Document In & Out
The Document In & Out feature streamlines the management of invoices and payment requests. It helps finance and operations teams keep records compliant, automate payment preparation, and reduce manual data entry.
Tukar Faktur (Mass Dispatch)
Update invoice due dates in bulk instead of editing invoices one by one.
Commonly used in Philippines and Malaysia, where customer compliance requires strict alignment with their records.
Helps maintain accuracy and avoid mismatches between internal system dates and customer records.
Mass Dispatch (Tukar Faktur)
Request for Payment (RFP)
Automates payment preparation by consolidating multiple invoices into a single request.
Instead of selecting invoices one by one, users can pull by RFP number to view all linked entries at once.
Reduces repetitive manual work and ensures a standardized, audit-ready payment trail.
Request for Payment
Benefits of Document In & Out
Efficiency: Bulk actions for updating invoice due dates or preparing payments.
Compliance: Ensures alignment with customer-mandated records and requirements.
Automation: Minimizes repetitive tasks like selecting invoices individually.
Visibility: Clear records of payment requests tied to invoices.
When to Use Document In & Out
To update invoice due dates in bulk for compliance (Tukar Faktur).
To prepare consolidated payment requests quickly (RFP).
To reduce manual effort in invoice and payment handling.
To keep finance records clean, compliant, and audit-ready.
Reviewing amounts in the list
The Document In/Out list includes Total Amount and Total Local Amount columns so you can review aggregated amounts without opening each record. A record with no amounts displays 0 in these columns. Open the record when you need to inspect its underlying document details.
Date basis for job numbering
When creating a Document In & Out (RFP) job, choose Created Date or Delivery Date and Time as the basis for generating its job number. Review that choice alongside the relevant dates before saving, so numbering follows your operational convention. This choice controls numbering; it should not be treated as a change to invoice due dates.
Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.