Difference between revisions of "Performing support tasks"

Revision as of 15:13, 20 October 2016 (view source) Onea (talk | contribs) (→‎Saving search criteria as favourite) ← Older edit		Revision as of 15:16, 20 October 2016 (view source) Onea (talk | contribs) Newer edit →
Line 76:		Line 76:
	{{Note|Search is not case sensitive.}}		{{Note|Search is not case sensitive.}}
−
−	==Search invoices based on a favourite filter==
−
−	* Select the appropriate company and document type: incoming or outgoing invoices.
−	* Search your favourite filter by clicking [[image:filterLoad.png|link=]] (Open favourite filter), by clicking on [[image:filterOpen.png|link=]] (Close filter) you will close the search filter.
−	* Select your favourite filter by clicking on the filter name, press “Apply filter”. “Clear filter” in order to clear your search criteria.
−	* Additional lines can be added, or lines can be deleted following the instructions under [ Searching for invoices].
	==Exporting invoice data to Excel==		==Exporting invoice data to Excel==

---

Revision as of 15:16, 20 October 2016

1 Searching for invoices

In the 1Archive system, any user is allowed to search for documents by using the filter above the archivelist.

Next to the selected document type, there are two icons available for searching documents:

• "Open filter": opens the filter screen.
• "Open favorite filter": opens a screen with your favorite filters in it.

1.1 Using the filter

When opening the filter, following screen appears:

Following fields are available:

• Field: choose the field on which you would like to filter the documents.

• Operator: choose the operator on which you would like to filter. Possible values are:
  • Include: the field includes the value(s) provided.
  • Exclude: the field excludes the value(s) provided.
  • Empty: choose this in case you want to check on an empty value.
• From and To: the value of the field has to lie in between these two values.

Adding an extra line to filter on is done via the "Add" button in the left upper corner of the filter screen.
Removing a line is done via the "Remove" button in front of each line.

At the bottom of the filter screen, there are four different buttons available:

• "Close filter": hides the filter screen.

• "Clear filter": remove all applied filters.
• "Apply filter": applies the filter on the list of documents.

• "Save filter": save a filter in your favorite filters.

1.2 Using favorite filters

When opening your favorite filters, following screen appears:



Selecting a filter to apply on the list of documents can be done by clicking the name of the filter.
Removing a filter from your favorites can be done by using the "Remove" button.

You can search for a filter using the textbox on top of the screen. Type a value and click "Apply filter" to search. Removing your search can be done by clicking the "Clear" button.

1.3 Filter on validation status

Something worth mentioning is the ability to filter on validation status.



Values to filter on are:

• In progress: the document still needs to be validated in the 1Archive system.
• Valid: the document is completely valid and contains no red or yellow fields.
• Invalid: the document is invalid and contains red or yellow fields.

2 Using wildcards

In order to facilitate your search wildcards like “*” or “%” can be used:

• *text, means: all values ending with “text”.
• text*, means: all values beginning with “text”.
• te*xt, means: all values beginning with “’te” and ending with “xt”.

3 Exporting invoice data to Excel

You can export the invoice header data to an Excel file from the invoice list view.
You can select the invoices by Searching for invoices, or by selecting the check boxes at the beginning of the invoice list.
You can also select all invoices by clicking the box next to the label bar.
Click on (Export to Excel), to export the header data to an Excel file.
You have an option to select the list data, or all data, by selecting “Export all fields”

• List data: fields are included, which are visible in the list.
• All data: all fields are included.

4 Exporting invoices to pdf

You can export the invoice images to pdf from the invoice list view.
You can select the invoices by Searching for invoices, or by selecting invoices for PDF export by selecting the check boxes at the beginning of the invoice list.
You can also select all invoices by clicking the box next to the label bar.
Click on (Export to pdf), to export the images (invoice plus attachments) to a PDF file. For each invoice a new bookmark, containing the 1Archive ID is created.

