ePosting workflows

The ePosting system offers several different functionalities: recognition of the content of scanned PDF invoices (OCR reading), conversion of the scanned document into an eInvoice format and electronic archiving of the document to eDocumentation in PANTHEON.

Several workflows are integrated into the whole process, allowing you to work easily, because the workflows guide you through the process in PANTHEON. Using Tecta as an example, the instructions below explain how to set up and use the workflows in the ePosting process.

CASE SUMMARY Tecta received a paper invoice from a supplier. Ashley Accountant, Head of Finance and Accounting at Tecta, wants to enter the document into PANTHEON so that the data can be processed by Tecta's accountants. At the same time, she wants to archive the document electronically, because Tecta no longer keeps physical archives. She carries out the whole process using ePosting as follows: Scanning the document to PDF Sending PDF to OCR and conversion to eInvoice Importing the eInvoice into PANTHEON

WARNING ePosting needs to be activated before use. Check the offers and subscription packages that match your needs.

1. Scanning the document to PDF

The person responsible first scans the paper invoice and converts it into a PDF format.

HINT In case multiple scanned invoices are combined in one PDF file, the PDF documents are split or divided into several parts. This functionality is enabled by the workflow ePost Split PDF. For more information, see the chapter Splitting PDF documents.

2. Sending PDF to OCR and conversion to eInvoice

The person responsible then sends the scanned document to OCR reading (Invoice Recognition System), so that it can be converted into an eInvoice format that can be imported into PANTHEON. For the detailed procedure, see the chapter Sending PDF documents to OCR reading and receiving an eInvoice.

WARNING Before starting the OCR scanning process, you need to define the necessary settings. For more information on these settings, see the chapter Settings for ePosting.

3. Importing the eInvoice into PANTHEON

Once the document is in an electronic format in the Documentation, the person responsible can import it into the Documentation in PANTHEON. For the detailed procedure, see the chapter Importing an eInvoice to PANTHEON with machine learning.

HINT The implementation of ePosting in combination with PANTHEON workflows allows you to fully customize it to the requirements of your business. For more information, please contact Datalab consultants on +386 1 252 89 50 or by email at prodaja@datalab.si.