How to maintain documents

 

Do the following:

• Select Functions
• Select Documents
• Click List

• Select the pencil if you want to see the actual document.
• If a document has not got a number it has not been approved.
• If the due date is red it is overdue.
• If the “Sent” or “Paid” column is checked it has been sent and/or paid.
• Use the last column “Type” to filter what you want to see and eventually print or download.
• If you click on the number (in blue) you can reprint related documents.
• Please be aware that you can only change the type field in this screen. You can e.g. change an order confirmation to an invoice.