Monitor

The monitor shows how far each document has got. Every document runs through the same chain of states – from selection in the source to completion – so you can always tell where something is stuck.

What is this for?

• Follow the state of every document.
• Spot clarification cases and errors and restart them after correction.
• Trace duplicates that were deliberately not sent.

How to set it up

1. The states in order: selected → mapped → validated → packaged → sent → completed.
2. On the online route, accepted or rejected by DATEV appears between “sent” and “completed”.
3. The file route has no such feedback – there the flow regularly ends at “sent” and “completed”.
4. Clarification case means: validation raised an issue, the document awaits correction and was not sent.
5. Duplicate means: the document was delivered before and was therefore skipped.
6. After correction the document is selected again and runs through the chain from the start.