Share your ideas with us!

We value the input from our users highly, and are convinced that together we can create amazing products and services. Therefore we would love to hear your ideas on how to improve our services.

We have users in many countries around the globe, so please write in English if you are able to do so.

Help shape the future of Compello - share your idea now!

Import from Client folder should give dialog box for choosing Doc.type/client/Scanner series

If you import from a predefined scanner folder, you cannot set up the client, doc.tpe and scanner series in advance.  They just come straight in and you then have to fill inn each field for each row., which is ridiculous. This was posible in Silverlight so it is almost a bug. 

If you use import from Local Folder instead, the invoices are not moved autoamtically to sub folder "archive".

 

Arose due to case 42367 Brage Finans.

  • Guest
  • Nov 25 2019
  • Shipped
Bookkeeping module
  • Attach files
  • Admin
    Gøril Thue commented
    October 23, 2020 07:47

    HI ,

    adding default doc type and arc no serie for each client is available in Process Admin. New Doc import uses the default doc type and arc no serie when invoices are imported .

    Regards

    Gøril Thue

    Product manager Compello Process

    ×

    Attachments Open full size

  • Admin
    Gøril Thue commented
    November 26, 2019 13:17

    Hi,

    thank you for your idea .

    When using local scanner folder you get an option to add client, doc type ans scanner serie.

    When importing from client scanner folder you do not get this option , but instead you can mark all imported files and add the info for all files in one operation by using Edit information.

    We plan to give a solution for setting default doc type and scanner series for each client which will be used when importing from client scanner folder or by mail import.

    This new functionality will be a part of Admin Web and Doc Import Web - planned for H1 2020.

    With regards

    Gøril Thue

    Product owner Compello Process

    ×

    Attachments Open full size

Related ideas