Feature reserved for the accounting firm's practitioner
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An approval helper allows to automatically create an approval request in the Tasks application, on a defined type of document such as pay slips or reports.
It is triggered as soon as a document is uploaded. First, the helper must be created and then it can be activated on the various companies.
If an helper is activated for the approval of pay slips and pay slips are archived for the month of June 2020, the approval task will be named “Approval of pay slips for the period of June 2020”.
see the article : "How to create an approval request?"
Creating an approval helper
Select the “
Helpers” menu located in the left menu bar
Click on “Add”
Select company
Give a name to the helper
Select document type
Activate the options if necessary:
Group the documents: the documents will be grouped together within the same task until it is published to the client.
Due date: allows you to define the date on which the documents must be validated. It is set by indicating the day of the month:
If the value is “15” and the current date is June 1st, the due date is June 15th.
If the value is “15” and the current date is June 16, the maturity date is July 15.
Automatic publication: see the article “How to create an approval request?”.
Automatic closing: see the article “How to create an approval request?”.
Confidentiality : see the article “How to create a new task?”.
Select author and approvers (see the article “How to create an approval request? ”).
Click on “Create”
The list of favorite companies is then displayed with the status of the helper.
Activating an Approval helper
Select the “
Helpers” menu located in the left menu bar
Select the desired helper
Click on the company line
Complete the helper options
Click on “Save”.
When the helper is activated on a company, approval requests will be automatically created but not published. |