Difference between revisions of "Mobile scanning"

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(Frequently Asked Questions (FAQ))
(Frequently Asked Questions (FAQ))
 
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Your request will be submitted to the accountant and/or Onea support. Once they have accepted or denied your request, you will receive an email and you should have access to the requested companies.
 
Your request will be submitted to the accountant and/or Onea support. Once they have accepted or denied your request, you will receive an email and you should have access to the requested companies.
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==I have to login every time I go to app.onea.be on my iPhone==
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Make sure private browsing is disabled in safari
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[[File:Iphone7-ios11-private-browsing-off.png]]
  
 
= API =
 
= API =
  
 
Documentation for the REST API of the Mobile App can be found at https://dev.onea.be/api/mobileapp
 
Documentation for the REST API of the Mobile App can be found at https://dev.onea.be/api/mobileapp

Latest revision as of 09:52, 10 April 2018

1 General

To make use of our mobile app, go to https://app.onea.be.

1.1 Login

Enter your username and password in the available textboxes and click the "Login" button.
App login.png

1.2 Register

In the above screen, click the "Register" button. In the screen that appears, enter the needed information and click the "Register" button.

App register user.png
App register user company.png

1.3 Archive

1.3.1 Document statuses

Each document in the archive is assigned a color which indicates its status. Each color has its own specific meaning:

  • Orange: the document has been successfully received and is currently being processed by the accountant.
  • Green: the document has been validated and booked by the accountant.
  • Red: something went wrong (technical error) while processing the document.
  • Blue: the document has been cancelled by the accountant (in 1Archive) or by the user (in case of an error)


App archive.png

2 Frequently Asked Questions (FAQ)

2.1 How do I add a supplier to the camera page?

When you take a picture to upload to 1Archive, you need to select a supplier. By default, this list of suppliers will be empty.

Mobile app faq camera screen suppliers empty.png

If you want to add a supplier to this list, you need to open the mobile settings tab for the given supplier. To do this follow the steps below:

  • Log into your 1Archive environment (e.g. EIS) and go the Archive.
  • Open a document that contains the supplier you want to add to the mobile app.
Mobile app faq archive document list supplier.png
  • Press the edit button next to the supplier
Mobile app faq document view supplier.png
  • On the next screen open the Mobile settings tab
Mobile app faq edit partner mobileapp tab.png
Note.png In order to view the Mobile settings tab you need to have the required permissions activated. Please contain Onea support if you can not view this tab.
  • In this screen you can set the following properties:
    • Enabled: When checked, the supplier will be visible in the mobile app. When unchecked, the supplier is hidden from the mobile app.
    • Mobile name: The name that should be displayed in the mobile app for this supplier.
    • Mobile icon: Select a default icon or upload a custom icon for the supplier. This icon will be shown in the mobile app.
    • Payment methods: The supplier will only be visible in the mobile app for payment methods that are checked.
  • Press save, you should be redirected to the document screen

If you login to the mobile app and take a picture, you should now see the supplier for the payment methods you have selected in the steps above.

Mobile app faq supplier added.png

Note.png Because of synchronisation between 1Archive and the mobile app it can take up to 5 minutes before the added partner is visible inside the mobile app.

2.2 When I login I get the message "No companies found", how can I get access to my company?

You can request access to your company via the settings page. To do this, press the menu button on the top right and select settings.

Mobile app faq no companies settings.png

On the settings page, enter the VAT id of the company you would like to get access to

Mobile app faq no companies enter vat id.png

Select your company and press add

Mobile app faq no companies add.png

Repeat this step if you would like to request access to other companies. When you are finished selecting your companies press the request access button.

Mobile app faq no companies request access.png

Your request will be submitted to the accountant and/or Onea support. Once they have accepted or denied your request, you will receive an email and you should have access to the requested companies.

2.3 I have to login every time I go to app.onea.be on my iPhone

Make sure private browsing is disabled in safari

Iphone7-ios11-private-browsing-off.png

3 API

Documentation for the REST API of the Mobile App can be found at https://dev.onea.be/api/mobileapp