Workflows

incadea Automotive365 Accounting comes with two Role Centers:

You can select the Role Center by clicking on Settings ➔ My Settings. For the field Role Center select one of the mentioned above.

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Fig. 2: My Settings - Role Center Selection

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Fig. 3: Role Center Selection - Available Roles

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Fig. 4: Role Center Page

The import of sales invoices/credit memos is triggered by incadea Connection, if you have Enabled the Sales Integration in the Setup. You can see the number of imported sales documents on the Role Center page.

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Fig. 5: Imported Sales Docs on Role Center

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1.	. Click on one Cue to see the entries of the imported sales documents, e.g. pending invoices. ⇒ Page Pending Invoices opens. ⇒ . Fig. 6: Page Pending Invoices
2.	. If you click on Document Type Invoice the document opens so you can check the details: ⇒ . Fig. 7: Invoice Details
3.	. If you have set up, to automatically process sales documents, no further action is required on this page. The documents are scheduled automatically to be posted.
4.	. If you don't have enabled this function, you can select a document and click on Process Sales Document, to trigger the posting process. The system only created the sales invoices/credit memos but the user needs to manually trigger the posting.

This procedure is the same for Pending Credit Memos.

The cue Error Documents opens a view, where all documents are stored which have an error somewhere (e.g. Unknown Customer No.)

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Fig. 8: Page Error Documents

On the Role Center, you have 2 cues, where you can check (1) Posted Sales Invoices and (2) Posted Sales Credit Memos.

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 Fig. 9: Posted Auto365 Sales Documents

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1.	. Click on one cue, to open the respective page (e.g. Posted Sales Invoices). ⇒ The page Posted Sales Invoices opens. ⇒ . Fig. 10: Page Posted Invoices ⇒ On this page you see all invoices, where the posting process is complete. The same view is available for Posted Sales Credit Memos.
2.	. If you select one line and click on Show Document the document opens. ⇒ . Fig. 11: Posted Sales Invoice - Show Document
3.	. If you click on Document Type Invoice on the list page, the invoice also opens: ⇒ . Fig. 12: Posted Invoice

Once a sales document is posted, a Vehicle Card is automatically created, if the vehicle integration is enabled in the setup and the respective job queue entries exists.

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Fig. 13: Vehicles on Role Center

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1.	. Click on Vehicles on the Role Center Page. ⇒ The Vehicles page opens.   . Fig. 14: Vehicles Page
2.	. To see details of one vehicle, click on the Identification Code of the respective vehicle. ⇒ The Vehicle Card opens.   . Fig. 15: Vehicle Card ⇒ Here you find all information related to the vehicle (e.g. Owner, License No., Brand, etc.)
3.	. To see, which ledger entries are created for the selected vehicle click on Vehicle ➔ Vehicle Ledger Entries ⇒ . Fig. 16: Vehicle Ledger Entries