Difference between revisions of "Welcome view"

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At the right top of the welcome view you see the username which is logged in. You can change your account setting via “[[User_management|My account]]”, and you are able to choose a specific language: English, Dutch or French.
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In the upper right corner of the welcome view you have different links to click on:
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* '''Help''': opens the wiki.
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* '''Logout (username)''': allows the current user to log off.
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* '''My account''': gives you access to the different [[User management|user settings]].
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* '''Settings''': gives you access to some [[Settings|company settings]]. '''Only available for super accountant users!'''
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* '''en | nl | fr''': allows you to choose a specific language (English, Dutch or French).
  
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With “Logout” you can logout the application, or you just close your browser.
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<br/>
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On the left side of the screen, right below the logo, there is a menu with 3 different menu-items:
  
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Next to the icon [[image:company.png]] you see in which “[[Selecting a company|Company]]” you are working.
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* "[[Capturing_invoice_data#Capturing_paper_invoices_by_web_scanning|Document loader]]": for launching the webscanning task or other import methods.
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* "[[Validating_invoices|Archive]]”: an overview of all the documents available in the archive, along with some tasks (on the left side).
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* "[[Reports]]": gives you the possibility to create a report of certain data in 1Archive.
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* "[[Nomadesk]]": view all the files which are available in your Nomadesk vault.
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<br/>
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The '''EIS''' and '''OIS''' environments have an extra menu item, which is located at the first position:
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* "[[Dashboard]]": gives you a statistical overview of the documents in 1Archive.
  
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Under the “company” name you can find information of how much data (pages) the archive or a specific list contains.
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<br/>
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On the right side of the menu, you can see in which company you are working. Next to that, you see the [[image:company.png|link=]] "Company" icon. This button allows you to select a different [[Selecting a company|company]].
  
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Use following icons to move around:
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<br/>When selecting '''"Archive"''' in the menu, a screen with everything that's related to your digital archive appears.<br/>
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On the left side, there is a menu with different options which are described [[Left sidebar|here]].
  
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*  [[image:blockFirst.png]](First page) go to the first page of the list.
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<br/>
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*  [[image:blockPrevious.png]](Previous page) go to the previous page.
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Next to the left sidebar, you can see a list with documents. Which documents you see depends on the item you selected on the left.
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*  [[image:blockLast.png]] (Last page) go to the last page of the list.
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<br/>{{info|Each page contains up to 20 documents.}}<br/>
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*  [[image:blockNext.png]](Next page) go to the next page.
 
  
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[[image:BlockReload.png]] (Reload) is used for refreshing the screen.
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Use following buttons to move around in the list:
  
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With the following icon [[image:thumbnail.png]] (Toggle the document preview), you can set on or off the thumbnails, displaying the first image of the invoice as a thumbnail in the list.
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* [[image:blockFirst.png|link=]] '''"First page"''': go to the first page of the list.
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* [[image:blockPrevious.png|link=]] '''"Previous page"''': go to the previous page of the list.
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* [[image:blockLast.png|link=]] '''"Last page"''': go to the last page of the list.
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* [[image:blockNext.png|link=]] '''"Next page"''': go to the next page of the list.
  
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'''Note: '''That in “[[All documents|All documents]]” view you can limit your view of the invoices into ‘Since last visit’, ‘Last 3 months’, ‘Last 6 months’  or ‘All’.
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[[image:BlockReload.png|link=]] "Reload" is used for refreshing the list.
  
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At the left top of the welcome view, there is a row with tabs:
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<br/>On the right side, you can see a preview of the first image of the invoice using the [[image:thumbnail.png|link=]] "Toggle the document preview" button. Together with the document preview, the comments also appear.
  
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* “Dashboard”, gives you a statistical overview of the documents in ScanPRO.
 
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* “[[Capturing_invoice_data#Capturing_paper_invoices_by_web_scanning|Webscanning]]”, for launching the web scanning task.
 
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* “Archive”, containing different tasks and the archive view on all documents.
 
  
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By clicking on a tab you can switch from activity.
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{{Note|In “''[[All documents|All documents]]''”, you can limit your view of the invoices into ''"Since last visit"'', ''"Last 3 months"'', ''"Last 6 months"'' or ''"All"''.}}
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When selecting the “Archive” tab you see on the left side following sub menu:
 
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* “My tasklist”
 
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** The “Task list” displays the actual work list for the accountant for the selected company and document type. This means the incoming or outgoing invoices to be validated and booked.
 
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*** “My tasklist” is subdivided in two subtasks :
 
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**** “To Validate”: invoices to be validated and booked.
 
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**** “Exception handling”: invoices in status invalid, which need special attention.
 
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By clicking on the tab you get the specific selection of invoices in that status.
 
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'''Note: '''The number displayed after the tab indicates the number of invoices to be handled.
 
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* “Wait for feedback”, invoices sent to the accounting package and waiting to receive back a voucher number and date.
 
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* “All documents”, containing all invoices, to be booked, waiting for voucher data, fully processed invoices.
 
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'''Note:''' In this section you can only view the invoices, '''not '''process them.
 
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* “Add document”: adding manually an invoice for processing.
 
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* Following tabs are used for [ handling invoices in the list]:
 
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** [[image:edit.png]] “ Edit documents”
 
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** [[image:send.png]] “Set ready for download”
 
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** [[image:remove.png]] “Cancel document”
 
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* [[image:pageXls.png]] “[ Export to Excel]”
 
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* [[image:pagePdf.png]] “[ Export to PDF]”
 
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* [[image:zip.png]]  “[ Export to Zip]”
 

Latest revision as of 13:20, 23 June 2017

In the upper right corner of the welcome view you have different links to click on:

  • Help: opens the wiki.
  • Logout (username): allows the current user to log off.
  • My account: gives you access to the different user settings.
  • Settings: gives you access to some company settings. Only available for super accountant users!
  • en | nl | fr: allows you to choose a specific language (English, Dutch or French).


On the left side of the screen, right below the logo, there is a menu with 3 different menu-items:

  • "Document loader": for launching the webscanning task or other import methods.
  • "Archive”: an overview of all the documents available in the archive, along with some tasks (on the left side).
  • "Reports": gives you the possibility to create a report of certain data in 1Archive.
  • "Nomadesk": view all the files which are available in your Nomadesk vault.


The EIS and OIS environments have an extra menu item, which is located at the first position:

  • "Dashboard": gives you a statistical overview of the documents in 1Archive.


On the right side of the menu, you can see in which company you are working. Next to that, you see the Company.png "Company" icon. This button allows you to select a different company.


When selecting "Archive" in the menu, a screen with everything that's related to your digital archive appears.
On the left side, there is a menu with different options which are described here.


Next to the left sidebar, you can see a list with documents. Which documents you see depends on the item you selected on the left.


Info.png Each page contains up to 20 documents.

Use following buttons to move around in the list:

  • BlockFirst.png "First page": go to the first page of the list.
  • BlockPrevious.png "Previous page": go to the previous page of the list.
  • BlockLast.png "Last page": go to the last page of the list.
  • BlockNext.png "Next page": go to the next page of the list.

BlockReload.png "Reload" is used for refreshing the list.


On the right side, you can see a preview of the first image of the invoice using the Thumbnail.png "Toggle the document preview" button. Together with the document preview, the comments also appear.


Note.png In “All documents”, you can limit your view of the invoices into "Since last visit", "Last 3 months", "Last 6 months" or "All".
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