Scan documents

Use this function to send attachments retrieved from emails sent to be scanned by the AI service.

When these attachments were retrieved in Get emails or by using a batch task, a record for each document was created in the Process documents function. You can review and get results for each document, or use this function to send them all to the AI service, saving time.

Define your criteria

  1. You can select all companies or a single company.
  2. If you selected All companies, you need to enter a legislation. Otherwise, the legislation displays for the selected company.
  3. You can enter a date range. For a single date, such as the current date, leave the End date field empty.
  4. When you select OK, the service returns results for all invoices that match your criteria and that have not yet been processed.

A log file displays when complete. You can also create a standard batch task for this process. You can view results in the Process documents function.

You can also set up batch tasks for this process.

Screen management

Filters

All companies (field ALLSNAPCPY)
Select this checkbox to scan documents for all registered companies.
Company (field SNAPCPY)
Or, you can enter or select a company to scan documents for a single company.
Legislation (field SNAPLEG)
If you selected all companies, you need to select a legislation.
If you entered a company, the legislation displays the legislation for that company.
All records (field ALLSNAPEXT)
Select this checkbox to scan all records for the selected company or companies.
Record no. (field SNAPEXT)
Or, you can enter a single record number. Record numbers are created in the Processed documents function.
All users (field ALLSNAPUSR)
Select this checkbox to included documents processed by all users.
User (field SNAPUSR)
Or, you can enter a user code to only process documents by a single user.
By default, you user code displays.
Start and end dates (fields SNAPSTRTDAT/SNAPENDDAT)
Enter a date range to only include documents within those dates.

Attachments

Download (field DOWNLOAD)
Use this action to download the original attachments that were sent to the AP Automation email.

Specific buttons

Memo Select this action to save the current settings to reuse later using a unique memo code. The memo code is linked to your user profile, not to the function or the screen.
Recall Enter or select the unique memo code you created to apply the settings saved with that code.
Delete memo This action deletes a saved memo code and cannot be undone.