The action buttons

Modified on Wed, 22 Feb 2023 at 02:37 PM

From the input interface, several action buttons are available for document processing, namely :

  1. 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.
  1. 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

  1. 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)
    • Then validate your choice by clicking on  
  • 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?

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