Automatically preview the scanned invoice within the Incoming Invoice Register module

Posted on 22. Jun, 2010 by Vincent Henricks in Exact Synergy

Usually the Finance and Administration department check and approve all incoming invoices manually. From product update 242 we have introduced the Incoming Invoice Register (IIR) module for Exact Synergy Enterprise. The IIR module allows you to easily structure and monitor the incoming invoice process. Each invoice is scanned and immediately linked to the appropriate register and responsible person(s). Authorization requests are generated automatically, appearing in the workflow of the person responsible for approving the invoice. The responsible person can approve or reject the invoice at any time, from any location.

In the coming product update (244), we extend the IIR functionality with a document previewer, which shows automatically a preview of the scanned invoice that is attached to the IIR request. The big advantage is that the resource does not need to click on the hyperlink to open the attached invoice. The document is already visible in the request and the resource can directly compare the content of the invoice with the financial transaction lines in the request.
This saves the user a lot of time.

If you have any questions regarding the IIR document previewer, please create a comment to this article below or let me know directly via vincent.henricks[at]exact.com.

Image credit for the header image: cybrgrl (from Flickr).

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8 Responses to “Automatically preview the scanned invoice within the Incoming Invoice Register module”

Barry van der Meij

22. Jun, 2010

Finally!

Why link this to only IIR and not to all request types?
There are more processes in which documents are attached, an expense claim for example.
Jeroen Gruppen

22. Jun, 2010

If you want to have preview functionality on all requesttypes, please consider Nobel / Eddon. We offer a standard solution for this. More information on this solution can be found here: http://www.eddon.nl/producten/eddon-blocks/exact-synergy-enterprise/document-preview-se.html?search_category=1522021&opened_folder=1522205
Jeroen Gruppen

22. Jun, 2010

Also available for Synergy ASP if you are not running Synergy Enterprise
Exact UK User

22. Jun, 2010

Hi Jeroen

Is your solution available in the UK market??
Alex Struik

22. Jun, 2010

For non dutch speakers: information in English about the Document Preview solution of Eddon Software can be found here: http://www.eddonsoftware.com/products/eddon-blocks/exact-synergy/document-preview-1724672.html?search_category=1724654&opened_folder=1724658
(preview functionality on all requesttypes).
Vincent Henricks

22. Jun, 2010

We are aware of the solution that Nobel offers. From Exact Synergy Enterprise release 242 it is possible to attach external documents directly to a request, without creating a document first. This makes it already much easier to open and read the attachments.
Exact UK User

22. Jun, 2010

Hi Alex

Many thanks for the EN doc, but as an Exact user in the UK can I buy this add-on from Eddon?
Alex Struik

22. Jun, 2010

Yes, as an Exact user in the UK you can buy this and other add-ons from Eddon. Send us an email or contact us via http://www.eddonsoftware.com or by phone.

Thanks, Alex