document queue

Document queue overview

In the More Tools → Document Queue section, you will find an overview of all documents. Here you can:

1. Filter by validity or document source

   • Documents can be filtered according to their validity (e.g., unknown, valid) or according to their source (e.g., document upload for approval).

2. View and edit receipts

   • You can view and edit further information about the document by clicking on the "Details" button.

3. Use date and search functions

   • Select a time period or use the search bar to search for specific documents.

Details about a document

The following information is displayed in the detailed view of a document:

• 👤 User's name and email address: Who uploaded the receipt.
• 📅 Upload time: When the document was submitted.
• 📄 Document source: Whether the document was added via an upload or another action.
• ➕ Add product manually: Option to assign the receipt to a product or create new products.
  
  

Manual processing 📝

In the detailed view of a document, you can:

1. Select or create a product

   • Assign the receipt to an existing product or create a new product. 📦

2. Set total amount

   • Enter the amount associated with the receipt to award points correctly. 💰

3. Add reason

   • Note the reason why a receipt is accepted or rejected. 🖋️

4. Approve or reject document

   • Confirm the receipt with "✅ Accept" or reject it if it is incorrect. ❌

The document queue is a useful tool for efficiently managing uploaded documents and ensuring that all relevant data is processed correctly. 🚀