Receiving and importing an eInvoice

eInvoices can be received from business partners by importing them from the bizBox platform into PANTHEON. The received documents appear in the eSlog format in PANTHEON Documentation, from where they are imported into the documentation for received invoices. The detailed process of receiving and importing an eInvoice document is described below using the example of Tecta.

CASE SUMMARY Ashley Accountant, Head of Finance and Accounting at Tecta, checks the received eInvoices on a daily basis and imports them into PANTHEON so that the Finance and Accounting Department can process them for payment and posting. She retrieves the eInvoices received as follows: Importing from bizBox into Documentation Importing an eDocument

1. Importing from bizBox into Documentation

The person responsible will import the eInvoice sent by Post SLO Ltd. to Tecta via the bizBox platform into PANTHEON Documentation.

• The person responsible opens the menu Settings | Documentation | Documents and

• clicks the toolbar button (Import/export data).

• Then, the person responsible selects the option Prejmi iz BizBoxa - Prenesi dokumente iz ZZI Bizbox (Receive from bizBox - Transfer documents from ZZI bizBox), as shown in the image below.

• When new documents are received to PANTHEON Documentation, the program displays a notification on the number of documents received.

• The person responsible can preview the document received, as shown in the image below.

2. Importing an eDocument

The person responsible now wants to import the received document from Documentation into PANTHEON as a document type 1200 - Invoice for costs.

• In the window Documents, the person responsible clicks the button (Wizards).

• From the menu, the person responsible selects the option Import invoice eDocument (Uvozi eSlog račun), as shown in the image below.

• A new window opens showing the workflow for eDocuments.

• In the upper part of the window, as shown in the image above under number 1, the sender's details are displayed. Under number 2, the details of the invoice lines are shown.

• The person responsible checks that the details marked under numbers 1 and 2 are accurate and corrects them if necessary.

• The, the person responsible clicks the button Create doc..

• This creates a document of the document type 1200, which was received in the eDocument format as an eInvoice.

HINT If you receive the same invoice several times and the supplier's item A is always the same as your item B, it is recommended that you check the checkbox Add missing external IDs to Items register at import in the footer of the workflow window.

IMPORTANT Localized images for this page have not been generated yet and will be inserted at a later stage.