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”

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 ?"