PDF inboxes

In this box you add rows for paths to PDF inboxes for invoices (if you have the EIM option installed) or vouchers. The PDF files that are created when scanning paper invoices and other documents connected to vouchers, should be saved in a PDF inbox.

A PDF inbox can be a local folder on a computer or a shared folder on a computer in the network.

If other EIM users should be able to register invoices via the PDF inbox, the path must point to a shared folder on a computer in the network. The other users must have the permission to Modify in Windows for that folder.

In the Name field you enter a suitable name for the PDF inbox. This name will then be displayed for the PDF inbox in the navigation panel in the Register supplier invoice and Register vouchers procedures. By using the button Translations you can translate the text to the different active languages registered in the system. Read more about language management for translatable texts.

In order for the inbox to be visible in the procedures above and to be possible to select in the inbox in this procedure, you must also check the Active box.

In the Inbox activated for field, you determine if the inbox should be used in Register supplier invoices, Register vouchers, or Manage bank transactions.

The Attachment type determines which type of document the inbox is used for. If the inbox is activated for Register vouchers, the following attachment types are available from the start to choose among: Delivery note, Purchase order, Travel claim, Correspondence with suppliers, or Other. If the inbox is activated for Register supplier invoice, the attachment type will always be set to Invoice.