How to register documents belonging to a set at the TA

Don't waste time and start by registering all the document types belonging to a set in one go.

Follow these steps:

1. In the Client Area, go to the Settings menu, select Documents and click on Document sets.

Moloni ON side menu with the path Settings, Documents and Document sets highlighted

2. When creating or editing a document set, click on the Document type configuration tab.

New document set form with the Document type configuration tab highlighted

3. In the Document types field, select the All document types checkbox to register them all in one go. You can also pick only the types you want to communicate.

Document types field list with the All document types checkbox highlighted

4. For each document type, fill in the initial number, select the starting date for the beginning of its use and enter the validation code (TA). If you have webservice communication active, click on the Request TA code button.

Invoice document type row with the Initial number, Starting date and Validation code (TA) fields highlighted

Note:

If you have communicated a document set manually, you can change it to automatic communication as long as you have not yet issued documents.

5. Click on Save.