Processed documents

The Processed section gathers every document that has been approved and integrated into the accounts. It is the living archive of the current financial year.

Consulting

As with the documents to process, the same categories are there to make searching easier:

• Sales
• Purchases
• SODA
• Others
• Tickets

Changes

Even after processing, an entry can still be revisited as long as the period is not closed.

• Click a document to see the detail of the entry generated.
• You can unprocess a document to send it back to the "To process" queue if a major correction is needed.

Searching

Use the search bar to find a document quickly by:

• The party's name
• The amount
• The document number
• The date