Documents to process

The To process section is your accounting inbox. It gathers every document added by your client that needs approval or an accounting allocation before it reaches the journals.

Categories

You can filter the documents by type:

• All: the overall view of everything pending.
• Sales: sales invoices created or imported by the client.
• Purchases: supplier invoices and expense claims.
• SODA: payroll files and miscellaneous entries imported in the SODA format.
• Others: documents that do not fall into the categories above.
• Tickets: receipts and till slips (often scanned through the mobile app).

Actions

For each document, you can:

1. View the attachment.
2. Check the extracted data (OCR): date, amount, party, VAT.
3. Correct or complete the accounting allocation if needed.
4. Approve the document to move it to the "Processed" status.

Once approved, the document generates the matching entry in the right journal automatically.