App overview

1. Settings
   Tap on the settings icon to update:
   • • The app's language
     • The default view when logged in (Accounts Payable or Accounts Receivable)
     • The default document type when uploading a document (via option #4, as described below)
       
       
2. To pay - To collect tabs
   Tap on the tab to display your in-progress Accounts Payable or Accounts Receivable 
   
   
3. View documents
   Tap on any status to display the documents in said status
   
   
4. + icon
   Tap here to scan/upload a document. 2 options are available:
   
   • • Take a picture: scan a document with your phone's camera
     • Upload document: choose an existing document/photo from your phone
       
       
5. Dashboard
   Tap here to open your Dashboard
   
   
6. Active docs
   Tap here to display your in-progress documents. Next to each document, a status icon is displayed:
   • • : Processing status -> document is being processed by the OCR
     • : To Accept status -> document has not been accepted/refused yet
     • : Unpaid status -> invoice hasn't been paid yet but due date has not passed yet
     • : Overdue status -> invoice is overdue
     • : Multiple invoices status -> the document contains more than one invoice, use the splitting tool to separate them. 
     • : Enrichment status -> invoice is missing data, please add it manually.
       
       
7. Doc Center
   Tap here to open your Doc Center
   
   
8. Archive
   Tap here to open your Archive

How do I upload a document?

How do I mark an invoice as paid?

How do I create a new supplier/customer?

How do I accept/refuse an invoice?

How do I send an invoice to a customer?

How do I move documents from Purchases to the Doc Center?