Invoice scanning - Revision history

TR at 08:52, 1 April 2026

2026-04-01T08:52:44Z

TR at 13:53, 29 May 2023

2023-05-29T13:53:00Z

TR at 09:25, 27 June 2019

2019-06-27T09:25:45Z

TR: Marked this version for translation

2018-05-22T10:39:39Z

Marked this version for translation

TR at 10:39, 22 May 2018

2018-05-22T10:39:08Z

TR at 10:38, 22 May 2018

2018-05-22T10:38:43Z

TR: /* The OK column: */

2018-05-22T09:55:07Z

‎The OK column:

TR at 09:50, 22 May 2018

2018-05-22T09:50:47Z

TR: Created page with "===How to scan invoices=== The scanning function is available in {{pth|Accounting| Suppliers' invoices}} (If the user is entering the invoice data, Manual registration shall..."

2018-05-22T09:45:19Z

Created page with "===How to scan invoices=== The scanning function is available in {{pth|Accounting| Suppliers' invoices}} (If the user is entering the invoice data, Manual registration shall..."

New page

===How to scan invoices===

The scanning function is available in {{pth|Accounting| Suppliers' invoices}}
(If the user is entering the invoice data, Manual registration shall be used)
There are three different ways to send invoices for interpretation:

One is to e-mail invoices to be interpreted with an email adress for each company. Contact Kalin setterberg to get your address. This is the simplest way of sending the invoices, thus recommended.

“”The invoices in the mail has to be in PDF format and have a minimum resolution of 300 dpi.
Only one PDF can be attached per e-mail. If the PDF consists of several invoices, they have to be split into individual files. It is possible to send several indicvidual files in one e-mail, but the mail has to be clean of any ither thing such as links, signatures etc.””

The procedure is fully automatised, e-mail with exceptions are stuck in the manual check, which delays the procedure.

It is also possible to upload the invoices directly to Marathon with the functions Scanning or Direct import.

{{ExpandImage|LEV-SKA-EN-Bild 1.png}}

== Scanning: ==

{{ExpandImage|LEV-SKA-EN-Bild2.png}}

Select SCANNING, then IMPORT. Select the invoices to be imported.

The imported invoices are shown on the left side with one image per page.
Use the check boxes next to the image to send it for interpretation. When checked, they are also numbered.

The invoices can then be sent in as separate invoices or as a multi-paged invoice.
SAVE sends the selected invoices as a multi-paged invoice where the numbers indicate pages.
SAVE SEPARATE sends the selected invoices as separate invoices.

{{ExpandImage|LEV-SKA-EN-Bild3.png}}

== Direct import:==

{{ExpandImage|LEV-SKA-EN-Bild4.png}}

Select {{btn|DIRECT IMPORT}}. Select the files that shall be sent for interpretation, press thereafter {{btn|OK}}.

== Status:==
The Preliminary entering tab has a column that shows the status of the scanned invoice.

{{ExpandImage|LEV-SKA-EN-Bild5.png}}

A record will be set up for each sent invoice in the Preliminary entering.
The status will be ”Sent+today''s date”.
When the invoice has been returned after interpretation, the status field is blank and the invoice is ready for further handling.

== The OK column: ==

{{ExpandImage|LEV-SKA-EN-Bild6.png}}

In this column you will see the results of different check-ups, i.e. with the supplier register.
The check ups-are:

{|class= mandeflist
! #. Check if supplier is missing
|-
! #. Check if several suppliers match
|-
! #. Check if aprover is missing
|-
! #. Check if invoice with same invoice number already exists
|-
! #. Check if there is VAT on a foreign supplier
|-
! #. OK (If OK, the invoice is ready for sending to approvers)
|}

== Other functions ==

{|class= mandeflist
!Send for approval
|Sends a notification to the approver that they have invoices to approve
|-
!Change approver
|Possibility to change approver
|-
!Change supplier
|Possibility to change supplier
|-
!Cancel
|The selected row will be cancelled.
|-
!Manual registration
|Possibility to enter an invoice manually, without Kalin Setterberg's interpretation.
|-
!Message
|Possibility to write a message directly on a row and also read earlier messages concerning the invoice. The message can also be sent as a notification to your colleagues.
|-
!Media invoice
|The invoice is transformed to a media invoice and will be sent for interpretation in the media system.
|}

== Tab Errors/reminders ==

{{ExpandImage|LEV-SKA-EN-Bild7.png}}

This tab informs of possible reminders and invoices with errors.
Reminders have status ''Reminder'' whereas other erroneous invoices have status ''Rejected''.

