1Archive help - User contributions [en]

Add document

2013-11-26T13:15:12Z

Luc.malfait:

'''Location: '''Archive - My tasklist

You can create (add) a document, without scanning by selecting [[image:add.png|link=]] (Add document), located in the left part of the Archive view.
 
Fill in the ''[[Validating_invoices#Adding.2C_editing_header_invoice_data_in_the_document_view|header data]]'' of the invoice, as well as the ''[[Validating_invoices#Adding.2C_editing_and_deleting_posting_data_in_the_document_view|posting data]]'', ''[[Validating_invoices#Handling_attachments_to_invoices|Attach the invoice image]]''.
 
The function "Add document" is only available when you are in "My Tasklist". 
All functions, as in ''[[Validating_invoices|validating invoices]]'' are available.

Main Page

2013-11-26T09:12:15Z

Luc.malfait:

<center>KIS Kluwer Invoice System
For Accountancy professionals 
Based on ScanPRO



{| style="background:transparent;"
| style="width:50%; vertical-align:top; border:1px solid #aaa; padding: .5em 1.5em;" |
; [[image:Kluwer.png|500x200px|link=]]

| style="width:50%; vertical-align:top; border:1px solid #aaa; padding: .5em 1.5em;" |
; [[image:1a1.png|500x200px|link=]]

|}
</center>
== How to use this wiki ==
This wiki can be consulted from the help function at http://www.kluwer.be/Onea. 
In the menu on the left side, you can select one of the following items:
* User manual:
**This manual describes the whole process from scanning to validating and posting of incoming and outgoing invoices.
* Technical requirements:
**The installation of the KIS software requires some specific setup concerning internet browsers, operating and database systems, as well as latest version of the Accountancy system.
* Downloads
* FAQ (Frequent Asked Questions)
* Support desk

Recognition process

2013-11-25T10:43:50Z

Luc.malfait:

Automatic recognition of the header invoice fields is based on Kofax Transformation Modules (KTM).
 
Recognition is only done on the first page of the invoice.
 
Fields that are automatically recognized are:

* Supplier/customer, based on VAT number and/or bank account
* Invoice number
* Invoice date: can’t be older than 6 months and not in the future
* Due date
* OGM: check on validity (modulo 97)
* Currency
* Net amount
* Vat amount
* Total amount

In appendices you find the ''[[Appendix:_Scanning_recognition_rules|general recognition rules]]''.
 
Specific checks can be found in appendices for

* ''[[Appendix:_Invoice_type_check|Invoice type]]''
* ''[[Appendix:_Due_date|Due date]]''
* ''[[Appendix:_Currency|Currency]]''

{{Note|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier code. The VAT number is only used for searching the customer code.}}

Technical requirements

2013-10-31T13:49:37Z

Luc.malfait:

== ScanPro validation ==

* Desktop computer with Mac OS X or Windows XP/7/8
* 4GB RAM memory
* Screen resolution of 1024x768
* Browser:
** Internet Explorer 8 or higher
** Chrome
** Firefox
** Safari

== Web-Scanning ==

* Desktop computer with Windows XP/7/8
* 4GB RAM memory
* Screen resolution of 1024x768
* Browser:
** Internet Explorer 8 or higher
** Chrome
** Firefox
* Harddisk with free disk space, to temporarily store scanned images
* Twain or Kofax VRS compatible scanner