you click "Save" and save the document! Otherwise the change of the company will not be saved!}}
		+	<br/>{{info\|Please note that the document will disappear in the documents to validate for the old company when you click the "Save" button. From then on, it will be available for validation in the new company.}}

← Older revision		Revision as of 09:06, 27 July 2018
Line 31:		Line 31:

	<br/> {{note\|When a document appears invalid, this means it contains errors or some of the fields are in doubt. Reasons could be multiple possibilities for a field, or a required field was not recognized so you need to enter it manually, ...}}<br/>		<br/> {{note\|When a document appears invalid, this means it contains errors or some of the fields are in doubt. Reasons could be multiple possibilities for a field, or a required field was not recognized so you need to enter it manually, ...}}<br/>
		+
		+	{{info\|When a document is processed by another user, it is indicated as locked by the [[image:lock.png\|link=]] "Document is locked by $USER" button. The document can still be opened (unless the "Skip locked documents" setting is turned on), but will be readonly.}}<br/>

	When you open an invalid document, and you make it valid by fixing all errors, the magnifier icon will turn green after pressing the [[image:save.png\|link=]] "Save" button.		When you open an invalid document, and you make it valid by fixing all errors, the magnifier icon will turn green after pressing the [[image:save.png\|link=]] "Save" button.

@@ Line 11: / Line 11: @@
 * '''EIS''':
 ** VAT statement
-** PO request
+** PO request (see "[[PO_request_and_matching|PO request and matching]]")
 * '''VIS''':
 ** Coda
-** PO request
+** PO request (see "[[PO_request_and_matching|PO request and matching]]")
 * '''EIS''', '''OIS''', '''VIS''' and '''Connected'''
 ** Outgoing invoices

← Older revision		Revision as of 09:22, 12 April 2018
Line 185:		Line 185:

	<br/>{{warning\|When editing a field inside 1Archive and sending the invoice to the accountancy package, the updated field will be sent too. So the accountancy package will contain the updated field too.}}		<br/>{{warning\|When editing a field inside 1Archive and sending the invoice to the accountancy package, the updated field will be sent too. So the accountancy package will contain the updated field too.}}
		+
		+	<br/>{{warning\|When editing a supplier/customer in '''OIS''', make sure you use the "Synchroniseren" button in the "Dossier" menu in Octopus. Otherwise your changes made in OIS will not be available in Octopus!
		+	<br/>[[image:sync_dossier_octopus.png\|link=]]}}

	===Adding new suppliers/customers===		===Adding new suppliers/customers===

@@ Line 307: / Line 307: @@
 # Paste the lines in 1Archive
 <br/>{{warning|Make sure you use the <u>'''code'''</u> of the lookup list item value (account, dimensions, ...)!}}<br/>
 '''Example'''