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 relevant documents.
+ 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
More
Tap here to access your Archive or your Customers & Suppliers menu.