Other functions:

{|class= mandeflist
!Show
|Shows the reminder/rejected invoice in pdf format
|-
!Confirm
|Confirms that you have checked the reminder or the rejected invoice. If you remove the check from ”Only active”, you will see all confirmed invoices.
|-
!Message
|Write an internal message and if you want, notify your colleagues with it.
|}

@@ Line 150: / Line 150: @@
 <!--T:36-->
 [[Category:LEV-ISC-EN]]
 [[Category:Accounting]]

@@ Line 10: / Line 10: @@
 <!--T:3-->
-One is to e-mail invoices to be interpreted  with an email address for each company. Contact Kalin setterberg to get your address. This is the simplest way of sending the invoices, thus recommended.
+One is to e-mail invoices to be interpreted  with an email address for each company. Contact Marathon Support to get your address. This is the simplest way of sending the invoices, thus recommended.
 <!--T:4-->

@@ Line 5: / Line 5: @@
 <!--T:2-->
-The scanning function is available in {{pth|Accounting| Suppliers' invoices}}
+The scanning function is available in {{pth|Accounting|Suppliers' invoices}}
 (If the user is entering the invoice data, Manual registration shall be used)
 There are three different ways to send invoices for interpretation:
 <!--T:3-->
-One is to e-mail invoices to be interpreted  with an email adress for each company. Contact Kalin setterberg to get your address. This is the simplest way of sending the invoices, thus recommended.
+One is to e-mail invoices to be interpreted  with an email address for each company. Contact Kalin setterberg to get your address. This is the simplest way of sending the invoices, thus recommended.
 <!--T:4-->
 “”The invoices in the mail has to be in PDF format and have a minimum resolution of  300 dpi.
-Only one PDF can be attached per e-mail. If the PDF consists of several invoices, they have to be split into individual files. It is possible to send several indicvidual files in one e-mail, but the mail has to be clean of any ither thing such as links, signatures etc.””
+Only one PDF can be attached per e-mail. If the PDF consists of several invoices, they have to be split into individual files. It is possible to send several indicvidual files in one e-mail, but the mail has to be clean of any other thing such as links, signatures etc.””
 <!--T:5-->

← Older revision		Revision as of 10:39, 22 May 2018
Line 1:		Line 1:
		+
−	FORCETOC
	<translate>		<translate>

← Older revision		Revision as of 09:55, 22 May 2018
Line 59:		Line 59:
	The check ups-are:		The check ups-are:

		⚫	1. Check if supplier is missing
−	{\|class= mandeflist
⚫	! 1. Check if supplier is missing
−	\|-
⚫	! 2. Check if several suppliers match
−	\|-
⚫	! 3. Check if ~~aprover~~ is missing
−	\|-
⚫	! 4. Check if invoice with same invoice number already exists
−	\|-
⚫	! 5. Check if there is VAT on a foreign supplier
−	\|-
⚫	! 6. OK (If OK, the invoice is ready for sending to approvers)
−	\|}

		⚫	2. Check if several suppliers match
		+
		⚫	3. Check if approver is missing
		+
		⚫	4. Check if invoice with same invoice number already exists
		+
		⚫	5. Check if there is VAT on a foreign supplier
		+
		⚫	6. OK (If OK, the invoice is ready for sending to approvers)

