Prerequisites
To carry out this tutorial you must first import your digital mechanics collection report into our system. See here how to do it.
How it’s done
1) Select the report to be processed
First, you must enter the “Reports” section within the “Financial” menu group. Then click on the report you want to process.
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01- Enter the “Reports” section and select the report to be processed
2- Enter the conversion/exchange exchange rate
Click the stocks icon in the top right corner of the screen to open the action menu. Select the “Edit data” option.
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02- Click on “Edit data” to open the editing window
In the editing window, enter the “conversion rate”, or if the processing is in the same currency as the report, enter the number 1 (one). Confirm the information and press the “Update” button.
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Insira a taxa de conversão
3) Process the report
Click the action icon in the top right corner of the screen to open an action menu. Select the “Edit data” option.
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03 – Select the option “Process”
The file will be sent to the report import queue in our cloud and your report process will be displayed in the “Processes” section of the main menu until it finishes.
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04 – Processing sales report
At the end of the import, you will receive an email notification confirming the result of the import and, if successful, a summary of the import, as shown in the image below.
05 – Report Import Completed Notification
If the report was not 100% processed, see here how to resolve processing issues.
All done! Now you can generate your payment reports!
If you have any questions about copyright or how to use our system and can’t find it? Contact us!
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