As you open your invoices and other paperwork, place them in two piles. – one-page invoices/papers – all other invoices/paperwork that are two pages or more
As you open your invoices and other paperwork, place them in two piles. – one-page invoices/papers – all other invoices/paperwork that are two pages or more
The Image Stapler starts with the TIF file that was created when you fed multi-page invoices/papers into the batch scanner. You use the Image Stapler to separate the one TIF
Once you have all your scanned images/invoices as TIF files or image-based PDF files, you use the Batch Upload Tool to process these files and load the information into sfPMS.
If the files (invoices, etc.) you want to process through the Batch Viewer are already in electronic form, you need not use the Batch Upload Tool. You can create the
The Batch Viewer displays your scanned TIF images as well as any valid files attached to the File Batch document. It also connects to Microsoft Dynamics SL Accounts Payable Voucher
File Menu Open Batch Select and Open a batch. Open Recent Open a recent Spitfire document to which an image was attached. If you used the Inquiry option or attached
To use the Batch Viewer: (optional) Use First scan, Prior scan, Next scan, and Last scan or View | Pick from List to access a specific image. (optional) Click Invoice
There may be times you want to ensure if an image/invoice has already been processed or if a Voucher document already exists for a particular invoice. The Invoice Inquiry dialog
Inquiry (Route It Option) When you need to route a specific image in a batch to someone else, who will then route it back to you so you can complete
Note: The AP Invoice Processing workflow requires sfPMS to be integrated with Microsoft Dynamics SL. Click AP Attach to Voucher to open Microsoft Dynamics SL AP Voucher and Adjustment Entry.