The space reserved for archived documents

Modified on Fri, 07 Oct 2022 at 03:12 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