Dokumenti (Doc Center ili Centar za dokumente): spremite dokumente koji nisu računi i podijelite ih sa svojim računovođom

Funkcionalnost Dokumenti se koristi se za pohranjivanje Vaših dokumenata koji nisu računi ili knjižna odobrenja i njihovo dijeljenje s Vašim računovođom ako tako odlučite.

Sadržaj:

• Organizacija dokumenata
  • Creating sub-folders in the Enterprise to accountant folder
• Linking the Doc Center to my accountant
• Forwarding documents from my company to my accountant
• Where do I find the documents sent by my accountant?
• Getting notified when my accountant shares new documents 
• I imported a document in my accounts payable instead of the Doc Center, what can I do?

Funkcija Dokumenti je podijeljena u dvije cijeline:

• Lokalno
  • Moji dokumenti
    Datoteke učitane ovdje pohranjuju se na Vašem Banqup računu i možete im pristupiti s bilo kojeg mjesta. Dostupne su isključivo Vama i ne dijele se s Vašim računovodstvom.
    
    
• Podijeljeno sa računovodstvom
  This folder is shared with your accountant. All documents in this folder are available to you and your accountant.
  It contains 2 sub-folders:
  • Accountant to enterprise
    Documents your accountant has sent to you.
  • Enterprise to accountant
    Documents you've sent to your accountant.
    
  • Dijeljena mapa
    Dokumenti stavljeni u ovu mapu su vidljivi Vašem računovodstvu te također sve što iz Vašeg računovodstva pohrane u tu mapu je vidljivo Vama

Organizacija dokumenata

Kako biste organizirali svoje dokumente i lakše ih kasnije pronašli, možete stvoriti mape klikom na gumb Kreiraj mapu.

Kreirane mape se zatim nalaze pod mapom Moji dokumenti:

Nakon što su kreirane, svoje dokumente možete organizirati po tim mapama.

Na stranici s detaljima (kliknite bilo koji dokument da biste otvorili stranicu s detaljima) možete dodati oznake (tagove) svojim dokumentima. Ove će oznake kasnije olakšati pronalaženje dokumenata.

Creating sub-folders in the Enterprise to accountant folder

You can create a rule on a folder so that any document imported to this folder also gets forwarded to your accountant.

This can be used to create a tree-view in the Enterprise to accountant folder.

When the Copy content to Enterprise to accountant rule is created on a folder, importing a document to this folder will create the sub-folder of the same name under the Enterprise to accountant folder.

Note: deleting this folder from your local files won't affect the folder shared with your accountant. You can delete the documents inside the shared folder but not the folder itself.

Linking the Doc Center to my accountant

If the link hasn't been made between your Banqup account and your accountant, you'll have to follow the instructions on the screen. There are 2 possible scenarios:

1. The accounting app hasn't been activated yet between your accountant and yourself, you need to activate it.
2. The accounting app has been activated but your accountant doesn't use Billtobox Files to receive your files. You need to click on Connect and fill out your accountant's name and VAT number. He'll get an invitation to establish the connection between him and your Banqup account, which will allow you to share documents.

Forwarding documents from my company to my accountant

• You can simply upload any document directly in the Enterprise to accountant shared folder.
  Note: it is advised to keep a copy in your My documents local folder because when your accountant deletes a file from the shared folder, it also gets deleted for you.  
  
  
  
• A document in My documents can easily be shared with your accountant:

1. Select the document
2. Click Copy to the accountant to send the file to your accountant while keeping a copy in your local folder. 
   
   
   You can also find this button on the details page of any document.

Any document copied to the accountant appears in the Enterprise to accountant folder.

Documents that have been shared with your accountant are marked as shared in the Accountant column.

Where do I find the documents sent by my accountant?

Documents sent by your accountant will appear in the Accountant to enterprise folder.

To save a copy of a document sent by your accountant, select the document(s) then click on Copy to My documents. You and your accountant can access the file(s). If your accountant deletes the document(s), you can still access it/them from My documents. 

Getting notified when my accountant shares new documents 

Want to get an email notification when your accountant shares new documents in your Doc Center? 

Go to your Settings > Reports > Doc Center Reporting > choose who gets these notifications and how often (daily or monthly).

I imported a document in my accounts payable instead of the Doc Center, what can I do?

If you uploaded a document in the wrong place by mistake, you can move it to the Doc Center:

• Select the document(s) from your Accounts payable 

1. Click on Move to My Documents (to move the file(s) to your local folder)
   OR
2. Move to Accountant (to move the file(s) to the shared folder)

Note: to be able to do this, a user must have the Add and delete documents role enabled (#23 in this article).