Viewing the Documents

The following steps will allow you to view documents in different modules:

Enter the desired module from the main menu. 

We can filter the search using Quick Search or Advanced Search.

Double click on the document line to see more information.

At the top of the page is the business processes bar. Any additional documents linked to the document you opened can be found here. Click on the desired document from the bar and it will appear on the screen.

Click on the green arrow in the top left corner next to the invoice number to return to the previous screen.

Each module has different tabs for different documents, and each tab reveals additional information about the document.

You can perform different actions on this document (add attachment, export, print, archive, etc.)

These options are displayed on the top right corner of the screen you are currently in.