A practical guide to Nexa
Sign in using your usual account. Check the company and colored environment label in the header. Work only in the company and environment intended for the task.
Use Ask Nexa, the menu or an assigned-work card.
Use the list search and filters; check its identity and status before editing.
Use the form's Return action to keep the owning list context.
A linked record opens a compact summary. Use Show more for additional details and Open full record for the form. Previous and Next page within available records; unavailable directions are greyed out.
Hold either paging arrow to see available choices.
Unlinked, linked and currently selected links have distinct standard states.
Open ? and choose This form, Workflow, Audit, Docs, Support or Record chat.
Where a form offers Auto save, enable it if you want changes saved as you work. A saved form shows Saved when nothing remains to save. A saved draft is not an ERP submission.
Choose Save, Disregard changes or Back to record when the form asks.
Resolve required values and any approval requirements first.
Inspect the original, correct extracted details and resolve the supplier and purchasing business case. Compare amounts, dates, currency, lines, tax and posting fields with the document.
Submit for approval. Authorized approvers approve or decline with the required decision note.
After approval, use the separate final posting action and wait for the actual result.
Open the record's Sync details to read its latest attempt. A red sync indicator means that record has an unresolved sync failure. A company connection issue does not make unrelated records failed.
Use Status → Sync errors to find records with their own unresolved sync failure.
Check whether the ERP received the transaction. Do not create a duplicate by guessing.
Use the contextual Help guidance and provide the record/error context through your normal support process.
Use ? → Docs on the actual form for its walkthrough, controls and troubleshooting. The public guide is an overview; configured company workflows and permissions govern your work.
Open your account name → Settings and go to the final Install app section.
Download the named APK, open Downloads, choose Package installer → Just once, then Install → Open. Allow that download source only if Android asks.
Use the web-install option or the device-specific instructions shown there. Store links appear only when a release is available.
Illustrative guide · No live records or business actions. Play advances every 12 seconds.