Difference between revisions of "Scanning of suppliers' and media invoices/en"

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== How to scan cost invoices ==
  
== How to scan cost invoices ==
   
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The scanning function is available in {{pth|Accounting|Suppliers' invoices}}.There are three different ways to send invoices for interpretation:
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The scanning function is available in {{pth|Accounting|Suppliers' invoices}}. There are three different ways to send invoices for interpretation:
   
 
{{ExpandImage|LEV-SCA-FI-Bild1.png}}
  
{{ExpandImage|LEV-SCA-FI-Bild1.png}}
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The first and most simple way is to send the invoices (PDF) to an e-mail address with this format: p.[COMPANY CODE].[CLIENT ID] . Note that the e-mail only can contain pdf files, nothing else. Links, signatures, etc. have to be removed before sending the mail. You can only send one invoice per file.
  
The first and most simple way is to send the invoices (PDF) to an e-mail address with this format: p.[COMPANY CODE].[CLIENT ID] . Note that the e-mail only can contain pdf files, nothing else. Links, signatures, etc. have to be removed before sending the mail. You can only send one invoice per file.
   
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The second way is to use the function {{btn|Scanning}} in {{pth|Accounting/Suppliers' invoices}}, tab {{flik|Preliminary entering}}.
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The second way is to use the function {{btn|Scanning}} in {{pth|Accounting/Suppliers' invoices}}, tab {{flik|Preliminary entering}}
   
 
{{ExpandImage|LEV-SCA-FI-Bild2.png}}
  
{{ExpandImage|LEV-SCA-FI-Bild2.png}}
   
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Click on {{btn|Scanning}}. Import the files that shall be scanned. When they are imported, select which ones thatshall be sent for interpretation by checking the boxes beside the invoices.
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Click on {{btn|Scanning}}. Import the files that shall be scanned. When they are imported, select which ones that shall be sent for interpretation by checking the boxes beside the invoices.
 
You can send the invoices as separate files with {{btn|Save separate}} or in a common file with {{btn|Save}}.
  
You can send the invoices as separate files with {{btn|Save separate}} or in a common file with {{btn|Save}}.
   
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{{ExpandImage|LEV-SCA-FI-Bild7.png}}
  
{{ExpandImage|LEV-SCA-FI-Bild7.png}}
   
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The status of the scanned invoice is shown in a column in the Preliminary invoicing. When an invoice is sent to interpretation, its status is ”Sent” and when it returns to Marathon it is blank and ready to process.
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The status of the scanned invoice is shown in a column in the Preliminary invoicing. When an invoice is sent to interpretation, its status is ”Sent” and when it returns to Marathon it is blank and ready to process.
   
  +
=== Other functions in the Preliminary entering ===
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=== Muut toiminnot saapumisrekisteröinnissä ===
  
   
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{|class=mandeflist
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{|class= mandeflist
  +
!Open
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!Avaa
  
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|Shows the interpreted invoice information
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|Näyttää tulkitun laskun tiedot.
  
 
|-
  
|-
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!Send for approval
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!Lähetä hyväksyttäväksi
  
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|Sends a notification to the approver that they have invoices to approve.
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|Laskun tarkistaja saa ilmoituksen laskusta
  
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!Change approver
⚫
|-
 
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|Possibility to change approver.
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!Vaihda hyväksyjä
  
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|Voit tarvittaessa vaihtaa hyväksyjää laskulle
  
 
|-
  
|-
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!Change supplier
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!Vaihda toimittaja
 
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|Possibility to change supplier or add a new one to the suppliers' list.
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|Voit tarvittaessa vaihtaa toimittajan tai lisätä uuden toimittajan listaan
  
 
|-
  
|-
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!Cancel
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!Mitätöi
  
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|The selected row will be cancelled.
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|Listassa valittu rivi mitätöidään
  
 
|-
  
|-
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!Show invoice
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!Näytä lasku
  
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|Shows the invoice in pdf format.
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|Näyttää laskun kuvan pdf-muodossa
  
 
|-
  
|-
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!Manual registration
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!Manuaalinen rekisteröinti
  
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|Possibility to enter an invoice manually, without Kalin Setterberg's interpretation.
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|Voit rekisteröidä laskun manuaalisesti ilmanKalin Setterbergin tulkintaa
  
 
|-
  
|-
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!Message
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!Ilmoitus
  
