This document explains the process of receiving and processing scanned documents that
are not invoices or credit notes.
This guide explains how to receive and process other scanned documents through
Visma.net AutoInvoice. The scanned documents include reminders, receipts and payments.
- Prerequisites:
-
- Visma Scanner installed
- An active Visma.net AutoInvoice integration
- An activeVisma Document Center integration
- Diverse serie must be defined in Bedriftsopplysninger
- Scanning and delivering documents
- To be able to receive other scanned documents from Visma.net AutoInvoice, the document type Vouchers must be enabled for receiving. This can be
done in the Konfigurere AutoInvoice-konto dialog in the Bedriftsopplysninger table,
or through the Aktiver AutoInvoice
in the Bedrift
table.
- In Visma Scanner, you may scan a document and select the document type for the scanned
file. If selected type is any other than invoice or credit note, the user
will be asked to write a comment (mandatory). The document date is
automatically set as today's date, but may be changed or removed
completely.
- If the prerequisite integrations are set up correctly, the document will be
delivered through Visma.net AutoInvoice to Visma Document Center and from there be delivered to the Visma Business table Inngående regnskapsdokument.
- Received document
- A new document will include an Opprinnelse and an ID reference for the application that delivered it (VDC =
Visma ID, Workflow = Ekstern dokument-ID. Beskrivelse contains the comment written in Visma Scanner, and is editable. Before being processed, the field Status is empty. If you do not want to create a voucher from the document, you
may stop further processing by entering a value in the Ingenting å behandle column, or by using the processing with the same name. The processing can
be used on multiple rows simultaneously.
- View document
- You may view the scanned document by running the processing Vis dokument. This will open the VDC document viewer showing the scanned image of the
document.
- Process scanned document
- To create a voucher from the document, select the document and run the
processing Behandle dokument. A voucher will now be created using the voucher series set in Diverse serie. If the field Bilagsserienr has been set, this will be used to assign voucher number instead of
Diverse serie. Note that multiple rows may be selected and processed at the same time.
These will be handled individually, so each may have separate voucher
series.
- A new voucher will be created using the assigned voucher no, with voucher
date set based on Dok.dato or today's date if that field is empty. If origin = 3 - Dokumentsenter, the voucher will include the Visma ID. Bilagsart will
be set according to the voucher series used. Accounts and amounts must be
added manually by the user. When created, Status in Inngående regnskapsdokument
will change toSendt til bokføring indicating that the document has been processed.
Merk: If Diverse serie is not set, the processing will fail and an error message will be
shown on screen.
Merk: To avoid update of empty vouchers, all
batches originating from "other documents" will be set as Sperret.