Feature reserved for the accounting firm's practitioner |
When a document is missing, it is possible create a “document request”.
Create a document request
- Select the “Company” space
- Click on the “Document Request” button
- A new tab is opened on the application Tasks where it is necessary to fill in the following fields:
- The customer record is pre-populated, but editable if the user has access to multiple records.
- The title of the request
- The description, if necessary.
- Add an attachment if needed.
- The due date by which the document must be transmitted.
- Membership of a task group if it was previously created. See the article : "How to create a groupf of task ?"
- The Destination of the requested document, either "To be archived in Documents" or "To be counted in Image
- For a document "To archive in Documents", Select the type of document to archive as well as its visibility.
- For a document "To be posted in Image", Select the accounting journal in which the document will be transmitted.
- Assign one or more users who will have to transmit the requested document.
- Subscribe if necessary one or more users who will be able to follow the task.
- Check the "Confidential" part if necessary if only employees with access to the client file can see this task.
- In the "Dependencies" section, it is possible to record blockings of documents by other documents.
- Click on “Save”
Other options are available, for more information,See the article : "How to create a new task ?" |
Assigned persons will then be able to validate the task in order to response to the document request.
Once a document is uploaded, this one will automatically be filed
See the article : "How to complete a task ?"
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