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|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.
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|Sisäiseen käyttöön, ilmoitus näkyy suoraan rivillä. Voit myös nähdä laskua koskevia aikaisempia ilmoituksia. Voit myös lähettää ilmoituksen kollegoillesi tällä toiminnolla
  
 
|-
 
|-
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!Media invoice
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!Medialasku
  
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|The invoice is transformed to a media invoice and will be sent for interpretation in the media system.
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|Muuttaa laskun medialaskuksi, jonne se lähetetään tulkittavaksi
  
 
|}
  
|}
   
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=== Listan OK-sarake ===
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=== The OK column ===
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Sarake näyttää laskun tarkistuksen tuloksen, esim. kuinka se täsmää toimittajarekisterin kanssa. Ohjelma tarkistaa myös kunkin laskun hyväksjyän.
 
  +
The OK column shows if there has been any errors in the check against the supplier register, approvers and other things.
   
 
{{ExpandImage|LEV-SCA-FI-Bild12.png}}
  
{{ExpandImage|LEV-SCA-FI-Bild12.png}}
   
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Tab {{flik|Errors/Reminders}}
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Virheiden lisäksi sarake näyttää, mikäli kyseessä on maksumuistutus. Ne saavat statuksen "Muistutus" kun taas virheellset saavat statuksen "Hylätty".
  
   
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This tab informs of possible reminders and invoices with errors.
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=== Muut toiminnot ===
  
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Reminders have status ''Reminder'' whereas other erroneous invoices have status ''Rejected''.
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{|class= mandeflist
  
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!Näytä
  
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=== Other functions ===
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|Näyttää virheellisen laskun tai muistustuksen pdf- muodossa
  
  +
{|class=mandeflist
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!Show
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|Shows the reminder/rejected invoice in pdf format
 
|-
  
|-
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! Confirm
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!Vahvista
  
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|Confirms that you have checked the reminder or the rejected invoice. The confirmed invoice will threafter be deactivated.
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|Vahvistaa, että olet tarkistanut muistutuksen tai hylätyn laskun. Vahvistettu lasku siirtyy kirjanpotolokiin.
  
 
|-
  
|-
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!Message
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!Ilmoitus
  
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|Write an internal message and if you want, notify your colleagues with it.
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|Voit kirjoitta sisäisen kommentin ja myös lähettää sen kollelgoillesi ilmoituksena.
 
  ⚫
|}
 
|}
  
|}
  +
== How to scan media invoices ==
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== Medialaskujen skannaus ==
  
   
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The scanning function is available in {{pth|Media|Enter media invoices}}. There are three different ways to send invoices for interpretation:
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Skannaustoiminto löytyy ohjelmasta {{pth|Media|Medialaskujen rekisteröinti}}.
  
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Skannauksen voi tehdä kolmella eri tavalla:
  
   
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{{ExpandImage|LEV-SCA-FI-Bild8.png}}
  
   
  +
The first and most simple way is to send the invoices (PDF) to an e-mail address with this format: p.[COMPANY CODE].[CLIENT ID] . Note that the e-mail only can contain pdf files, nothing else. Links, signatures, etc. have to be removed before sending the mail. You can only send one invoice per file.
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Ensimmäinen ja yksinkertaisin tapa on lähettää laskut sähköpostina. Käytä osoitemuotoa:
  
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<u>p.[YRITYSKOODI].[ASIAKAS-ID]</u>.
  
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Huomioi, ettei viestissä saa olla mitään muuta kuin PDF-tiedostoja; kaikki linkit, sähköpostiallekirjoitukset ym. on poistettava ennen lähettämistä.
  
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Jokaiselle laskulel on laitettava oma viesti; niitä ei voi lähettää useampia yhdessä.
  
   
  +
The second way is to use the function {{Skanning}} in {{pth|Media/Enter media invoices}}, tab {{flik|Preliminary entering}}.
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Toinen tapa on käyttää toimintoa {{btn|Skannaus}} ohjelmassa
  
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{{pth|Media|Medialskujen rekisteröinti}}, välilehdellä
  
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{{flik|Saapumisrekisteröinti}}.
  
