Processing Incoming Documents
To record an external document in Finance and Operations, Business edition, you must first create or complete an incoming document record. You can do this manually, or you can take a photo of the external document and then create the incoming document record with the image file attached.
From PDF or image files that you receive from your trading partners, you can have an external OCR service (Optical Character Recognition) generate electronic documents that can be converted to document records in Finance and Operations, Business edition. For example, when you receive an invoice in PDF format from your vendor, you can send it to the OCR service from the Incoming Documents window. Alternatively, you can send the file to the OCR service by email. Then, when you receive the electronic document back, a related incoming document record is created automatically. After some seconds, you receive the file back from the OCR service as an electronic invoice that can be converted to a purchase invoice for the vendor.
|Create incoming document records manually or automatically by taking a photo of a paper receipt, for example.||Create Incoming Document Records|
|Use an OCR service to turn PDF and image files into electronic documents that can be converted to purchase invoices in Finance and Operations, Business edition, for example. Train the OCR service to avoid errors next time it processes similar data.||Use OCR to Turn PDF and Image Files into Electronic Documents|
|Connect or remove incoming document records for any non-posted sales or purchase document and to any customer, vendor, or general ledger entry from the document or entry.||Create Incoming Document Records Directly from Documents and Entries|
|From the Chart of Accounts and General Ledger Entries windows, use a search function to find general ledger entries for posted documents that do not have incoming document records and then centrally link to existing records or create new ones with attached document files.||Find Posted Documents without Incoming Document Records|
|Get better overview by setting incoming document records to Processed to remove them from the default view.||Manage Many Incoming Document Records|