WORKFLOW GUIDE

Atena: from invoice to accounting suggestion

Atena uses document descriptions, available history and company rules to prepare a suggestion. The accountant keeps the decision.

Essential steps

01
Open documents awaiting review in assisted accounting.
02
Compare suggested accounts, VAT and dimensions with the source document.
03
Accept, edit or reject the suggestion; configure relevant rules for similar operations.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Accounting and Atena