Difference between revisions of "Contents"

Revision as of 13:45, 11 September 2014

• 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)
    • Print Separation sheet
  • Capturing the images by file import
  • Separation validation
  • Release to recognition server
• 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
• Validating samples: Special cases
  • VERO Configuration
  • Financial discount or discount for cash
• Handling invoices in exception handling
• Add document
• Handling invoices in the list
  • Validation indication
  • Edit documents
  • Cancel document
  • Set document ready for download
• Invoices in Ready for download
• Invoices in Waiting feedback
• All documents
• Add a new company (dossier) to KIS
• Performing support tasks
  • Searching for invoices
  • Using wildcards
  • Saving search criteria as favourite
  • Search invoices based on a favourite filter
  • Exporting invoice data to Excel
  • Exporting invoices to pdf
  • Mail as pdf
  • Exporting invoice data to zip
  • Full text search
    • Introduction
    • How does this powerful feature work
    • Invoice data
    • Image
• Dashboard
• Reports
• User management
• Appendixes