You can add new images, open and edit the existing images, leave new comments to operator, and change the document information (vendor, method of payment, and so on). The process of document editing is similar to adding a new document, for more information about working with this form, see Adding Invoices and Shift Reports in Docs Scanner.
Besides editing, you can check if the Operator has read your message and view any new comments from the Operator. The messages are displayed in the right pane below the document information.
- The white background indicates a message that has been marked as "read".
- Grey background and
icon indicate that the Operator has not read your message yet. - Grey background and
icon indicate that it is a new message from the Operator.
After reading a new comment from the Operator, click it to mark it as read (the background becomes white).
Operators can also add text and draw right on the image in addition to their comments.
Working with Invoices or Shift Reports with the Bad Status
To process documents with the Bad status:
- In the calendar, click the day highlighted with red, which is an indicator that there are "bad" documents for that day.
- In the document list, double-click the document with status "bad"— it is marked with red.
- In the right pane, read the comment from the operator. It usually contains the request or question to you necessary to process the document. Click the comment to mark it as read. The red icon and highlight on the comment disappear.
- If possible, make the necessary changes based on the comment, for example, add a new image or add the missing info. For instructions on adding images and editing documents, see Adding Invoices and Shift Reports in Docs Scanner.
- In the right pane, leave a comment for the Operator: confirm the changes, add instructions, or ask a question to clarify the operator's request.
- Click Update.
To prevent delays in document entering, always check for documents with the "bad" status and take prompt actions. After spending 6 month in the status 'bad', the invoice turns into invalid.
After you have made and saved the changes, the document changes its status to "pending" and moves to the pending documents where it waits for the operator's review.
