Administration import
In this video you will find information about how to add and import administrations in Smartbooqing, checking status of imported administration, how to edit it , how to find the email address for file submission, favorite administration, feature panel, organization dashboard
Template
In this video you will find information how to create new template, template relation list and coding rules (VAT, article, summary, specific, investment ), coding scheme
Document hub
In this video you will find information how to submit documents, status of submitted files, review documents from review page and from document detail page, how to close, export, archive an invoice, manually uploading for urgent processing, exporting queue, export error and Archive.
Managing users
In this video you will find information on creating new user, how to configure users email address domain, how to search/use filters, how to edit users, changing language, review mode, assign administration, unassign administration.
Processing setting
In this video you will find information about VAT coding rule, article coding, specific coding, Summary coding, Investment coding, cost codes, project codes
Administration setting
In this video you will find information about how to edit administration profile, setting suspense code, advanced setting(machine learning settings, UBL pdf setup, sister companies, creditor/debtor settings, periods available(closing period) ), managing review settings, accounting system management setting (how you want the invoice number to be read by the system, payment settings).
Authorisation
In this video you will find information about how to activate authorization module, user roles explanation, setting up new rule, how to authorize and confirm , significance of red and green line, review and export.
Contacts/Relation list
In this video you will find information about searching Chamber of commerce code (KVK number), dual relation setting, discount setting, column splitting, coding scheme, machine learning settings for relation coding suggestion, analysis of coding rule suggestion, different views( processing, address, bank, app)