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 due date has not passed 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
How do I upload a document?
How do I mark an invoice as paid?
How do I create a new supplier/customer?
How do I accept/refuse an invoice?
How do I send an invoice to a customer?
How do I move documents from Purchases to the Doc Center?