Document Capture and AP Invoices

Document Capture is a PC tool that interfaces with the Twain32 scanner driver allowing documents to be scanned, then associated to a specific Workflow attachment record or to an attachment definition so it can later be attached to a new record.

It is assumed that the option to install this feature was selected during the Tools install of the software and that a scanning device has been configured.

Access the Document Capture application to bring up the main page ("Acquire Pages") and select the Batch Mode button.

Using the setting "Single Page Documents," all of the invoices scanned will be single page invoices.

• Select the appropriate Attachment Definition
• Enter in a Default Description
• Select Workflow Attachment
• Click "Scan" to begin scanning the invoices

Once the image is loaded into BusinessPlus, navigate to the appropriate mask. Under the Workflow menu, select the Document awaiting a New Record.

Update the information for the Invoice, select the document and save the record. The document will be attached to the invoice record that was modified.