If a document is not destined for bookkeeping, it must be excluded from record, either by classifying it as an anomaly or by sending it to Documents, using the corresponding action button.

Filing a document as an anomaly

To classify a document as an anomaly:

• Click on the “Reject  “ button
• Indicate a reason for not posting by entering the “Status”
• Then confirm with the “Confirm” button to send it to the anomaly.

The main reasons are:

• Unreadable or incorrectly scanned document
• Document already posted (duplicate)
• Year ended or date after the year ended
• The document is not an invoice

The document classified as an anomaly is then removed from the documents to be entered, and you automatically move on to the next document to be entered. It remains archived and can be consulted from the archived documents area of the “Archives” menu.

Sending a document to Documents

Image also offers the possibility to send documents directly into Documents, without entering it in the accounting system.

For that, it is enough:

1. Click on the “Documents “ button.
2. Complete the document informations.
3. Then validate the sending by clicking on “Send”.