How-To Use Advanced Document Values Analysis
This feature is currently in Beta, if you notice anything that you think may not be working correctly, please open a ticket to inform us. This feature is used to give you the opportunity to further breakdown the analysis of the VAT codes, Nominal codes, Cost Codes*, Cost Centre codes*, Department codes*, and Proje…
How-to Approve a Document
* On the dashboard, select the approval tile. * See Quick Approval: Streamlining Document Approval Process for how to approve documents from this page. * Open the group of documents for the supplier you want and click the black page link to the right of the first document. * You will see the below options…
What To Do If Your Document Has Duplicate Approvals
There is a known issue that occasionally occurs where approval tasks can be duplicated. This issue is currently being addressed and is expected to be resolved in version 2.26, which is scheduled for release in early September. If you encounter documents in your approval folder that are stuck in an approval loop, p…
Quick Approval: Streamlining Document Approval Process
The quick approval feature offers two convenient methods to expedite the approval of documents. Both approaches are explained below: Approve All Documents from a Supplier: With a single click, you can approve all documents associated with a specific supplier. Simply select the checkbox symbol next to the group of…
Manual Upload
What Can I Do If I Have Manually Posted a Document to My Accounts Package? If you have manually posted a document to your accounts package and you don’t want to delete it from your account, you can use our ‘Manual Upload’ option This will manually mark your document with the status ‘Uploaded’ This means that…
What Is the Difference Between Approval and Review?
What Is Approval and How Does It Work? When you have ‘Approval Required’ switched on in the supplier rules for any of your suppliers, the invoices and credit notes for this supplier will be sent for approval to the user(s) outlined/selected in the supplier rules The system then adds an ‘Awaiting Approval’ documen…
How to Split a multi page Document
* Click the "Split Document" icon located at the top of the page. * Select each of the pages in your document by clicking on their corresponding thumbnails. * To make things a bit easier, start from the last page and work your way towards the first page. * To create a single page invoice, click the scissors ico…
