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     Confirming invoice (simple)
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Confirming a document

Tasks are tasks or reminders for users to carry out. They are either generated from business processes or manually. 

HINT

For more information on the modules Documents and Tasks, see the guide Documents and Tasks.

Below a simple example of how to confirm a document using Tasks.

CASE SUMMARY

Responsible person at Tecta company wants to confirm a document and the related task. This is done as follows:

  1. Selecting the Tasks
  2. Checking the task list and selecting a task
  3. Confirming a task
  4. Checking the confirmed task

1. Selecting Tasks

After logging in to PANTHEON Web, the person responsible selects Tasks from the main menu.

2. Checking the task list and selecting a task

The person responsible wants to complete the assigned task.

The person responsible uses the filters in the task list to find the desired task.

Then, the person responsible clicks the task Confirm.

3. Confirming a task

The selected task opens.

He reviews the invoice document.

The person responsible enters a comment in the Note field.

To confirm the task, the person responsible clicks the button Confirmed.

4. Checking the confirmed task

The person responsible opens the tab Tasks to check that the task status changed to Task complete.

 

RELATED TOPICS:

Documents and Tasks

 

 

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