Difference between revisions of "Performing support tasks"

Revision as of 17:21, 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.

It's only possible to search for documents when you are in the archive.

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:

Depending upon your environment, the selected field could be different.

Following fields are available:

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

The available fields are all header-, technical- and posting line fields from your environment. See "Validating invoices" for all available fields.

• 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.

Certain fields only have the possibility to enter a From value.

Based on the type of the selected field, it's possible to either type in text, select from a "List" or select a "Date".

If you would like to filter on one particular value, add this in the From field

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.

Note that clicking "Close filter" does not clear or apply the current filter.

When a filter is closed, it can be reopened easily by clicking the "Open filter" button next to the document type.

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

Note that the filter icon next to the document type will color red to indicate that a filter is applied.

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

Clicking this button results in the appearance of a pop-up screen where you have to name the filter.

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, you can make use of wildcards. There are two wildcards available:

• *
• %

Both wildcards work as follows:

• *text or %text: searches for all values ending with value "text".
• text* or text%: searches for all values beginning with value "text".
• te*xt or te%xt: searches for all values beginning with "te" and ending with "xt".

If you just type "text", the search will be based on "text*".

Searching for values in 1Archive is not case sensitive.

Using these wildcards is only possible in search dialogs. For example: the search dialog for suppliers in the document view.

3 Exporting documents to Excel

From the archive, it's possible to export documents to Excel.

When exporting documents to Excel, only header data will be exported.

Select the documents you would like to export by using the checkboxes in front of them. Documents are selected when the checkboxes looks like this: .
Click on the "Export to Excel" button to export the documents.
When clicking this button, following screen is added above the archivelist:



This screen allows you to configure some settings before the actual export. Following settings are available:

• Export all header fields: export all available header fields, not only the header fields that are shown in the archivelist.
• Include lines: include all lines in the export. Possible values are:
  • Posting line fields: include all fields of the posting lines.
  • Detail line fields: include all fields of the detail lines.

Detail line fields are VIS only!

4 Exporting documents to PDF

From the archive, it's possible to export documents to PDF.
Select the documents you would like to export by using the checkboxes in front of them. Documents are selected when the checkboxes look like this: .
Click on the "Export to PDF" button to export the documents.

All images, including the attachments, will be exported.

Only exportable attachments will be included!

For each document, a bookmark will be created in the PDF file. This bookmark is based on the ID the document has in 1Archive.

5 Exporting documents to XML

This functionality is currently not in use.

6 Exporting documents 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.

Up to a maximum of 100 documents can be exported per download.

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, …

Using a wildcard character in front of the search value, can slow down the speed of searching.

• 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