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Accounting Information in Document Search
Accounting Information in Document Search

05/13/24 View the accounting information of documents on the Document Search screen

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 6 meses

Now, to simplify and improve the user experience on the Document Search screen, we are now including two new options in the results context menu:

  • Accounting Policy of Expenses, which will allow us to see the accounting entries of the documents once posted.

  • Related Documents, which will take us to the Accounting Flow screen where we can see the flow in each of the related documents.

If we click on Accounting Policy of Expenses we will be able to see the document accounting breakdown (in its accounts ) :

And if we click on Related Documents, it will take us to the same window where we can view the movements in the related documents:

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: May 13th, 2024.

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