User Options

You can select settings that apply to you only as a user.

Document image settings

You can switch on/off the option of resetting the image when working with documents. For example, if you change the size of the image (zoom in, out, rotate), it will be saved automatically and applied to all the document images you view in Compello Process.

Go to the next transaction when posting status is changed

You can move from transaction to transaction manually or automatically. Switch on this option  to go automatically to the next transaction when you change the document status.

Set deputy/substitute

You can set a deputy/substitute to approve invoices sent to you if you are unavailable e.g. off sick or on holiday.  Important: in order to set a deputy/substitute you need to be an Approver.

Steps:

1. Click Set deputy.
2. Open the calendar
3. Select the time frame for your deputy
4. Choose a client
5. Choose a user to be your deputy.
6. Click Add new deputy

The Deputy List- shows a summary of information: name, surname of deputy, date range and clients. To delete a person from the deputy list, click the cross in the top right-hand corner.

Default Document Status

Select the status you want in the list and at the next login, your Worklist will be filtered to show invoices with that status. You can also filter a Document Status directly in the Worklist.

Default Approval Status

Select the status in the list and at the next log-in, your Worklist will present invoices with the selected Approval Status.

you can also select the default Approval Status directly in the Worklist.