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How to Update & Organize the document uploaded (Split Multiple Bills Document)

Split multiple bills from a single document

1. Navigate to the Odoo homepage and log in to your account.

Click on the "Documents" located in the main menu. This will open the Documents dashboard.



2. Select the document with multiple transactions in the Document Module >  Click on the scissor icon to customize the document.



3. Use the "scissor" icon to separate each transaction as needed.



4. Choose an action for each separated transaction: 

  • Split
  • Send to Legal
  • Create a task. 
  • Deprecate



5. (Optional) You can change the name and discard remaining pages by clicking the "Archive" button in the left corner.



6. After selecting an action, you will notice that the bills are divided accordingly. For example, if you choose the "Split" action, you will see the documents that have already been separated.

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