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Rol center

eSign Facturae has a eSign Facturae workspace that brings together all the actions that can be performed from the solution.

My configuration

To change the workspace you must access My Settings (from the settings icon at the top right) and select the eSign Facturae role.

MyConfiguration

View

The workspace is divided into several zones:

  • Navigation: It is located above and allows access to Configuration, Sales, Purchases and Posted documents.
  • Actions: It is located on the right and allows quick document creation and task execution.
  • Information: It is located below and shows different counters (Documents, Face, Osakidetza, Others and Imported documents). From the counters you can access the different screens.

RolCenter

Warning

From eSign Facturae version 19.1.2.2, the DIR3 offices are filled from the fields DIR3 office FACe and DIR3 office Osakidetza. This change allows asign more combinations of DIR3 offices to the customer for the connectors. You should upgrade the DIR3 offices module.

RolCenterUpgradeDIR3Offices

It is convenient to update the Facturae data to obtain the new DIR3 offices.

RolCenterUpgradeFacturae

View 21.0.0.0

The workspace is divided into several zones:

  • Navigation: It is located above and allows access to Configuration, Sales, Purchases and Posted documents.
  • Actions: It is located on the right and allows quick document creation and task execution.
  • Information: It is located below and shows different counters (Certificates, Documents, Versions, Versions Face, Versions Osakidetza, Versions eFact, Versions FaceB2B and Others). From the counters you can access the different screens.

RolCenter

Warning

In the version 21.0.0.0 of eSign Facturae we have added the documents versions module and we update the DIR3 offices. This change allows has a hystoric for versions of documents Facturae. You should upgrade the documents versions module.

RolCenterUpgradeDocumentVersion

It is convenient to update the Facturae data to obtain the new DIR3 offices and you can update the documents versions module if you don't update this in previous step.

RolCenterUpgradeFacturae21000

Warning

In the version 22.0.0.0 of eSign Facturae we have added the section tasks detailed in (Tasks).

RolCenterTasks

Permissions

eSign Facturae has a set of permissions ESIGN FACTURAE to assign to users.

Permissions

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