Feature reserved for the accounting firm's practitioner
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When a document is missing, it is possible create a “document request”.
Create a document request
Select the “Company” space
Click on the “Document Request” button
A new tab is opened on the application Tasks where it is necessary to fill in the following fields:
The customer record is pre-populated, but editable if the user has access to multiple records.
The title of the request
The description, if necessary.
Add an attachment if needed.
The due date by which the document must be transmitted.
Membership of a task group if it was previously created. See the article : "How to create a groupf of task ?"
The Destination of the requested document, either "To be archived in Documents" or "To be counted in Image
For a document "To archive in Documents", Select the type of document to archive as well as its visibility.
For a document "To be posted in Image", Select the accounting journal in which the document will be transmitted.
Assign one or more users who will have to transmit the requested document.
Subscribe if necessary one or more users who will be able to follow the task.
Check the "Confidential" part if necessary if only employees with access to the client file can see this task.
In the "Dependencies" section, it is possible to record blockings of documents by other documents.
Click on “Save”
Other options are available, for more information,
See the article : "How to create a new task ?" |
Assigned persons will then be able to validate the task in order to response to the document request.
Once a document is uploaded, this one will automatically be filed
See the article : "How to complete a task ?"