Incoming documents layout

The Incoming documents default layout aligns the user interface with the actual work process from start to finish.

The layout contains four tabs, each representing a stage of the document handling process, and two tabs for tracing and searching documents. The tabs all include a short description explaining their purpose, and connected tables are visualised. The tabs are also described below.

Unprocessed

Here you find any documents that didn't pass the initial processing and require correction before they can move forward. You can fix validation errors and update missing information, and then either transfer documents to accounting, or send them to the archive if no further processing is required.

This tab shows all documents that are not sent to accounting, for order match, for re-invoicing, or marked as nothing to process, and the origin is 1 - AutoInvoice, 3 - Document center, 4 - Scan or 6 - Manual.

This tab also shows the supplier information and the document details in the lower part of the accounting document list. In the supplier information, you can edit payment-related information or Approval flow-related responsibilities, and add cross-information, which can help in the automation of the accounting.

Processed

All documents that have been successfully processed and sent to accounting are displayed on this tab. You can make accounting corrections and prepare documents for submission to the approval workflow.

Documents with Approval status 5 - Rejected, 6 - Requested cancel, 7 - Cancelled or 8 - Error will also be visible in this tab, so that you can resend them or make the necessary corrections. You will also see the supplier information and the document details in the lower part of the accounting document list, similar to the Unprocessed tab.

In Approval

All documents that have been sent for approval and are awaiting internal or external review are displayed on this tab.

In the lower part of the page, the approval task and workflow details are displayed. Workflow details are also available in the side panel.

The Send on flow processing is available on this tab. If documents are stuck in status 1 - Sent, you can use this processing to retry sending to Approval. They will then be resent to the original flow, without needing to recreate the flow again.

Approved – Not Updated

Here you find all documents that have been approved and are ready to be finalised and updated in the accounting system (update batch).

Search Documents

Here, you can search in the Accounting document table and show the vouchers connected to the document.

Search Batches

On this tab, you can search in the batch for documents already sent to accounting.