- 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)
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- 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:
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- Take a picture: scan a document with your phone's camera
- Upload document: choose an existing document/photo from your phone
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- 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.
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- 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.
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