{"id":1799,"date":"2023-02-24T14:26:27","date_gmt":"2023-02-24T19:26:27","guid":{"rendered":"https:\/\/www.aleop.ca\/?post_type=guides_demarage&#038;p=1799"},"modified":"2025-09-18T14:01:04","modified_gmt":"2025-09-18T18:01:04","slug":"routine-de-travail-aleop","status":"publish","type":"guides_demarage","link":"https:\/\/www.aleop.ca\/en\/guides-utilisateur\/routine-de-travail-aleop\/","title":{"rendered":"Aleop Work Routine"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Mail received and paper documents<\/h2>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Scan documents as soon as they are received<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Group documents of the same type (invoices, sales statements, or other documents to be filed) to process them in batches.\n<ul class=\"wp-block-list\">\n<li>Group documents by format (single-page, multi-page, and\/or double-sided).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Place the documents face down on the scanner, with the header at the bottom.<\/li>\n\n\n\n<li>Select a scanning profile (see the scanner quick reference) and press the arrow.<\/li>\n\n\n\n<li>Les documents appara\u00eetront \u00e0 l\u2019\u00e9cran, assurez-vous de la qualit\u00e9 et cliquez sur \u00abTerminer\u00bb.<\/li>\n\n\n\n<li>Inscrire \u00ab@\u00bb sur les documents afin de les identifier comme num\u00e9ris\u00e9s.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Document classification (two ways)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After scanning, document type identification can be done directly on the screen.\n<ul class=\"wp-block-list\">\n<li>Cliquez sur la banni\u00e8re \u00abEn attente d\u2019approbation\u00bb.<\/li>\n\n\n\n<li>Select the type and click on the cloud icon to send it for processing.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Go to Document Classification (Accounting Menu\/Tracking Screen).\n<ul class=\"wp-block-list\">\n<li>Identify the documents by type (purchase invoice, sales invoice, documents to be filed, etc.) and click Save.<\/li>\n\n\n\n<li>Remember that you can apply a document type to an entire batch.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Note:<\/strong> Documents classified as purchases or sales are sent for validation. Data extraction is usually completed in less than 12 hours.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Document review<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Review (Accounting Menu \/ Tracking Screen \/ Review \/ Documents to review).<\/li>\n\n\n\n<li>V\u00e9rifier si vous avez des documents class\u00e9 dans \u00abMauvais types\u00bb ou \u00abillisibles\u00bb qui devraient \u00eatre retourner \u00e0 l\u2019OCR afin de ne pas retarder le traitement du document.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Document validation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Document Validation (Accounting Menu \/ Tracking Screen).<\/li>\n\n\n\n<li>The number of documents awaiting validation is shown on the buttons.<\/li>\n\n\n\n<li>Select the type of document to validate (purchase \/ sale \/ manual).<\/li>\n\n\n\n<li>Select one or more invoices that you want to validate.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Payment and receipt in Aleop<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Payment and Receipt (Accounting Menu \/ Tracking Screen).<\/li>\n\n\n\n<li>Les achats sont dans la cat\u00e9gorie \u00ab\u00c0 payer\u00bb et les ventes dans \u00ab\u00c0 encaisser\u00bb.<\/li>\n\n\n\n<li>Make sure the payment date matches the desired accounting month in your accounting software.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Importing entries into your accounting software<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to CEGA Entry Import (Tool \/ Transfer Entries.<\/li>\n\n\n\n<li>Cliquez sur le bouton \u00abD\u00e9marrer\u00bb.<\/li>\n\n\n\n<li>S\u00e9lectionnez les \u00e9critures \u00e0 importer et cliquez sur le bouton \u00abLancer\u00bb.<\/li>\n\n\n\n<li>Once the import is complete, the entries are visible in Journal Entry.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Complete the accounting for the current month<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The scanned documents are always accessible in Aleop\u2019s File explorer.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Scanned documents<\/h2>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The company's email address (e.g., yourfarm@aleop.ca) is displayed in the menu:<br>Company \/ General Information.<\/p>\n\n\n\n<p>This address can also be given to your suppliers to receive documents directly in Aleop.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Beforehand<\/h3>\n\n\n\n<p>When your supplier uses your company\u2019s regular address:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a contact with your dedicated email address, which can be found in the menu:<br>Company \/ General Information.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Receiving invoices by email at your regular address<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Forward your supplier\u2019s email to your Aleop email address.<\/li>\n\n\n\n<li>You can automate your email software to forward them directly into Aleop.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Document classification<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Document Classification (Accounting Menu\/Tracking Screen).<\/li>\n\n\n\n<li>Identify the documents by type (purchase invoice, sales invoice, documents to be filed, etc.) and click Save.<\/li>\n\n\n\n<li>Remember that you can apply a document type to an entire batch.<\/li>\n\n\n\n<li>Documents classified as purchases or sales are sent for validation.<\/li>\n\n\n\n<li>Data extraction is usually completed within 12 hours.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Tracking current account statements<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First, go to Folder \/ Explorer \/ Finance and create a new folder:<br>Unpaid current account statements.<\/li>\n\n\n\n<li>Classify the files of unpaid current account statements under Documents to be filed.<\/li>\n\n\n\n<li>Move these files into the folder you created earlier (Unpaid current account statements).<\/li>\n\n\n\n<li>Once the invoices listed on the statements are paid, move these files into their respective folders by supplier.<\/li>\n\n\n\n<li>Exemple de nom de fichier \u00e9tat de compte : \u00abE.C. fournisseur, ann\u00e9e-mois\u00bb.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Document validation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Document Validation (Accounting Menu \/ Tracking Screen).<\/li>\n\n\n\n<li>The number of documents awaiting validation is shown on the buttons.<\/li>\n\n\n\n<li>Select the type of document to validate (purchase \/ sale \/ manual).<\/li>\n\n\n\n<li>Select one or more invoices that you want to validate.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Payment and receipt in Aleop<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Allez dans \u00abPaiement et encaissement\u00bb (Menu Comptabilit\u00e9\/\u00c9cran de suivi).<\/li>\n\n\n\n<li>Les achats sont dans la cat\u00e9gorie \u00ab\u00c0 payer\u00bb et les ventes dans \u00ab\u00c0 encaisser\u00bb.<\/li>\n\n\n\n<li>Make sure the payment date corresponds to the desired accounting month in your accounting software.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Importing entries into your accounting software<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to CEGA Entry Import (Tool \/ Transfer Entries).<\/li>\n\n\n\n<li>Cliquez sur le bouton \u00abD\u00e9marrer\u00bb.<\/li>\n\n\n\n<li>S\u00e9lectionnez les \u00e9critures \u00e0 importer et cliquez sur le bouton \u00abLancer\u00bb.<\/li>\n\n\n\n<li>Once the import is complete, the entries are visible in Journal Entry.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Complete the accounting for the current month<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The scanned documents are always accessible in Aleop\u2019s File explorer.<\/li>\n<\/ul>\n\n\n\n<p><\/p>","protected":false},"parent":0,"menu_order":0,"template":"","class_list":["post-1799","guides_demarage","type-guides_demarage","status-publish","hentry"],"blocksy_meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Routine de travail Aleop &#8226; Aleop<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Routine de travail Aleop &#8226; Aleop\" \/>\n<meta property=\"og:description\" content=\"Courrier re\u00e7u et documents papier Num\u00e9risez les documents 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