General process overview - Revision history

Nele.scherrens at 14:58, 8 October 2018

2018-10-08T14:58:59Z

Nele.scherrens at 14:58, 8 October 2018

2018-10-08T14:58:27Z

Nele.scherrens at 14:57, 8 October 2018

2018-10-08T14:57:31Z

Nele.scherrens at 14:56, 8 October 2018

2018-10-08T14:56:56Z

Nele.scherrens at 16:03, 9 November 2017

2017-11-09T16:03:43Z

Nele.scherrens at 07:52, 10 July 2017

2017-07-10T07:52:29Z

Onea at 08:50, 8 June 2016

2016-06-08T08:50:43Z

Onea at 08:39, 8 June 2016

2016-06-08T08:39:51Z

Onea at 10:52, 8 March 2016

2016-03-08T10:52:09Z

Onea at 20:03, 22 February 2016

2016-02-22T20:03:21Z

@@ Line 1: / Line 1: @@
 There are different steps in the general process:
-# Capturing of the invoice image (data) by
+# Capturing of the invoice image (data) by using the document loader
 #* Webscanning (scanning over the internet)
 #* Mail import

@@ Line 10: / Line 10: @@
 #* Onea transfert
 #* UnifiedPost Community (BillToBox)
 # Automatic recognition of the main header fields of the invoice.
 # Import into the 1Archive system.

@@ Line 9: / Line 9: @@
 #* E-invoice file upload
 #* Onea transfert
 # Automatic recognition of the main header fields of the invoice.
 # Import into the 1Archive system.

@@ Line 8: / Line 8: @@
 #* Image file upload
 #* E-invoice file upload
 # Automatic recognition of the main header fields of the invoice.
 # Import into the 1Archive system.

@@ Line 4: / Line 4: @@
 #* Webscanning (scanning over the internet)
 #* Mail import
-#* File upload
+#** Paper invoices
 # Automatic recognition of the main header fields of the invoice.
 # Import into the 1Archive system.

← Older revision		Revision as of 07:52, 10 July 2017
Line 24:		Line 24:

	'''A visual overview of the general process:'''<br/><br/>		'''A visual overview of the general process:'''<br/><br/>
−	[[image:~~processflow~~.png~~\|1400x425px~~\|link=]]	+	[[image:Document_flow.png\|link=]]

@@ Line 7: / Line 7: @@
 # Automatic recognition of the main header fields of the invoice.
 # Import into the 1Archive system.
-# Validation process: accountants will validate the recognized header fields, evaluate the proposed accounting lines based on supplier templates or just add the necessary accounting lines.
+# Validation process:
-#* The system checks the invoice data and accounting lines against control data such as periods and Vat tables.
+#* Accountants will:
-#* Exception handling, in case there was a duplicate invoice detected, or something went wrong during the import; these are invoices which need special attention.
+#** Validate the recognized header fields.
 # Upon finalization the invoice data is exported to the accounting system.
 # The accounting system will assign the voucher number and update the invoice information in the 1Archive system.
 # When voucher number is available in 1Archive, the invoice image will be signed and annotated, in order to legal archive the invoice image.
-# From then on the invoice image will be available for retrieval from the Accounting system and from 1Archive.
+# From then on the invoice image will be available for retrieval from the accounting system and from 1Archive.
 <br/>
 The 1Archive application is fully integrated with your accountancy package. Suppliers, accounts, currencies, payment terms, journals and periods are synchronized between both systems.<br/>

@@ Line 1: / Line 1: @@
-There are different steps:
+There are different steps in the general process:
-* Capturing of the invoice image (data) by
+# Capturing of the invoice image (data) by
-** Scanning over the internet: webscanning
+#* Webscanning (scanning over the internet)
-** Mail import
+#* Mail import
-** Electronic invoice (XML) import
+#* File upload
-* Automatic recognition of the main header fields of the invoice.
+# Automatic recognition of the main header fields of the invoice.
-* Import into the 1Archive system.
+# Import into the 1Archive system.
-* Validation process: accountants will validate the recognized header fields, evaluate the proposed accounting lines based on supplier templates or just add the necessary accounting lines.
+# Validation process: accountants will validate the recognized header fields, evaluate the proposed accounting lines based on supplier templates or just add the necessary accounting lines.
-** The system checks the invoice data and accounting lines against control data such as periods and Vat tables.
+#* The system checks the invoice data and accounting lines against control data such as periods and Vat tables.
-** Exception handling, in case there was a duplicate invoice detected, or something went wrong during the import; these are invoices which need special attention.
+#* Exception handling, in case there was a duplicate invoice detected, or something went wrong during the import; these are invoices which need special attention.
-* Upon finalization the invoice data is exported to the accounting system.
+# Upon finalization the invoice data is exported to the accounting system.
-* The accounting system will assign the voucher number and update the invoice information in the 1Archive system.
+# The accounting system will assign the voucher number and update the invoice information in the 1Archive system.
-* When voucher number is available in 1Archive, the invoice image will be signed and annotated, in order to legal archive the invoice image.
+# When voucher number is available in 1Archive, the invoice image will be signed and annotated, in order to legal archive the invoice image.
-* From then on the invoice image will be available for retrieval from the Accounting system and from 1Archive.
+# From then on the invoice image will be available for retrieval from the Accounting system and from 1Archive.
+'''A visual overview of the general process:'''<br/><br/>
-A visual overview of the process can be found in <u>''[[Appendix: General process flow]]''</u>.
+[[image:processflow.png|1400x425px|link=]]