	== Other functions ==		== Other functions ==

@@ Line 2: / Line 2: @@
 <translate>
-===How to scan invoices===
+===How to scan invoices=== <!--T:1-->
 The scanning function is available in {{pth|Accounting| Suppliers' invoices}}
 (If the user is entering the invoice data, Manual registration shall be used)
 There are three different ways to send invoices for interpretation:
 One is to e-mail invoices to be interpreted  with an email adress for each company. Contact Kalin setterberg to get your address. This is the simplest way of sending the invoices, thus recommended.
 “”The invoices in the mail has to be in PDF format and have a minimum resolution of  300 dpi.
 Only one PDF can be attached per e-mail. If the PDF consists of several invoices, they have to be split into individual files. It is possible to send several indicvidual files in one e-mail, but the mail has to be clean of any ither thing such as links, signatures etc.””
 The procedure is fully automatised, e-mail with exceptions are stuck in the manual check, which delays the procedure.
 It is also possible to upload the invoices directly to Marathon with the functions Scanning or Direct import.
 {{ExpandImage|LEV-ISC-EN-Bild 1.png}}
-== Scanning: ==
+== Scanning: == <!--T:8-->
 {{ExpandImage|LEV-ISC-EN-Bild2.png}}
 Select SCANNING, then IMPORT. Select the invoices to be imported.
 The imported invoices are shown on the left side with one image per page.
 Use the check boxes next to the image to send it for interpretation. When checked,  they are also numbered.
 The invoices can then be sent in as separate invoices or as a multi-paged invoice.
 SAVE sends the selected invoices as a multi-paged invoice where the numbers indicate pages.
@@ Line 34: / Line 44: @@
 {{ExpandImage|LEV-ISC-EN-Bild3.png}}
@@ Line 39: / Line 50: @@
-== Direct import:==
+== Direct import:== <!--T:14-->
 {{ExpandImage|LEV-ISC-EN-Bild4.png}}
 Select {{btn|DIRECT IMPORT}}. Select the files that shall be sent for interpretation, press thereafter {{btn|OK}}.
-== Status:==
+== Status:== <!--T:17-->
 The Preliminary entering tab has a column that shows the status of the scanned invoice.
 {{ExpandImage|LEV-ISC-EN-Bild5.png}}
 A record will be set up for each sent invoice in the Preliminary entering.
 The status will be ”Sent+today''s date”.
 When the invoice has been returned after interpretation, the status field is blank and the invoice is ready for further handling.
-== The OK column: ==
+== The OK column: == <!--T:20-->
 {{ExpandImage|LEV-ISC-EN-Bild6.png}}
 In this column you will see the results of different check-ups, i.e. with the supplier register.
 The check ups-are:
 . Check if supplier is missing
 . Check if several suppliers match
 . Check if approver is missing
 . Check if invoice with same invoice number already exists
 . Check if there is VAT on a foreign supplier
 . OK (If OK, the invoice is ready for sending to approvers)
-== Other functions ==
+== Other functions == <!--T:29-->
 {|class= mandeflist
 !Send for approval
@@ Line 100: / Line 124: @@
 |}
-== Tab Errors/reminders ==
+== Tab Errors/reminders == <!--T:31-->
 {{ExpandImage|LEV-ISC-EN-Bild7.png}}
 This tab informs of possible reminders and invoices with errors.
 Reminders have status ''Reminder'' whereas other erroneous invoices have status ''Rejected''.
 Other functions:
 {|class= mandeflist
 !Show
@@ Line 120: / Line 148: @@
 |}
 [[Category:LEV-ISC-EN]]
 [[Category:Manuals]]

@@ Line 1: / Line 1: @@
 ===How to scan invoices===
@@ Line 116: / Line 119: @@
 |Write an internal message and if you want, notify your colleagues with it.
 |}

@@ Line 14: / Line 14: @@
 It is also possible to upload the invoices directly to Marathon with the functions Scanning or Direct import.
-{{ExpandImage|LEV-SKA-EN-Bild 1.png}}
+{{ExpandImage|LEV-ISC-EN-Bild 1.png}}
 == Scanning: ==
-{{ExpandImage|LEV-SKA-EN-Bild2.png}}
+{{ExpandImage|LEV-ISC-EN-Bild2.png}}
- Select SCANNING, then IMPORT. Select the invoices to be imported.
+Select SCANNING, then IMPORT. Select the invoices to be imported.
 The imported invoices are shown on the left side with one image per page.
@@ Line 31: / Line 31: @@
-{{ExpandImage|LEV-SKA-EN-Bild3.png}}
+{{ExpandImage|LEV-ISC-EN-Bild3.png}}
@@ Line 38: / Line 38: @@
 == Direct import:==
-{{ExpandImage|LEV-SKA-EN-Bild4.png}}
+{{ExpandImage|LEV-ISC-EN-Bild4.png}}
 Select {{btn|DIRECT IMPORT}}. Select the files that shall be sent for interpretation, press thereafter {{btn|OK}}.
@@ Line 46: / Line 46: @@
 The Preliminary entering tab has a column that shows the status of the scanned invoice.
-{{ExpandImage|LEV-SKA-EN-Bild5.png}}
+{{ExpandImage|LEV-ISC-EN-Bild5.png}}
 A record will be set up for each sent invoice in the Preliminary entering.
@@ Line 54: / Line 54: @@
 == The OK column: ==
-{{ExpandImage|LEV-SKA-EN-Bild6.png}}
+{{ExpandImage|LEV-ISC-EN-Bild6.png}}
 In this column you will see the results of different check-ups, i.e. with the supplier register.
@@ Line 60: / Line 60: @@
 {|class= mandeflist
-! #. Check if supplier is missing
+! 1. Check if supplier is missing
 |-
-! #. Check if several suppliers match
+! 2. Check if several suppliers match
 |-
-! #. Check if aprover is missing
+! 3. Check if aprover is missing
 |-
-! #. Check if invoice with same invoice number already exists
+! 4. Check if invoice with same invoice number already exists
 |-
-! #. Check if there is VAT on a foreign supplier
+! 5. Check if there is VAT on a foreign supplier
 |-
-! #. OK (If OK, the invoice is ready for sending to approvers)
+! 6. OK (If OK, the invoice is ready for sending to approvers)
 |}
@@ Line 102: / Line 102: @@
 == Tab Errors/reminders ==
-{{ExpandImage|LEV-SKA-EN-Bild7.png}}
+{{ExpandImage|LEV-ISC-EN-Bild7.png}}
 This tab informs of possible reminders and invoices with errors.