Difference between revisions of "Contents"

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
  • Capturing paper invoices by webscanning
  • Capturing the images by file import
  • Separation validation
  • Release to recognition server
  • File upload
  • Mail
  • E-invoicing
• 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
  • Financial discount
• 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
  • Searching for invoices
  • Using wildcards
  • Exporting documents to Excel
  • Exporting documents to PDF
  • Exporting documents to XML
  • Exporting documents to Zip
  • Exporting documents to UBL
  • Mail as PDF
• Dashboard
• Reports
• User management
• Settings
• Appendixes