# Validation of invoice flows
💡 Reminder
The modules you have access to depend on the role assigned to you by your administrator. In order to validate documents, you must have the Validation role activated.
If this module is activated, you have the possibility to set up a validation step before the documents are finally transmitted.
# Notification of a new flow
When a deposit is made, once the document flow has been analyzed and cut by the platform, the user(s) with the Validation role will automatically receive an email indicating that documents are awaiting validation.
# Validation notification email
# Access the validation module
As a validator, click on the link in the email or log in directly to the portal and click on the Validation section to access the list of flows awaiting validation.
# List of flows to be validated
To validate a flow, simply click on the VALIDATE PAY SLIPS button of the flow you wish to process. You will then be taken to the document validation page.
# Main validation page
# Validating your documents
The list on the left shows you the list of documents as they have been clipped and identified by the platform, while the viewing panel on the right allows you to check the content of the selected document. If a selected document has several pages, you can view the following pages by scrolling the wheel of your mouse on the viewing panel.
Clicking on the validate button (in green) on the right panel will assign a validated status to the current document and automatically move to the next document.
# Validated document
# Rejecting documents
You can also refuse a document by clicking on the refuse button (in red). After clicking on refuse, a window will ask you to indicate a reason for refusal. It is mandatory to enter a reason to refuse. This reason is then transmitted to the depositor to allow him to understand the cause of the refusal and to submit a corrected document as easily as possible.
# Request for reason for refusal
Once you have given your reasons for refusal, the selected document becomes a reason for refusal. You can of course change your status or edit your reason for refusal (by clicking on the bubble icon in the table) as long as you have not confirmed your wish to finalize the validation stage by clicking on the CONFIRM STATUS button.
💡 Reminder
You can validate or reject documents in bulk using the Multiple Validation and Multiple Rejection buttons. After choosing one of these actions, a window will ask you if you want to apply the desired status to all the documents, or only to those that do not have a status yet.
# Validate status
After assigning a validated or rejected status to all the bulletins in the flow, when you want to confirm your choice, click on the CONFIRM THESE STATUS button. A window will appear showing you the number of documents that have been validated, rejected and not yet assigned a status.
Note that you will not be able to definitively confirm until all documents in the stream have received a status.
# Confirmation of validation status
Once your status has been successfully confirmed, a confirmation message will be displayed and you will be redirected to the list of feeds awaiting validation.
# Validation successfully completed
If all the flows awaiting validation have been processed, the list of flows awaiting validation will be empty.
# List of flows when they have all been validated
# Notification of the validation of a flow
The person who submitted the feed then receives an email notifying them of the result of this validation phase.
# Notification email - Validation result
# Consult the result of the validation
The depositor can then view the documents and their status (accepted or rejected) directly from the TRACKING module by scr olling the corresponding flow. It is also possible to display only rejected bulletins by selecting Rejected in validation in the status filter.
# Flow Tracking Screen - List of documents with the status Rejected for validation.
The user can also view the document of his choice by clicking on it. They can also view the corresponding commentary by clicking on the bubble icon in the feed list or in the right pane of the viewing page.
# Flow monitoring screen - Viewing a rejected document
After identifying the rejected documents and the reason for the rejection, the filer will only have to file the corrected version of the rejected documents from the filing module.