This interface allows the transfer of invoices and credit notes to the accounting system. It is a necessary step when the transfer mode is "manual".
voir l'article : "Make general settings"
Advance invoices and credit notes already transferred to the accounting system appear as transferred in the list of documents.
In addition, it is possible to know when a document has been transferred to the accounting system thanks to the "Activities" panel on the right of each document. |
Perform the transfer to accounting
Click on the "Settings" menu
Click on the "Accounting" menu
Click on the "Transfers" sub-menu
Select the period to be transferred by selecting the deadline.
The type, number, reference of the documents as well as the result of the transfer appear in a summary table.Click on "Confirm" to validate the transfer of the items to accounting.
In the event of a transfer error, the details will be entered in the result column. |
Each accounting entry is attached to the document in PDF format. |