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Import Invoices into TimberScan

 
 
IMPORT INVOICES INTO TIMBERSCAN
This feature allows you to import various types of invoices into TimberScan for image attachment and/or approval. If using TimberScan’s approval system, the approval system must also be activated in Sage 300 CRE Accounts Payable.
 
Why use this feature?
There are several reasons to import already coded invoices into TimberScan:
Import Regular Invoices
1. If you need to have costs in Accounts Payable, General Ledger and/or Job Cost as soon as the vendor invoice is entered, enter the invoice in Sage then import the invoice into TimberScan to match the invoice image to the invoice. Optionally, you can route the invoice through TimberScan’s approval process. The invoice in Sage remains “unapproved” while the invoice is routed for approval through TimberScan. After final approval, the approval flag in Sage is automatically set to “approved.”
 
Import Imported Invoices
2. Invoices from Sage’s Purchase Order and Service Management modules are coded and automatically sent to Sage 300 CRE Accounts Payable. The import invoices feature in TimberScan allows the operator to match images to the invoices and, optionally, route invoices through TimberScan’s approval system.
 
NOTE: Starting with Sage 300 CRE version 12.1, invoices from the PO module are imported as “regular invoices” in TimberScan – Option 1 above. Invoices created in the PO module on Sage 300 CRE versions prior to 12.1, are treated as “imported invoices.” Invoices from Service Management are also treated as “imported invoices” – Option 2.
 
Import Invoices from File
3. Data from a comma-delimited TXT file in the correct Accounts Payable import file format can be imported into TimberScan as coded invoices which then can be matched to images and routed through the approval process. 
 
Import Recurring Invoices
4. Use this feature to import Sage 300 CRE recurring vendor invoices into TimberScan to match images to invoices and, optionally, to route invoices for approval.
 
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