Difference between revisions of "Welcome view"
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* [[image:Picture 10]](First page) go to the first page of the list. | * [[image:Picture 10]](First page) go to the first page of the list. | ||
* [[image:Picture 13]](Previous page) go to the previous page. | * [[image:Picture 13]](Previous page) go to the previous page. | ||
| − | * [[image: | + | * [[image:lastPage.png]] (Last page) go to the last page of the list. |
* [[image:Picture 12]](Next page) go to the next page. | * [[image:Picture 12]](Next page) go to the next page. | ||
Revision as of 09:53, 30 October 2013
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 can also close your browser.
Next to the icon 12x12px 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.
Use following icons to move around:
- File:Picture 10(First page) go to the first page of the list.
- File:Picture 13(Previous page) go to the previous page.
- File:LastPage.png (Last page) go to the last page of the list.
- File:Picture 12(Next page) go to the next page.
15x15px (Reload) is used for refreshing the screen do not use F5.
With the following icon 15x15px (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.
Note: that in “[ All documents]” view 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 ScanPRO.
- “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 two subtasks :
- “To Validate”: invoices to be validated and booked.
- “Exception handling”: invoices in status invalid, which need special attention.
- “My tasklist” is subdivided in two subtasks :
- 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.
By clicking on the tab you get the specific selection of invoices in that status.
Note: the number displayed after the tab indicates the number of invoices to be handled.
- “Wait for feedback”, invoices sent to the accountancy 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.
Note: in this section you can only view the invoices, not process them.
- Add document: adding manually an invoice for processing.
- Following tabs are used for handling invoices in the list:
-
Export to Excel -
Export to PDF -
Export to Zip