5 Exporting invoice data to XML

You can export the header data to a XML file from the invoice list view.

6 Exporting invoice data to zip

Similar to exporting invoices to pdf, you can export the invoice images to a Zip file from the invoice list view.
Folder structure is created based on 1Archive id.

7 Mail as pdf

Based on the voucher date, you can send a merged pdf file by mail.
Click on (Mail as pdf) and choose

• E-mail address
• From (Voucher date)
• To (Voucher date)

All pdf images between From and To voucherdate will be merged and sent by mail.

8 Full text search

8.1 Introduction

The full text search feature can be used to find a single (or multiple) document(s) based on a search field which is located at the top of the archive list screen (see screenshot below).
This powerful feature gives the user the ability to search a document on a search value which will be used to search in invoice data, as in text which can be found in the image of the document.

Examples of usage:

• User wants to have a list of documents which have the word “car” in invoice data.
• User wants to find an invoice for a notebook which has been bought 1,5 years ago. This invoice contains the serial number of the notebook, but this number is not stored in the invoice data.
  By entering the serial number in the search field, the user can still find his invoice.

By invoice data of the document, the following information of the document is meant:

• Header data
• Technical data
• Posting data
• Detail data

The user can’t specify on which field to filter, as the full text search feature will try to search in all fields of the document.
If he does want to filter on a specific field, the standard filter of 1Archive should be used (and/or combined with full text search).

By image of the document, the following information of the document is meant:

• PDF image

8.2 How does this powerful feature work?

8.2.1 Invoice data

When providing a search value, all fields will be checked for a possible match. Depending on the field data type, a conversion is made:

• Text:
  • No conversion is made. User can type a word of the text field value. If a part of word is used, the wildcard character (*) should be added. Searching on text is case insensitive.
  • Examples:
    • Document has a text field which contains the value “Onea NV”.
    • The user will find the document if he enters:
      • Onea, ONEA, onea, on*, *nea, *ne*, …
    • The user will not find a match if he enters:
      • Ne, one, …

• Numbers:
  • A user can search for a number by entering some digits. If the user wants to search for a decimal number a dot (.) or (,) can be used for comma. A thousand separator is not supported.
  • Examples:
    • Document has a number field which contains the value “1.000,45”.
    • The user will find a match if he enters:
      • 1000.45, 1000,45
    • The user will not find a match if he enters:
      • 1.000,45
• Dates:
  • Only the date format dd/mm/yy is supported (d = day, m = month, y = year).
  • Examples:
    • Document contains a date field which contains the value “18/03/85”.
    • The user will find a match if he enters:
      • 18/03/1985
    • The user will not find a match if he enters:
      • 18-03-1985, 18.03.1985
• Partners & lookuplist items
  • The user can enter the code or the name of a partner/lookuplist item to find a match. It’s not possible to search on fields of a partner/lookuplist item.
  • Examples:
    • Document has a partner field which contains the value “Onea NV (5090)” .
    • The user will find a match if he enters:
      • Onea NV, 5090

8.2.2 Image

Full text search searches for literally values in PDF images. The user should search for text like it is printed in the image.

Examples:

• Image contains the value: “ … BE.0883.668.416 … “ -> the user needs to type the search value exactly like it’s printed in the PDF. Don’t replace “.” with spaces for example.
  Of course, it’s still possible to use a wildcard character like “BE.0883*”.
• Image contains the value: “11-09-2010” -> the user needs to type the search value exactly like it’s printed in the PDF. Don’t provide format dd/MM/yy for example.
• Image contains the value: 1.456,57 -> to type the search value exactly like it’s printed in the PDF . Don’t provide format 1456.57.

9 Share read-only copy of document

It is possible to share a document with a person that doesn't have access to KIS. This person will only see the shared document as a read-only copy. He will not have access to any other documents and he will not be able to make any changes.

• In the document view, under the image, click "Share document" button
• Copy the link that is shown on screen
• Send link to person with whom you want the share current document