Settings
Tap on the settings icon to update:The app's language
The default view when logged in (Accounts Payable or Accounts Receivable)
The default document type when uploading a document (via option #4, as described below)
To pay - To collect tabs
Tap on the tab to display your in-progress Accounts Payable or Accounts Receivable
View documents
Tap on any status to display the documents in said status
+ icon
Tap here to scan/upload a document. 2 options are available:
Take a picture: scan a document with your phone's camera
Upload document: choose an existing document/photo from your phone
Dashboard
Tap here to open your Dashboard
Active docs
Tap here to display your in-progress documents. Next to each document, a status icon is displayed:
: Processing status -> document is being processed by the OCR
: To Accept status -> document has not been accepted/refused yet
: Unpaid status -> invoice hasn't been paid yet but it's not past due date yet
: Overdue status -> invoice is overdue
: Multiple invoices status -> the document contains more than one invoice, use the splitting tool to separate them.
: Enrichment status -> invoice is missing data, please add it manually.
Doc Center
Tap here to open your Doc Center
Archive
Tap here to open your Archive