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Subscription for ePosting

This chapter presents the ordering of the eBusiness service ePosting, these include the Typless, Typless PRO, Accountless, and eText services.
ePosting is a system for recognizing the content of scanned invoices or PDF documents, enabling the capture and recognition of data from paper documents into e-invoice format, which is then automatically posted to the subledger and general ledger.

hint

For detailed information about package pricing and the specific terms of using ePosting services, please visit Datalab’s website.
To learn more or place an order, feel free to contact our consultants at +386 1 252 89 50 or sales@datalab.si.

 

Case summary

The company Tecta wants to use the ePosting services. This is done in the following steps:

  1. Access the User Pages

  2. Select the ePosting Service

  3. Review the available ePosting Service packages

  4. Review and confirm the terms, then place the order

  5. Sign the documents using BetrSign


1. Access the User Pages

The responsible person logs in to the Usersite pages and selects My Data | Order Additional Services.

important

The Order Additional Services page on the Usersite is also accessible directly from PANTHEON. Detailed instructions can be found here.


2. Select the ePosting Service


The Order Additional Services page opens, where they select ePosting Service – MORE INFORMATION AND ORDER.

 

The ePosting Service Order page opens, displaying information about the company, its legal representative, and the service packages.

important

To order the service, accurate information about the company’s legal representative must be entered. Upon ordering, the representative will receive the document for signing, and a password to access the document will be sent to their mobile number. Detailed instructions for adding or editing the legal representative’s information can be found here.

3. Review the available ePosting Service packages

 

After entering the legal representative’s information, they proceed to review the ePosting packages.
By clicking the arrow next to a specific package, a detailed description of the package and a link to the current price list are displayed.

 

By clicking the toggle, selects packages based on the type and number of ePosting services the company will use.

important

The user can choose either the Typless or Typless PRO package. A combination of packages is not possible, as they are incompatible and cannot be used simultaneously.
The system displays the following message when switching packages:

 

The table displays the selected packages and prices.

hint
  • The company can switch packages within a specific service at any time; however, the change will take effect on the first day of the following month. Until the end of the current month, the customer retains the existing package.

 

4. Review and confirm the terms, then place the order

 

They review the special terms of service and, by checking the confirmation box, guarantee the accuracy and truthfulness of the legal representative’s information.

By clicking the Order Service button, the legal representative receives the service agreement for signing via email.

5. Sign the documents using BetrSign

The Legal representative receives a link to the documents for the ordered service via email and a password to access the document on their mobile phone.
Once the document is signed, the ordered service is activated.

important

For a detailed guide on signing documents using the BetrSign service, follow the instructions at this link.

Next, general settings in PANTHEON must be defined. These settings will enable the company to use ePosting. Among other things, entering the mailbox password, which you had received with the activation e-mail.

 

 

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