This feature helps you if you upload a document to the wrong folder. Or if you wish to use a folder to simply collect documents but code them and process them in an another (e.g. to limit access to documents or coding / exporting to accounting software).
You can move one document or move multiple documents at once.
If your folders are connected to an accounting software, you can configure whether the document should be re-coded during the move.
How to move one document
To move an individual document, follow these steps:
Click on the document to open the document detail page.
Click on the bullet point menu next to the Export & Next button.
Click on Move to another folder.
Select the folder to which you want to move the document and click Submit.
How to move multiple documents at once
To move multiple documents at once, follow these steps:
Open your folder and search the documents you want to move.
Select them by ticking the box(es) on the left.
Click on the bullet point menu and select Move to another folder.
Select the folder to which you want to move the document and click Submit.
How to configure whether the document should be re-coded during the move
If your folders are connected to an accounting software, you can configure if you want the document to keep the current coding (Contact, ledger account, tax code, etc.) or if it should be re-coded using the automation settings of the destination folder upon move.
This setting is accessible only for users with an administrator folder role.
By default, the Automation after transfer setting is set to Enabled, which means the document will keep the coding from the original folder once it is moved to the destination folder.
If you want the document to be re-coded following the automation settings of the destination folder upon move, switch the setting to Disabled.
To change the Automation after transfer setting, follow these steps:
In the folder you want to move the documents from, click on Folder Menu - Accounting & Automation.
Go to the Workflow section, update the Automation after transfer setting and Save.
