# Monitoring of flows concerning a single organization
💡 Reminder
The modules you have access to depend on the role assigned to you by your administrator. In order to access the tracking module, you must have the Tracking role enabled.
✔️ Pre-requisites
- To access the monitoring module, you must have the right to file on the concerned company. To access this module, contact your administrator.
To access the tracking module, log in to the portal and click on the TRACKING section.
This will take you to the Active tab of the Tracking page, which lists the feeds that have been submitted and indicates their progress in the processing and distribution process.
# Flow tracking screen - general view
# Import stage
When your feed is being imported, it appears in the tracking module with the status IMPORTING and shows the following information:
- Stage (here, Import)
- Import date and time
- Number of files dropped off
- Submitter's name
# Flow Tracking Screen - Import
By scrolling the flow you can access the following information:
- List and weight of imported files
# Flow tracking screen - Import with details
# Preparation stage
When your flow is being imported, it appears in the tracking module with the status PREPARATION and shows the following information:
- Stage (here, Preparation)
- Import date and time
- Invoice interval
- Number of files filed
- Filer name
# Flow Tracking Screen - Preparation
By scrolling the flow you can access the following information:
- List and weight of imported files
# Flow Tracking Screen - Preparation with details
# Validation stage
When your flow is being validated, it appears in the tracking module with the status VALIDATION and shows the following information:
- Stage (here, Validation)
- Import date and time
- Invoice interval
- Number of files filed
- Number of documents identified in the filed files
- Filer name
# Flow Tracking Screen - Validation
By unrolling the flow we access the following information:
- List of documents identified with :
- Document number
- Date
- Type of document
- Customer code
- Recipient
- Total incl. VAT
- Distribution channel
- Distribution status
- Comment (in case of rejection in validation)
- Search filters
- Date and time of end of preparation
# Flow tracking screen - Validation with details
# Signing stage
When your flow is being validated, it appears in the tracking module with the status VALIDATED and shows the following information:
- Step (here, Signature)
- Import date and time
- Invoice interval
- Number of files filed
- Number of documents identified in the filed files
- Filer name
- Name of validator
# Flow Tracking Screen - Validation
By unrolling the flow we access the following information:
- List of documents identified with :
- Document number
- Date of the document
- Type of document
- Customer code
- Recipient
- Total incl. VAT
- Distribution channel
- Distribution status
- Date of last status update
- Comment (in the event of a validation rejection or return from a Chorus Pro recipient)
- Search filters
- The date and time of the end of preparation and validation
# Flow Tracking Screen - Signature with details
# Distribution stage
💡 Reminder
Below is a description of each of the statuses associated with the documents in the distribution stage
# Generic status
| Status | Description |
|---|---|
| Pending validation | Invoice pending validation |
| Accepted in Validation | Invoice accepted in validation phase |
| Signing | Invoice in the process of being signed electronically |
| In distribution | Invoice in the process of being distributed |
| Distributed | Invoice whose distribution has been completed |
| Rejected in validation | Invoice rejected during validation phase |
| In error | Invoice for which an error has been encountered |
# Status linked to the Chorus Pro portal
| Status | Description |
|---|---|
| Deposited | Invoice submitted to Chorus Pro and awaiting provision to the recipient by the portal |
| Transferred to the recipient | Invoice sent by Chorus Pro to its recipient |
| Completed | Invoice completed |
| Taken into account | Invoice having been indicated as being taken into account by the recipient |
| Mandated / DP validated | Invoice that has been indicated as validated by the recipient |
| Transferred to the accountant | Invoice that has been forwarded by the recipient to his accounting department for payment |
| Accounted | Invoice accounted by the accounting department |
| Put in payment | Invoice for which the recipient indicates that it has been paid |
| Rejected by Chorus Pro | Invoice rejected when submitted by the Chorus Pro portal |
| Suspended | Invoice suspended by the recipient while waiting for a complementary document |
| To Recycle | Invoice that has been indicated as being for recycling by the recipient and that must be corrected and then re-filed |
| Rejected | Invoice that has been rejected by the recipient and for which a corrective credit note must be sent |
When your feed is being distributed, it appears in the tracking module with the status DISTRIBUTION and shows the following information:
- Stage (here, Distribution)
- Import date and time
- Number of files dropped
- Number of documents identified in the dropped files
- Filer name
- Name of validator
# Flow Tracking Screen - Distribution
By unrolling the flow we access the following information:
- List of documents identified with :
- Document number
- Date
- Type of document
- Customer code
- Recipient
- Total incl. VAT
- Distribution channel
- Distribution status
- Date of last status update
- Comment (in case of rejection in validation)
- Search filters
- Date and time of end of preparation, validation and signature
# Flow Tracking Screen - Distribution with details
💡 Reminder
Once the preparation stage is over, it is possible to view the list of files deposited by clicking on File view after having scrolled the flow. To go back to the document view, you just have to click on Document view.
# Viewing a document
It is possible to visualize a document directly from the follow-up (from the validation step if it is activated) by clicking on the line corresponding to the file.
# Flow monitoring screen - Viewing a document
# Error management
When an error occurs in the processing of your flow, you will receive an alert by email as well as in the tracking module. In the tracking module, a step in error takes on a red color and is present in the tab To check in addition to the tab Active.
# Flow monitoring screen - Preparation error
By scrolling down the relevant stream you will get information on when the error occurred, the type of error encountered, and, where possible, a resolution path.
# Écran de suivi des flux - Erreur détailsÉcran de suivi des flux - Erreur détails
# Search by filters
You can search by filters to find a particular stream or group of streams by clicking on the corresponding Step and Status tiles.
# Feed tracking screen - Search by filters
# Advanced search
You can perform an advanced search by unfolding the advanced search menu and filling in the fields corresponding to your search.
# Flow Tracking Screen - Advanced Search
# Direct access to flows that need to be controlled
Flows requiring a check on your part are flows entered in error during processing (step and symbol ⚠ in red) or flows for which one or more documents were rejected during the validation phase (symbol ⚠ in red) are automatically grouped together in the To check tab of the monitoring module.
A badge indicating the number of flows present in the To check tab allows you to see at a glance the number of flows remaining to be controlled.
# Flow monitoring screen - Flows to control
# Moving flows to the history
As you use the solution, feeds will accumulate in your Active and To check tabs. Once you have monitored these feeds, you have the option to move them to the History tab by clicking on the 👁 icon. You will find them again by going to the History tab and will have the option to restore them to the To check and/or Active tabs by clicking on the 👁 icon.
