Attaching a PDF Invoice to Postings

Enter the Batch Scanning Program.

Under "Show," select the relevant button. For Case Scans (i.e. letters etc) select Proclaim Scans, or for Accounts Scans (Invoices etc) select Purchase Invoices.

Under "Scan Documents," select the type of Scanner; ADF or Flatbed.

From the File Type drop down, select either TIF or PDF.

Select the first Scanner icon to scan the image. The scanner icon with the tick can then be used to save the image, and the image will be saved to the list. If required, the scanner icon with the cross can be used to delete the image.

Select the DOC MAINTAIN Tab to delete, print, lock, refresh and display the documents.

Alternatively, if the invoice already exist as PDFs they can be imported by using the import button (located under Import Documents) and selecting the folder where the PDFs are stored.

Within a General Posting, e.g. PIN, enter Supplier and invoice details.

Select the icon with a scanner and arrow pointing to a sheet of paper, to display previously batch scanned invoices.

Select the invoice from the list, then SAVE the posting to link the invoice to the posting. Do not double the line.

The invoice can then be viewed in the Purchase Enquiry program where you can view or rescan the document (the rescan document requires you to have a Scanner configured to your PC).

Invoices can be scanned as part of the process using the Scan (scanner) button or by selecting the icon with a scanner and arrow pointing to a sheet of paper, to display previously batch scanned invoices.

Select the invoice from the list, then SAVE the posting to link the invoice to the posting.

The invoice can be viewed in the Posting Enquiries program by selecting the posting and right clicking to view attachments.

The BPN invoice can be viewed in the Nominal Postings program.

Select the posting. Double click to see the details.

Select Enquiry to display 1 line.

Right Click to View Attachments and Scan directly within here if required.