What is the documentation that I must present?
To view the list of required documents, go to Documentation/General Detail, then click on the "i" button, required documentation.
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What does it mean when the status of a document shows "Not required"?
The status "not required" is displayed in two situations: When the company/employee is new to the platform and is exempt from presenting the document for that first period. When the document presented in a previous period also covers the current one ...Why don't I see the registered resources to submit their documentation?
A new resource becomes available for document submission once it is approved by the auditor. All resources after being registered will remain under evaluation. Therefore, if the resource is not displayed, it may be because it is still pending ...Why can a contractor still see resources that have been discharged in Document Submission/"General detail"?
The contractor can view their entire resources regardless of status. If they only wish to see active resources, they should use the appropriate filters:¿Por qué algunos documentos aparecen en gris en la sección de auditoría?
La visibilidad de los documentos pendientes de auditoría es configurable y depende de los permisos del usuario. Para obtener más información, deberás contactar al administrador de Exactian.Where do I manage my employees' credentials?
The steps to manage employee credentials are as follows: 1. Go to Documentation/General Detail and click on the filters. 2. Filter by resources, selecting employee, active status, and satisfactory status. 3. Check the desired employee(s) and click on ...