eExchange – Receiving or importing
1. General information about receiving and processing e-documents
The recipient receives an e-invoice or another e-document through their EDI provider in a previously agreed upon way. Most of business information systems therefore have an already integrated connection to one or more EDI providers. This way, the system enables the recipient to easily receive e-documents.
Using the eExchange service in PANTHEON enables you to receive e-documents through several partners, in Slovenia through the unified platform for electronic business bizBox, in Croatia through MER etc.
If the format of the received e-document is different than the format the recipient's system supports, the recipient must convert the e-document to a suitable format before importing.
In most cases (also in PANTHEON), this happens automatically at import. The program imports data from the e-invoice to the program, so manually entering the invoice is not necessary. At import, the program also checks whether the invoice is valid (structure, contents, signature).
After importing, the company further processes (posting, liquidation ...) the document, in accordance with the company's procedures (after EPOS/eBusiness).
2. Importing (receiving) and processing e-documents in PANTHEON
The electronic documents, such as e-invoices, e-orders etc. can be received (imported) in PANTHEON via the eExchange service in various ways and from various sources (as shown in the image below).
Importing or receiving e-documents in PANTHEON means that the e-document is imported to eDocumentation, where it is correctly classified and equipped with metadata, as well as stored, if this service is activated.
Then, on the basis of the imported e-document (such as eSLOG), a PANTHEON receiving document is created, which forms a link to the e-document in eDocumentation through a link key.
Importing or receiving e-documents runs through a suitable mailbox.
The entire process of importing or receiving e-documents is navigated by preprepared eWorkflows. Certain settings must also be defined.
3. Use cases of receiving (importing) e-documents
The following chapters describe use cases of different types of importing or receiving e-documents:
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Import e-documents from bizBox
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In PANTHEON, you can receive e-invoices, e-orders, e-packing slips (as eSLOG) from bizBox. See how to;
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Import e-mails and attachments
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In PANTHEON, you can import e-mails and attachments. The entire process is navigated by a preprepared eWorkflow which ensures that the contents of the e-mail and all attached documents are transferred to eDocumentation through the IMAP/SMTP Mailbox, correctly classified and equipped with metadata.
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Convert a PDF document to an e-document using ePosting
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Using the ePosting service, you can;
- gather and recognise data from the document in PDF format,
- convert the recognised data to e-document format and
- import the e-document (in JSON format) to PANTHEON among received documents.
Embedded into the service is artificial intelligence that learns with every reading and achieves human-level accuracy in just a few seconds.
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Import documents from disc or server
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A company receives a certain percentage of documentation in traditional paper form (e.g. via traditional post). These are converted to a electronic format by scanning. The scans can be stored in eDocumentation or uploaded to a folder on your computer or server. From the folders or server, you can import these scans to eDocumentation through the file access mailbox.
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| Scan and import physical documents |
To store your company's physical documents, scan them and convert them to e-documents, then import them to eDocumentation. |
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Import bank statements via Halcom banking system
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In PANTHEON, the eBanking service is available. This service enables you to import bank statements from the Halcom banking system.
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