Difference between revisions of "Contents"
From 1Archive help
| Line 41: | Line 41: | ||
** [[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#Exporting_invoice_data_to_Excel|Exporting invoice data to Excel]] | ** [[Performing_support_tasks#Exporting_invoice_data_to_Excel|Exporting invoice data to Excel]] | ||
** [[Performing_support_tasks#Exporting_invoices_to_pdf|Exporting invoices to pdf]] | ** [[Performing_support_tasks#Exporting_invoices_to_pdf|Exporting invoices to pdf]] | ||
Revision as of 15:16, 20 October 2016
- Introduction
- General process overview
- Logon to '''1Archive'''
- Welcome view
- Selecting a company
- 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
- Approving invoices
- All documents
- Performing support tasks
- Dashboard
- Reports
- User management
- Matching service
- Payments
- Appendixes
