Difference between revisions of "Contents"
From 1Archive help
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** [[Performing_support_tasks#Exporting_documents_to_Zip|Exporting documents to Zip]] | ** [[Performing_support_tasks#Exporting_documents_to_Zip|Exporting documents to Zip]] | ||
** [[Performing_support_tasks#Mail_as_PDF|Mail as PDF]] | ** [[Performing_support_tasks#Mail_as_PDF|Mail as PDF]] | ||
| − | |||
* [[Dashboard]] | * [[Dashboard]] | ||
* [[Reports]] | * [[Reports]] | ||
Revision as of 09:56, 24 January 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
- 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
- Invoices in "Ready for download"
- Invoices in "Ended"
- Fields sent to the accountancy package
- My documents
- All documents
- Performing support tasks
- Dashboard
- Reports
- User management
- Settings
- Appendixes
