Restore Document to Docs to Process
- 09 Jan 2025
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Restore Document to Docs to Process
- Updated on 09 Jan 2025
- 1 Minute to read
- Print
- DarkLight
- PDF
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Documents that originated in Docs to Process can be restored by detaching them from the current transaction and returning them to the Docs to Process queue.
Restore Document to Docs to Process - Accounting Application
1) Open the transaction with the attached document.
Users can navigate to the desired transaction from the following pages:
Accounting
All Transactions page
2) Click the X next to the attached document.
The example below uses an invoice in the classic view. Documents can also be attached to credit memos, DSS journal entries, and journal entries.
3) Click Restore in the confirmation window.
The document returns to the Docs to Process page to be processed again.
Restore Document to Docs to Process - Smart Ops
1) Open the transaction with the attached document.
Users can navigate to the desired transaction from the following pages:
Smart Ops
Invoices page
2) Open the Attachments tab.
The example below uses an invoice in the classic view. Documents can also be attached to credit memos, DSS journal entries, and journal entries.
3) Click the trashcan button.
4) Click Restore in the confirmation window.
The document returns to the Docs to Process page to be processed again.
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