Documents

Matching to Contacts

• Match a Document to a Contact (Customer / Supplier)

Uploading Documents

• Document Management
• Create Purchase Requisitions/ Purchase Orders
• Supported File Types
• Unsupported Documents
• Invoice Formatting

Basic Functions for Documents

• Rescan a Document
• Print a Document
• Download a Document
• Archive and Unarchive Documents
• Delete a Document

Document Options and Features

• Coding Documents
• Item Matching
• Chat Feature
• Unrecognised Fields
• Related Attachments
• Alternative Stock Codes

See all 7 articles