Tab 'Activity'

The 'Activity' tab is used to display activity data. The form for entering data on the selected activity is opened by clicking on the 'Activity' tab within the approval interface.

The activity data entry form contains the following fields:

Under 'Account approval' there are fields with basic account data: 'Company' - company name, 'Number' - account number, 'Int. number ',' Amount ',' Currency ',' Month. cost ',' Dat. account ',' Dat. making ',' Dat. payments', 'Partner', 'OIB', 'Status' and' Partner ID '.

Clicking the arrow next to the 'Other data' heading opens the fields with additional data: 'Header', 'Osn. dat. ',' Uvj. pl. ',' Ref. ',' FI number 'and' MM number '.

Under 'Activity data' there is data by fields: 'Created' - date of account creation and 'Priority', which can be low, medium or high.

Under 'My task' there is a field 'Comment'.

All fields of this card are used to display data, are filled in automatically and cannot be changed, except for the 'Comment' field within which we can enter a comment about the activity.

The toolbar for entering activity data consists of six buttons: 'Save Changes', 'Approved', 'Cancel', 'Revert to Indexing', 'Before Approval' and 'Debit'. Clicking the 'Save Changes' button saves the changes entered in the activity data entry form. Pressing the 'Approved' button confirms that the incoming account has been approved and switches between posting accounts.

By clicking on the 'Cancel' button, the account is placed among the canceled accounts.

By clicking on the 'Back to indexing' button, the account is returned to the indexing accounts, and can later be accessed by clicking on the 'Indexing' button on the toolbar or on the link under 'Account indexing' on the desktop.

Clicking on the 'Before approval' button opens a window in which we can select the users who need to approve the activity so that it can be further processed. The window is described in the chapter selecting multiple users. Clicking on the 'Assign' button opens a window in which we can select the users who will be in charge of performing this activity. The window is described in the chapter selecting multiple users.