Application functions

The way of viewing, entering and editing the content is common to each section, adapted to the fields corresponding to each section the user is in.

Filters

It is possible to sort or view the entries by defining parameters such as: time period, category, customer, etc.

Filters are adjusted according to the module.

Sync

In the "MyData" section, synchronisation with the myData platform is required to display the most recent results.

Under the "Sync" option, the date of the last sync is always displayed.

Download/Upload files

In those forms where there is a "Download" button there are attached files that you can download to your computer.

If you want to add new files to an existing tab, follow these steps:

1. Select "Edit 📝"
2. Click "Add file"
3. Press "Select file"
4. Select the file you want to attach
5. Press "Open"
6. Finally click "Save".

If you wish to add more than one file, follow the same procedure, starting from step 2.

If you wish to remove a file, select "Delete" at the bottom right of the content bar.

Email Reference

For each creation of a new entry or editing of existing information, the customer is given the option to be notified by email.

The customer also receives an email notification automatically when the due date of a debt deadline is approaching. These messages are sent 7 days before the due date, on the eve of the due date and on the day after the due date.

Energy selection

Either by selecting one or multiple entries (by ticking the checkbox at the beginning of the entry) from the list or internally through the tab of each entry, the"Select action" field appears.

The actions are adapted according to the module and are as follows:

• Send notification by email
• Sending files via email
• Send account activity by email
• Deletion of associated transactions
• Change of status
• Export jobs to PDF
• Send a notification to administrators for a new message
• Send welcome email
• Assignment of a payroll officer
• Creation of proof of collection

To perform an action:

• Select the entry(s) you want
• Tap action selection
• Select the action you want
• Press the execute button "▶"
• Tap "Perform action"

If applicable, you may be asked to fill in:

1. The email address you wish to send the file to
2. Email subject
3. Message for the recipient
4. Year (if annual reporting)
5. Responsible

View Tab

For each task, action and user, it is possible to view its summary tab.

To view each tab, select either name/title or "View"

Through the summary tab you can see details of the entry such as the title, entry date, ID number and the actions that have been taken, such as creating, updating the entry and which administrator made them.

Actions

By clicking on the "view" icon, you can see the details

of the action, such as what kind of change or addition of content has taken place.

For every action concerning the customer, such as the creation of a new entry or the editing of existing information, the system allows the customer to be notified by email.