Minor upgrades were also made in Invoicing, in both business and accounting profiles. We added a couple of new and useful options to further facilitate and simplify your day-to-day work with HELIOS One.1. In the New Invoice-Out form, two new items ca...
Working with documents
We strive to assist our users by facilitating their work as much as possible, and as an evidence thereof, we provide our users with extended options in working with documents. We want processing of your data in HELIOS One to be fast, simple and intuitive. Therefore, we also strive to improve the existing functionalities, so that individual activities in the system are performed with even more comfort.
One of the most popular and most frequently used functionalities in HELIOS One is the option of downloading documents directly to the application. Now, we provide extended options of subsequent dealing with those documents.
There are various documents saving options including:
- businessmen can use the mobile application to send a photo of a document
- additionally, each user (accounting and entrepreneur) can download a file into his/her computer or tablet.
Thus, from now on, it is possible to add this way files in various formats, e.g., a Word document or a pdf document, which will certainly facilitate your work.
Through the new functionality, we offer to you the option to match an annex with an existing posted document. It means that you can add a document – an annex to a document previously created in your accounting using the ”Add Link” action. After clicking on the action, choose the type and number of the document, to which the annex is to be added. The number of annexes that can be added to an existing document is unlimited.
Of course, there were no changes to ”Process document” option that you already use to create a printable document from a downloaded file.
For more details about this great functionality visit our WIKI – ”Documents for Processing” section.