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Setting Up Document Statuses

Last Updated: 04/05/2024 in Onboarding Setup
Tags: status closed approved document status new status approved status processing status waiting for attachment closed status voided payment pending

Overview Document Status helps you control the movement of transactions through your work flow and they are available on all Transactions. The system comes prepackaged with a set of Statuses for each document Type, however, you can add and ass...
Batch Action

Last Updated: 04/22/2026 in Onboarding Setup
Tags: ship doc quotes batch batch action document status transaction list sales orders sales rep work order list batch actions

Performing Batch Actions on Documents, like Changing Statuses, Creating PDFs, and Emailing Documents to Customers.

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