From the input interface, several action buttons are available for document processing, namely :
If the proposed and/or entered elements are correct:
Click on “RECORD”.
The accounting entry is sent to the accounting department, along with the document attached to it, and the entry then goes to the next document.
If the entry is incomplete or must be made later:
Click on the “Save“
button
The current entry is saved and you will have the possibility to come back to it later.
You also have the possibility through the “Settings” menu to activate automatic backup
For more information, see article “Image settings”
The document cannot be posted: 2 possibilities :
File the document as an anomaly:
Click on the “Reject“
button
Select a status(reason for not posting)
If the current document is the result of a "Document request" task, it allows the task to be opened again.
Then validate your choice by clicking on
When a document is not attached to a task
When a document is attached to a task
By default, the reject action reopens the associated task (a link to it is available under "Link to task"). The user can uncheck the default choice, so as not to modify the status of the associated task.
Send the document in Documents:
Click on the “Documents“
button
Complete the form with the requested information
Click on “Send” to validate the sending of the document in Documents.
For more information, see article “What to do with a document not destined for bookkeeping?”