The space reserved for archived documents

Modified on Fri, 7 Oct, 2022 at 3:12 PM

The space reserved for archiving documents is available via the “Archives” menu. The list of available companies is presented in the menu on the left. A summary table is used to monitor the progress of each document.

When you select a company you will find different information about the status of the archived documents.

  • Sender’s name: person who scanned the document
  • Sending date: the date of sending the document via Scan
  • Date: Accounting date of the document
  • Reference: Number or reference of the document or accounting document
  • Journal : Journal concerned by the imputation of the document
  • Label: Company name of the customer/supplier/….
  • Total: Amount including VAT of the document
  • PDF : In order to download the document
  • Status: Processing status of the document (Anomaly with its type, registered, waiting to be entered,…)
  • Reschedule: In order to reschedule a document (only available for documents registered and classified as anomaly, and accessible thanks to the 3 points located on the far right)

It is possible to sort by column by simply clicking on the column title.

Sorting is done in Alpha/Numeric order in ascending or descending order.

A search bar allows you to quickly find a document based on its title, document number, sending date or posting date.

Please note that invoices that are in status contain the type of error in the "Label" column. This will allow you to resend the invoice for input if necessary. If the invoice is in , but the "Label" is empty, you will need to contact support.

Explanation of the different document states

  • OCR pending: currently waiting for its passage for OCR processing
  • Automatable: document awaiting validation in the “Ready to record” section
  • Ready to record: currently awaiting seizure
  • Recorded: transmitted and present in accounting,
  • Error, duplicate, zero invoice…: document placed in anomaly,
  • Unknown status: we invite you to contact the support department

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article