After the transaction document has been successfully uploaded, the next step is to carry out a validation process which can only be carried out directly by the Partners or Users role who do not have a Partner. There are 2 types of transaction documents that can be validated, namely Purchase documents and Expense documents. Here are the steps.

A. Purchase Document

1. On one of the documents with status Awaiting processing click “View details”.
   
2. Then choose “Validate”.
   
3. Then you will be directed to the following page. In this case, you are required to complete the data in the form of vendor name, email, Billing address, shipment date, shipment method, transaction date, due date, and warehouse.
   
4. You can also validate product name, description, quantity, unit price, discount, and tax. In this situation, the partner or user's duty is merely to verify the accessible data and guarantee that it is consistent with the original document. Make sure all of the information is correct, then click "Approve & Submit".
   

   - If the account has been integrated with Mekari Jurnal, it will be done automatically the product name will match the product name  available at Mekari Journal. Click “Add to alias” if partners or users want to remember this choice in the future.
   - Accounts that have been integrated with Mekari Jurnal will also adjust Units data contained in Mekari Journal.
   - Amount amount will be automatically calculated.
   - You can also reject transaction documents that have been created with click “Reject”.
   
   - After ‘reject’ you will not be able to access transaction documents.

5. Then the following notification will appear. Click "Back to documents page".
   
6. Then, the uploaded document will appear on the following page with the status "Completed", then click "View details" to change the format of the transaction document.
   
7. Next, on the following page, click “Actions”.
   
8. Next, you can select the transaction document format you want to change.
   

B. Expense Document 

1. On one of the documents with status Awaiting processing click “View details”.
   
2. Then choose “Validate”.
   
3. Then you will be directed to the following page. In this case, you are required to complete the data in the form of Beneficiary (vendor name), Billing address, Payment method, and Description. Make sure all the data is correct then click "Approve & submit".
   
   

   - If Mekari Stream has been integrated with Mekari Jurnal, then in the Expense Account column the accounts will appear also appears in Mekari Journal.
   - The integrated Expense Account will be saved if there is the same Beneficiary or vendor name in the past coming.
   - You can also reject transaction documents that have been created with click “Reject”.
   
   - After 'reject' you will not be able to access the document the transaction.

4. Then the following notification will appear. Click "Back to documents page".
   
5. Then, the uploaded document will appear on the following page with the status "Completed", then click "View details" to change the format of the transaction document.
   
6. Next, on the following page, click “Actions”.
   
7. Next, you can select the transaction document format you want to change.
   

That is how to validate documents. Next, also learn about how to add and change a company profile.