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Tee näin:
  
   
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Click on {{btn|Scanning}}. Import the files that shall be scanned. When they are imported, select which ones thatshall be sent for interpretation by checking the boxes beside the invoices.
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Samoin kun ostolaskujen kanssa, klikkaa {{btn|Skannaus}}. Valitse {{btn|Tuo}} ja valikoi skannattavat tiedostot. Tuonnin jälkeen voit valita ne, jotka lähetetään tulkattavaksi rastittamalla laskun vierellä olevan ruudun.
  
   
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You can send the invoices as separate files with {{btn|Save separate}} or in a common file with {{btn|Save}}.
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Toiminnalla {{btn|Tallenna erilliset}} voit lähettää laskut erillisinä tiedostoina kun taas toiminta {{btn|Tallenna}} lähettää kaikki valitut laskut yhtenä tiedostona.
  
   
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The third way is to use the function {{btn|Direct import}}.
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Kolmas tapa on toiminto {{btn|Suoratuonti}}. Valitse tiedostot, jotka lähetetään tulkattavaksi ja paina {{btn|Ok}}.
  
   
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Select the files that shall be sent for interpretation and click {{btn|Ok}}.
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{{ExpandImage|LEV-SCA-FI-Bild9.png}}
  
   
  +
The status of the scanned invoice is shown in a column in the Media list.
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Medialistassa on sarake, joka näyttää skannatun laskun tilan. Kun lasku on lähetetty tulkittavaksi, status on ”Lähetetty” ja kun se tulee takaisin Marathoniin, sen tilan näkee sarakkeesta OK.
  
   
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When an invoice is sent to interpretation, its status is ”Sent"
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{{ExpandImage|LEV-SCA-FI-Bild10.png}}
  
   
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When it returns to Marathon its status is shown in the OK column.
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{{ExpandImage|LEV-SCA-FI-Bild11.png}}
  
   
 
[[Category:LEV-SCA-FI]]
  
[[Category:LEV-SCA-FI]]
 
[[Category:Manuals]]
  
[[Category:Manuals]]
  +
[[Category:Accounting]]

Latest revision as of 15:35, 24 January 2019


How to scan cost invoices

The scanning function is available in Accounting: Suppliers' invoices. There are three different ways to send invoices for interpretation:

The first and most simple way is to send the invoices (PDF) to an e-mail address with this format: p.[COMPANY CODE].[CLIENT ID] . Note that the e-mail only can contain pdf files, nothing else. Links, signatures, etc. have to be removed before sending the mail. You can only send one invoice per file.

The second way is to use the function Scanning in Accounting/Suppliers' invoices, tab Preliminary entering

Click on Scanning. Import the files that shall be scanned. When they are imported, select which ones that shall be sent for interpretation by checking the boxes beside the invoices. You can send the invoices as separate files with Save separate or in a common file with Save.

The third way is to use the function Direct import. Select the files that shall be sent for interpretation and click Ok.

The status of the scanned invoice is shown in a column in the Preliminary invoicing. When an invoice is sent to interpretation, its status is ”Sent” and when it returns to Marathon it is blank and ready to process.

Other functions in the Preliminary entering

Open Shows the interpreted invoice information
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 or add a new one to the suppliers' list.
Cancel The selected row will be cancelled.
Show invoice Shows the invoice in pdf format.
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.


The OK column

The OK column shows if there has been any errors in the check against the supplier register, approvers and other things.

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

Show Shows the reminder/rejected invoice in pdf format
Confirm Confirms that you have checked the reminder or the rejected invoice. The confirmed invoice will threafter be deactivated.
Message Write an internal message and if you want, notify your colleagues with it.

|}

How to scan media invoices

The scanning function is available in Media: Enter media invoices. There are three different ways to send invoices for interpretation:


The first and most simple way is to send the invoices (PDF) to an e-mail address with this format: p.[COMPANY CODE].[CLIENT ID] . Note that the e-mail only can contain pdf files, nothing else. Links, signatures, etc. have to be removed before sending the mail. You can only send one invoice per file.

The second way is to use the function Template:Skanning in Media/Enter media invoices, tab Preliminary entering.

Click on Scanning. Import the files that shall be scanned. When they are imported, select which ones thatshall be sent for interpretation by checking the boxes beside the invoices.

You can send the invoices as separate files with Save separate or in a common file with Save.

The third way is to use the function Direct import.

Select the files that shall be sent for interpretation and click Ok.

The status of the scanned invoice is shown in a column in the Media list.

When an invoice is sent to interpretation, its status is ”Sent"

When it returns to Marathon its status is shown in the OK column.

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