Difference between revisions of "Contents"
From 1Archive help
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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]] | ||
| Line 31: | Line 34: | ||
** [[Validating_invoices#Using_aliases|Using aliases]] | ** [[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]] |
* [[Handling invoices in exception handling]] | * [[Handling invoices in exception handling]] | ||
* [[Add document]] | * [[Add document]] | ||
* [[Handling invoices in the list]] | * [[Handling invoices in the list]] | ||
* [[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]] | ||
| − | |||
* [[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# | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
* [[Dashboard]] | * [[Dashboard]] | ||
* [[Reports]] | * [[Reports]] | ||
* [[User management]] | * [[User management]] | ||
| − | * [[ | + | * [[Settings]] |
| − | |||
* [[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
