Settings for ePosting

This chapter shows practical use cases with all the steps required to set up ePosting in PANTHEON.

1. Activating the ePosting Service

For ePosting to work properly, the ePosting service must be activated beforehand. For more information, see the chapter Activating the ePosting Service.

WARNING Activating the ePosting service is a one-time process. If you have already done this, you can skip this step.

2. Transferring the predefined Exchange settings for ePosting

In the ePosting process, the result of scanning is a received e-invoice. To import it into PANTHEON, you need to set up the Exchange settings register, where you specify which data from the e-invoice you want to import into the PANTHEON invoice and to which fields on the PANTHEON invoice this data will be exported.

In other words: the Exchange settings register actually contains the mappings of the data on the e-invoice (in JSON format) to the data on the PANTHEON invoice.

You can set up the Exchange settings register manually or transfer the predefined registe using the Web Service.

For more information on transferring the Exchange settings register to PANTHEON, see the use case in the chapter Transferring the predefined Exchange settings for ePosting.

WARNING Transferring the Exchange settings register is a one-time process. If you have already done this, you can skip this step.

3. Mailbox for ePosting

The ePosting Mailbox can be added manually or transferred using the Web Service. Once the Mailbox has been transferred, the user needs to define its login credentials.

HINT The Mailbox is an electronic document delivery service that combines all the features of traditional postal services. Similar to the way a regular mailbox allows you to receive post, the Mailbox enables you to receive electronic documents from various systems of eExchange.

WARNING Transferring the Mailbox is a one-time process. If you have already done this, you can skip this step.

4. Transferring eWorkflow via PANTHEON Web Service

Predefined eWorkflows for ePosting can be transferred using the Web Service.

To import the eWorkflow, follow the procedure described in Transferring eWorkflow via PANTHEON Web Service.

WARNING If you import a predefined eWorkflow before creating or transferring the Mailbox, you need to reselect the Mailbox in the eWorkflow. For more information on this procedure, see the chapter Reselecting the mailbox in the eWorkflow settings.

5. Setting up the method of PDF parsing

The method of PDF parsing defines which data is read from the invoice.

The PDF parsing method defines how the OCR reader analyzes received invoices from suppliers (detailed by line or summarized by tax rate). You can define this setting for each individual supplier in the Subjects register.

In the Type column in the central part of the window, select the eService type from the drop-down list.

In this case, the type needs to be set to ePosting.

HINT You can set up the subjects for the relevant eServices in Step 11 – e-Services of the Setup Wizard.

Next, you need to define the Mailbox where the eInvoices received from the subject are imported.

In this case, the selected mailbox is ePosting.

In the Data column, select the PDF parsing method. Two methods are available:

• detailed by line item (line-item-invoice)
• summarized by tax rate (vat-rate-invoice)

HINT If the PDF parsing method for the subject has not been previously defined, the default parsing method is summarized by tax rate (vat-rate-invoice). For a more detailed explanation and demonstration of PDF parsing, see the chapter Setting up the method of PDF parsing.