Create a document from scanned - book your Scanned document

When booking scanned documents, remember that you first need to transfer documents into E-conomic before you can book.

1. Click ‘Bookkeeping’ > ‘Day books’
   
2. Select the relevant day book
   
3. Click ‘Create from scanned’ above the list area
   
4. All documents with the status ‘Apply’ will be booked. Change the status of any documents that should not be booked.
   
5. Click ‘Complete’.
   

You have the option to change the status of all the documents you have not yet booked, by using the "Change all documents status to:" field at the top of the "Unprocessed" documents list.

The field is listed as "Unprocessed by default", but you can then change it for all documents at once if needed"

You are now able to create your entry from the scanned documents:

1. The first document is displayed (click to go to the document you wish to create the entry from)
   
2. Edit the fields Details
   
3. Click ‘OK’
   
4. Repeat until all entries have been booked
   
5. Click ‘Complete’ to return to the day book
   
   

Click skip to jump to the document you wish to create your entry from

Note that the entry number cannot be changed. Neither can the date be moved to a different accounting year. Finally, the same entry number cannot be used for two different scanned entries within the same accounting year.

When an entry is deleted from the day book, the scanned document linked to the entry is transferred to ‘Unprocessed’ in the left-hand sub-menu.

When an entry in a day book, ledger card, statement of account etc. related to a scanned document, a ‘view’ icon appears to the right. Click the icon to display a full-size to view, print or add a comment.