Difference between revisions of "Contents"
From 1Archive help
| Line 5: | Line 5: | ||
* [[Selecting a company]] | * [[Selecting a company]] | ||
* [[Creating a company]] | * [[Creating a company]] | ||
| + | * [[Synchronization with the accountancy package]] | ||
* [[Document flow]] | * [[Document flow]] | ||
* [[Capturing invoice data]] | * [[Capturing invoice data]] | ||
Revision as of 10:52, 29 May 2017
- Introduction
- General process overview
- Logon to 1Archive
- Welcome view
- Selecting a company
- 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
- Fields sent to the accountancy package
- All documents
- Performing support tasks
- Dashboard
- Reports
- User management
- Appendixes
