Difference between revisions of "Contents"
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* [[Selecting a company]] | * [[Selecting a company]] | ||
* [[Capturing invoice data]] | * [[Capturing invoice data]] | ||
| − | + | ** Capturing paper invoices by web scanning | |
| − | + | *** Batch preparation for paper invoices | |
| − | + | **** Scan batch view | |
| − | + | *** Batch creation | |
| − | + | *** Capturing the images by scanning or file import (scan application) | |
| − | + | *** Validation of the separation | |
| − | + | *** Release to recognition server | |
| − | + | *** Print Separation sheet | |
* [[Recognition process]] | * [[Recognition process]] | ||
* [[Validating invoices]] | * [[Validating invoices]] | ||
| − | + | ** Selecting the appropriate document type | |
| − | + | ** Selecting individual invoices for validation | |
| − | + | ** Invoice validation view | |
| − | + | ** Adding, editing header invoice data in the document view | |
| − | + | *** Selecting suppliers/customers | |
| − | + | *** Editing suppliers/customers | |
| − | + | *** Adding new suppliers/customers | |
| − | + | *** Selecting dates | |
| − | + | ** Adding, editing and deleting posting data in the document view | |
| − | + | ** Managing posting templates | |
| − | + | *** Creating posting templates | |
| − | + | *** Edit posting templates | |
| − | + | *** Cancel posting templates | |
| − | + | ** Action buttons available for validating invoices | |
| − | + | *** Close invoice view | |
| − | + | *** Save invoice data | |
| − | + | *** Send invoice to the accounting package | |
| − | + | *** Cancel an invoice | |
| − | + | *** Apply template | |
| − | + | *** [ Save as template] | |
| − | + | ** Automatic header data checks | |
| − | + | ** Auto completion rules | |
| − | + | ** Handling attachments to invoices | |
| − | + | ** Adding comments to invoices | |
* [[Handling invoices in exception handling]] | * [[Handling invoices in exception handling]] | ||
* [[Add document]] | * [[Add document]] | ||
* [[Handling invoices in the list]] | * [[Handling invoices in the list]] | ||
| − | + | ** Edit documents | |
| − | + | ** Cancel document | |
| − | + | ** Set document ready for download | |
* [[Invoices in Wait feedback]] | * [[Invoices in Wait feedback]] | ||
* [[All documents]] | * [[All documents]] | ||
* [[Performing support tasks]] | * [[Performing support tasks]] | ||
| − | + | ** Searching for invoices | |
| − | + | ** Using wildcards | |
| − | + | ** Saving search criteria as favorite | |
| − | + | ** Search invoices based on a favorite filter | |
| − | + | ** Exporting invoices to pdf | |
| − | + | ** Exporting invoice data to Excel | |
| − | + | ** Exporting invoice data to zip | |
* [[Dashboard]] | * [[Dashboard]] | ||
* [[User management]] | * [[User management]] | ||
* [[Appendixes]] | * [[Appendixes]] | ||
* [[Contact information]] | * [[Contact information]] | ||
Revision as of 17:30, 6 November 2013
- Introduction
- General process overview
- Logon to ScanPro
- Welcome view
- Selecting a company
- Capturing invoice data
- Capturing paper invoices by web scanning
- Batch preparation for paper invoices
- Scan batch view
- Batch creation
- Capturing the images by scanning or file import (scan application)
- Validation of the separation
- Release to recognition server
- Print Separation sheet
- Batch preparation for paper invoices
- Capturing paper invoices by web scanning
- Recognition process
- Validating invoices
- Selecting the appropriate document type
- Selecting individual invoices for validation
- Invoice validation view
- Adding, editing header invoice data in the document view
- Selecting suppliers/customers
- Editing suppliers/customers
- Adding new suppliers/customers
- Selecting dates
- Adding, editing and deleting posting data in the document view
- Managing posting templates
- Creating posting templates
- Edit posting templates
- Cancel posting templates
- Action buttons available for validating invoices
- Close invoice view
- Save invoice data
- Send invoice to the accounting package
- Cancel an invoice
- Apply template
- [ Save as template]
- Automatic header data checks
- Auto completion rules
- Handling attachments to invoices
- Adding comments to invoices
- Handling invoices in exception handling
- Add document
- Handling invoices in the list
- Edit documents
- Cancel document
- Set document ready for download
- Invoices in Wait feedback
- All documents
- Performing support tasks
- Searching for invoices
- Using wildcards
- Saving search criteria as favorite
- Search invoices based on a favorite filter
- Exporting invoices to pdf
- Exporting invoice data to Excel
- Exporting invoice data to zip
- Dashboard
- User management
- Appendixes
- Contact information
