Difference between revisions of "Invoice scanning/nb"

Revision as of 14:59, 14 August 2019

Fremgangsmåte

Skanningsfunksjonen finnes i Økonomi: Leverandørsfakturaer. Hvis dere må legge dataopplysningene inn selve, bruk Manuell registrering. Fakturaene kan sendes inn til tolking på tre forskjellige måter:

Den enkleste og derfor anbefalte måten er å sende fakturaene med e-post, med forskjellige e-postadresser for hvert av deres selskaber. Kontakt Kalin Setterberg for å få deres adresse.

Fakturaene i mailen må være i Pdf-format og ha en resolusjon på mist 300 dpi. I en e-postmelding kan kun en pdf være tilføyet. Dersom Pdf:en består av flere fakturaer, må de splittes opp i individuelle filer. Det er mulig å sende flere individuelle filer i en mail, men mailen får ikke inneholde andre ting som logoer, linker, signaturer etc.

Prosedyren er fullt automatisk. E-post med avvikelser vil fastne i en manuell kontroll, hvilket forsinker håndteringen.

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

Scanning:

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.

Direct import:

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

Status:

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

A record will be set up for each sent invoice in the Preliminary entering. The status will be ”Sent+todays 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:

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

1. Check if supplier is missing

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

Tab Errors/reminders

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

Other functions: