Scanning invoices: Providing additional information

The Additional information dialog (see sample dialog) may be displayed in the Production module when you begin scanning invoices (depending on how the system is set up).

1. Buyer selection: Select whether DOCUMENTS should automatically detect the buyer or whether you want to manually select a buyer from the database.

2. PO/GE selection: Select whether DOCUMENTS should automatically detect the type of invoice. You can also manually specify whether all the invoices in the batch are purchase order invoices or general expense invoices.

3. Invoice/Credit selection: Select whether DOCUMENTS should automatically detect whether the invoices are debit (normal invoices) or credit notes. You can also manually specify whether all the invoices in the batch are invoices or credit notes.

4. You may need to fill in other information, depending on how the Scan Information add-on was configured. Such user-defined variables are beyond the scope of this help. Please contact an administrator if you need assistance.

Related topic

Scanning documents: Overview