Scanning and Uploading Invoices
Scanning and Uploading Invoices
This application allows invoices to be scanned and saved as a compressed .tif, .jpg, or PDF file.
To scan and upload an invoice:
Select Tools > Client Downloads. If you are using universal navigation, click Settings > General > Client Downloads.
Select Invoice Upload Client and click Download.
Double-click to run the wizard. An icon is placed on the desktop.
Double-click the icon. It will find .tif files in the specified invoice folder and display them in the upper half of the screen labeled Invoices.
Invoice Folder: Browse to the folder where invoices are stored.
Options:
Move files to Sent folder after uploading (the system creates a Sent folder and places the files there).
Delete files after uploading.
Click Upload. A progress bar appears at the bottom of the screen. A popup displays with a batch number.
Click View Log to display statistics about the uploaded file batches.
Based on the Post Processing option selected, the files are moved to a Sent folder and are no longer displayed in the Invoices section. Invoices with a status of Skip are not uploaded.
NOTE: Try to scan and store invoices in batches of 25 to 30 so that more than one person can work with the batches simultaneously.