New Documents

This widget displays all new documents that have not yet been sent for approval. This is where documents first appear when they are entered into the system, and it is from this widget that documents are sent out for approval. Only users with the Administrator and Bookkeeper roles have access to this widget.

Under Review

When a document is sent for approval, it appears in this "widget." Here, the accounting and administration teams can view all documents that are being processed and awaiting approval.

Approved

This "widget" contains all fully approved documents. Documents can be exported from here. Only users with the Administrator and Bookkeeper roles have access to this widget.

Rejected

This widget displays all documents that have been rejected during the approval process. Here, the accounting and administration teams can get an overview of the documents that have been returned and require further action.

On Hold

Documents can be placed on hold by approvers, the accounting department, or administration. This may be relevant, for example, if you are awaiting a credit memo or need additional information for a document. A document can be placed on hold from widgets such as My Inbox, New Documents, Approved, and Rejected.

If an approver opens this widget, they can only see their own documents that have been placed on hold. Users with the roles of Bookkeeper and Administrator, on the other hand, can see all documents that have been placed on hold.

Export Errors

This widget displays the documents that encountered an error during export to the financial system. Here, the accounting and administration teams can view the cause of the error, correct it, and then attempt to export the document again.

It is also possible to process the document manually and move it to an archive directly from this widget.

My Inbox

This widget displays the documents you have received for approval. If a document requires your action, it will appear here, so you can easily get an overview of the documents awaiting your approval.

My Archive

This widget displays the documents you’ve had access to via your inbox over time. You’ll always go to your archive to find an older document you’ve worked on previously. This widget is primarily intended for approvers, not the accounting department.

Archived, Exported, and Deleted

These widgets can be found by clicking on Arkiv on the left-hand side and display all processed documents that do not require any further action.