ePosts

ePosts

Tasks settings in the Documentation module

Settings | Documentation | Tasks - a task for Receive e-Document needs to be added. The name of the task is Import eDocument Invoices.

Open an incoming mailbox for scanned documents

Settings | Program | Administion Panel I Settings | Documentation - create an inbox Scan:

Select Document Type:

Transfer of workflows via Web service

By using a web service, download two workflows for transfering scanned documents to the processing and transfering of scanned documents from the processing.

Adjusting the settings for transfer to the inbox scanner for the business transfer process to read

By using a SQL command select acTitle, acGuid from tPA_SetExchangeOption, check the labels of each inbox. We are interested in the inbox Scanning.

New label is used in the SQL code to transfer to the inbox in the workflow:

Integration of the workflow to the documentation module.

For faster use, the workflow for "transferring to processing" can be integrated into the Documentation module form:

Enabling ePosting settings

ePost setting are enabled in the Documentation module Setup wizard.

Enable ePosting by selecting a checkbox. Select Datalab from providers. If you want to return an eSlog document immediately, select eSlog, otherwise choose a Full line items. If you want to see unreadable data, select checkbox Add line item candidates.

Settings for autofill of Items

In the case of selecting eSlog without choosing Full line items, in the returned document, there are three items by percentage of VAT: 0% -> ART-1, 9.5% -> ART-2 and 22% -> ART-3. The proposal is to enter the three Items for different levels of VAT codes (ART-1, ART-2 and ART-3) and select the filling from the Suppliers code on the eSlog import form:

An example of importing an eSlog document at tax rates

ePosting settings:

Process

Starting a workflow for scanning and sending for recognition

In our case, this workflow starts from the Import/Export Wizard in the Documentation module. Scan or open the pre-scanned document and send it for recognition:

1. Starting a workflow for transfering recognized documents

Workflow for transferring recognized documents is also executed from the Documentation module. This workflow checks if there is any non-transfered document and transfers them: