Difference between revisions of "Welcome view"

Revision as of 21:21, 22 February 2016

At the right top of the welcome view you see the username which is logged in. You can change your account setting via “My account”, and you are able to choose a specific language: English, Dutch or French.

With “Logout” you can logout the application, or you just close your browser.

Next to the icon you see in which “Company” you are working.

Under the “company” name you can find information of how much data (pages) the archive or a specific list contains.

Each page contains maximum 20 documents.

Use following icons to move around:

• (First page) go to the first page of the list.
• (Previous page) go to the previous page.
• (Last page) go to the last page of the list.
• (Next page) go to the next page.

(Reload) is used for refreshing the screen.

With the following icon (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.

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

At the left top of the welcome view, there is a row with tabs:

• “Dashboard”, gives you a statistical overview of the documents in 1Archive.
• “Webscanning”, for launching the web scanning task.
• “Archive”, containing different tasks and the archive view on all documents.

By clicking on a tab you can switch from activity.

When selecting the “Archive” tab you see on the left side following sub menu:

• “My tasklist”
  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.
  “My tasklist” is subdivided in three subtasks:
  • “To Validate”: invoices to be validated and booked.
  • “Exception handling”: invoices in status invalid, which need special attention.
  • "Booking errors": invoices which are sent to the accounting system, but didn't pass the validation and returned without been booked (no voucher number).

By clicking on the tab you get the specific selection of invoices in that status.

The number displayed after the tab indicates the number of invoices to be handled.

• “Wait for feedback”, invoices sent to the accounting package and waiting to receive back a voucher number and date.
• “All documents”, containing all invoices, to be booked, waiting for voucher data, fully processed invoices.

In this section you can only view the invoices, no action can be done.

• “Add document”: adding manually an invoice for processing.
• Following tabs are used for handling invoices in the list:
  • “ Edit documents”
  • “Set ready for download”
  • “Cancel document”
• “Export to Excel”
• “Export to PDF”
• “Export to Zip”