CStoreOffice® Support & Learning

Viewing Invoices and Shift Reports

To view the status of documents added for processing, from the CStoreOffice® home page, go to Docs and Files > Docs Scanner.

The Docs Scanner opens. In this form, you can view all added documents for your location by day and document type, check their status, and edit them if necessary. The form consists of several main areas:

Station

If you have access to several locations in CStoreOffice®, in this area in the right pane, select the location for which you want to view the added invoices. The calendar and invoice list show only data for the currently selected location. By default, the first location is selected.

Document Type

Use this area to select which type of documents you want to view:

  • Merchandise (selected by default)
  • Fuel
  • Expenses
  • Lottery invoices
  • Shift reports

Calendar

Click any day in the calendar to view the documents added during that day. By default, the current date is selected.

The days with documents are highlighted in the calendar:

  • Grey: Indicates a day with only successfully processed documents.
  • Green: Indicates a day with pending documents.
  • Red: Indicates that there is at least one document with status "Bad" for that day. The red icon in the upper-right corner indicates that there are unread comments from the operator for this day.
  • Light green: Currently open date. The document list shows documents for this date.

The lower-left corner of the highlighted day shows how many documents are there to view, regardless of the status. For days highlighted with red, the number of "bad" documents is additionally displayed after slash.

Status Count

This area shows the number of documents with each status for the selected day, station, and document type.

Invoice List

This area shows all the documents for the selected day, station, and document type.

The status of each invoice is indicated in the first column with the following markers:

  • Green: Pending documents
  • Red: Bad documents
  • Grey: Processed documents

The last column shows if the document has comments:

  • The red comment icon indicates a new comment from the Operator that you have not read yet.
  • The white comment icon indicates a comment that has been marked as "read".

To view or edit a document, double-click it in the document list.