Difference between revisions of "Contents"
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* [[Introduction]] | * [[Introduction]] | ||
* [[General process overview]] | * [[General process overview]] | ||
| − | * [[Logon to | + | * [[Maintenance and announcements]] |
| + | * [[Logon to 1Archive]] | ||
* [[Welcome view]] | * [[Welcome view]] | ||
| − | * [[ | + | * [[Working with companies]] |
| + | * [[Creating a company]] | ||
| + | * [[Synchronization with the accountancy package]] | ||
* [[Document flow]] | * [[Document flow]] | ||
* [[Capturing invoice data]] | * [[Capturing invoice data]] | ||
| − | ** [[Capturing_invoice_data# | + | ** [[Capturing_invoice_data#Capturing_paper_invoices_by_webscanning|Capturing paper invoices by webscanning]] |
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** [[Capturing_invoice_data#Capturing_the_images_by_file_import|Capturing the images by file import]] | ** [[Capturing_invoice_data#Capturing_the_images_by_file_import|Capturing the images by file import]] | ||
** [[Capturing_invoice_data#Separation_validation|Separation validation]] | ** [[Capturing_invoice_data#Separation_validation|Separation validation]] | ||
** [[Capturing_invoice_data#Release_to_recognition_server|Release to recognition server]] | ** [[Capturing_invoice_data#Release_to_recognition_server|Release to recognition server]] | ||
| + | ** [[Capturing_invoice_data#File upload|File upload]] | ||
| + | ** [[Capturing_invoice_data#Mail|Mail]] | ||
| + | ** [[Capturing_invoice_data#E-invoicing|E-invoicing]] | ||
* [[Recognition process]] | * [[Recognition process]] | ||
* [[Validating invoices]] | * [[Validating invoices]] | ||
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** [[Validating_invoices#Selecting_individual_invoices_for_validation|Selecting individual invoices for validation]] | ** [[Validating_invoices#Selecting_individual_invoices_for_validation|Selecting individual invoices for validation]] | ||
** [[Validating_invoices#Invoice_validation_view|Invoice validation view]] | ** [[Validating_invoices#Invoice_validation_view|Invoice validation view]] | ||
| − | ** [[Validating_invoices# | + | ** [[Validating_invoices#Adding_and_editing_header_invoice_data_in_the_document_view|Adding and editing header invoice data in the document view]] |
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** [[Validating_invoices#Adding.2C_editing_and_deleting_posting_data_in_the_document_view|Adding, editing and deleting posting data in the document view]] | ** [[Validating_invoices#Adding.2C_editing_and_deleting_posting_data_in_the_document_view|Adding, editing and deleting posting data in the document view]] | ||
| − | ** [[Validating_invoices# | + | ** [[Validating_invoices#Managing_templates_for_posting_lines|Managing templates for posting lines]] |
| − | + | ** [[Validating_invoices#Adding.2C_editing_and_deleting_detail_line_data_in_the_document_view|Adding, editing and deleting detail line data in the document view]] | |
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** [[Validating_invoices#Action_buttons_available_for_validating_invoices|Action buttons available for validating invoices]] | ** [[Validating_invoices#Action_buttons_available_for_validating_invoices|Action buttons available for validating invoices]] | ||
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** [[Validating_invoices#Automatic_header_data_checks|Automatic header data checks]] | ** [[Validating_invoices#Automatic_header_data_checks|Automatic header data checks]] | ||
** [[Validating_invoices#Auto_completion_rules|Auto completion rules]] | ** [[Validating_invoices#Auto_completion_rules|Auto completion rules]] | ||
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** [[Validating_invoices#Adding_comments_to_invoices|Adding comments to invoices]] | ** [[Validating_invoices#Adding_comments_to_invoices|Adding comments to invoices]] | ||
| + | ** [[Validating_invoices#Handling_the_attachments|Handling the attachments]] | ||
| + | ** [[Validating_invoices#Handling_related_documents|Handling related documents]] | ||
| + | ** [[Validating_invoices#Handling_images|Handling images]] | ||
| + | ** [[Validating_invoices#Using_aliases|Using aliases]] | ||
* [[Validating samples: Special cases]] | * [[Validating samples: Special cases]] | ||
| − | ** [[Validating_samples:_Special_cases# | + | ** [[Validating_samples:_Special_cases#Financial_discount|Financial discount]] |
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* [[Handling invoices in exception handling]] | * [[Handling invoices in exception handling]] | ||
* [[Add document]] | * [[Add document]] | ||
* [[Handling invoices in the list]] | * [[Handling invoices in the list]] | ||
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* [[Invoices in Waiting feedback]] | * [[Invoices in Waiting feedback]] | ||
| − | * [[ | + | * [[Invoices in "Ready for download"]] |
| + | * [[Invoices in "Ended"]] | ||
| + | * [[Fields sent to the accountancy package]] | ||
| + | * [[My documents]] | ||
* [[All documents]] | * [[All documents]] | ||
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* [[Performing support tasks]] | * [[Performing support tasks]] | ||
** [[Performing_support_tasks#Searching_for_invoices|Searching for invoices]] | ** [[Performing_support_tasks#Searching_for_invoices|Searching for invoices]] | ||
** [[Performing_support_tasks#Using_wildcards|Using wildcards]] | ** [[Performing_support_tasks#Using_wildcards|Using wildcards]] | ||
| − | ** [[Performing_support_tasks# | + | ** [[Performing_support_tasks#Exporting_documents_to_Excel|Exporting documents to Excel]] |
| − | + | ** [[Performing_support_tasks#Exporting_documents_to_PDF|Exporting documents to PDF]] | |
| − | + | ** [[Performing_support_tasks#Exporting_documents_to_XML|Exporting documents to XML]] | |
| − | ** [[Performing_support_tasks# | + | ** [[Performing_support_tasks#Exporting_documents_to_Zip|Exporting documents to Zip]] |
| − | ** [[Performing_support_tasks# | + | ** [[Performing_support_tasks#Exporting_documents_to_UBL|Exporting documents to UBL]] |
| − | ** [[Performing_support_tasks# | + | ** [[Performing_support_tasks#Mail_as_PDF|Mail as PDF]] |
| − | ** [[Performing_support_tasks# | ||
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* [[Dashboard]] | * [[Dashboard]] | ||
* [[Reports]] | * [[Reports]] | ||
* [[User management]] | * [[User management]] | ||
| − | * [[ | + | * [[Settings]] |
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* [[Appendixes]] | * [[Appendixes]] | ||
Latest revision as of 13:45, 23 March 2018
- Introduction
- General process overview
- Maintenance and announcements
- Logon to 1Archive
- Welcome view
- Working with companies
- Creating a company
- Synchronization with the accountancy package
- Document flow
- Capturing invoice data
- Recognition process
- Validating invoices
- Selecting the appropriate document type
- Selecting individual invoices for validation
- Invoice validation view
- Adding and editing header invoice data in the document view
- Adding, editing and deleting posting data in the document view
- Managing templates for posting lines
- Adding, editing and deleting detail line data in the document view
- Action buttons available for validating invoices
- Automatic header data checks
- Auto completion rules
- Adding comments to invoices
- Handling the attachments
- Handling related documents
- Handling images
- Using aliases
- Validating samples: Special cases
- Handling invoices in exception handling
- Add document
- Handling invoices in the list
- Invoices in Waiting feedback
- Invoices in "Ready for download"
- Invoices in "Ended"
- Fields sent to the accountancy package
- My documents
- All documents
- Performing support tasks
- Dashboard
- Reports
- User management
- Settings
- Appendixes
