Missing documents
Overview
A request for a document says “a document is missing for this”. It remembers where it was created, can be discussed in a thread, and is settled by itself when the document turns up. Open requests are counted on What to do.
[navigate:/documentRequests|Missing documents|file-question]
Where a request comes from
- A bank payment: select the payment and run Ask for a document.
- A stream that should have produced a document: Ask for a document on the stream row. Asking says that the stream continues.
- A message in the inbox (a payment confirmation, a receipt that is not an invoice): Ask for a document on the message.
- A line of a budget: Ask for a document on the budget line.
- The rules: once a day, sent payments that are still unpaired after the grace days (14 by default) get a request for the accountant. Payments that are paired, suggested, accounted (bank fees are accounted directly) or ignored are left alone. The rules are in Settings, Communication, Missing documents.
- By hand: add a request on the Missing documents list.
A payment, a stream or a message has one active request at a time.
How a request is settled
- Pairing: the payment is paired to a document, and the request is covered by it. Taking the pairing back opens the request again.
- An upload: upload the file in the inbox, select it and run It is the missing document, pick the request, and create the document from it. The request is covered by that document. Several documents can cover one request together; it stays open with the remainder until the amount is reached.
- A document that arrives: a received document of the same partner that fits the amount is proposed on the request. It is the document confirms it, It is not the document refuses it for good.
- A closed budget settles the requests of the budget.
- Without a document: No document needs a reason and says that the payment has none. Ask again opens it again.
Several requests can be waived at once, with one reason.
The thread
Answer in the thread of the request. An answer marks the request answered, and it waits for the person who asked. The accountant, the audience of the request and anyone allowed to change requests may waive, re-open and answer.
Hiding the area
Settings, UI areas, Missing documents hides the list, the settings and the line on What to do.