Prep Work for Batch Scanning
As you open your invoices and other paperwork, place them in two piles. – one-page invoices/papers – all other invoices/paperwork…
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Documentation
Using the Image Stapler
The Image Stapler starts with the TIF file that was created when you fed multi-page invoices/papers into the batch scanner….
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Batch Upload Tool
Once you have all your scanned images/invoices as TIF files or image-based PDF files, you use the Batch Upload Tool…
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Creating a File Batch
If the files (invoices, etc.) you want to process through the Batch Viewer are already in electronic form, you need…
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Batch Viewer
The Batch Viewer displays your scanned TIF images as well as any valid files attached to the File Batch document….
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Batch Viewer Menus
File Menu Open Batch Select and Open a batch. Open Recent Open a recent Spitfire document to which an image…
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Using the Batch Viewer
To use the Batch Viewer: (optional) Use First scan, Prior scan, Next scan, and Last scan or View | Pick…
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Using the Invoice Inquiry Dialog Box
There may be times you want to ensure if an image/invoice has already been processed or if a Voucher document…
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Routing an Image
Inquiry (Route It Option) When you need to route a specific image in a batch to someone else, who will…
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AP Invoicing Processing Steps
Note: The AP Invoice Processing workflow requires sfPMS to be integrated with Microsoft Dynamics SL. Click AP Attach to Voucher…
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