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System Settings

 
From the Settings Menu > System Settings
 
 
 
 
Blank Page Tolerance: 4,000 is the default tolerance.  This measurement helps TimberScan recognize images that are blank pages.  A number smaller than 4,000 is more sensitive, a larger number is less sensitive.  A less sensitive setting will be more forgiving in terms of stray marks, etc.
 
Operator Clear Minutes: After 60 minutes idle, the operator's Timberscan session will close.
 
PDF Conversion Resolution (DPI): We recommend that the image resolution be set to 300 dots per inch.
 
Allocate Sales Tax: If you using Timberline's Allocate Sales Tax feature.  It forces TimberScan to create a .txt and to import invoices into Sage 300 CRE.  When checking this box, you must also select the Export Format = Timberline. 
 
Using Timberline Named AP Files:  If you are using Timberline's Named Files feature.  It forces TimberScan to create a .txt and to import invoices into Sage 300 CRE.  When checking this box, you must also select the Export Format = Timberline
 
 
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Export Format:  Choose Timberline file format if you are importing .txt files into Sage 300 CRE Accounts Payable. 
 
 
 
Vendor-Job Record Limit: This optional setting allows you to limit the number of vendor-job records to be set up in Maintenance > Vendor-Job Setup.
 
PO's in Approval Groups:  Only subcontracts will display adding to approval group criteria unless this box is selected and if you choose the Commitment Routing  rule in Routing Settings.  This Commitment Routing rule allows for specific commitments or Purchase Orders (if the option is checked) to be added to an approval groups in Approval group criteria - not whether or not there is a commitment or PO, but routing for specific commitments or PO's.
 
Restrict G/L & Job Access: Will you have approvers who only approve invoices for certain jobs or departments?  Approvers can be limited to just the jobs or G/L accounts that are assigned to them in Approval Group Criteria.

 
Use TimberSync: TimberSync is a tool that allows TimberScan to communicate with Timberline by synchronizing the two databases at regularly scheduled intervals.  For example, when you add a new vendor or job in Timberline, TimberSync copies the record to TimberScan. Records are searched in TimberScan instead of Timberline, allowing for faster processing TimberScan. 
 
TimberSync is installed as part of the TimberScan software installation.  It can be turned on or off.  There is a Disable TimberSync button on each user's File menu that you can use if you need temporary "live synchronization." 
 
 
Allow No Job or GL Entry: This option allows Data Entry to enter invoice information without the distribution coding. The only coding that must be entered on the distribution grid is the dollar amount; the total distribution amount must equal the invoice amount. This feature is useful if you want project managers or  other approvers to enter the distribution coding for invoices. 
 
 
Ignore Threshold on Route: If using thresholds and an approver is using the manual routing feature to select who they want to send the invoice to next, checking this box will ignore any threshold and transfer the invoice to the selected approver. 
 
Auto Display Approvals: This box displays a pop up window showing all previous approvers. 
 
Omit Tax from Commitment:  Must be checked in order for TimberScan to follow Timberline's Tax rate setup.  If in Sage 300 CRE Accounts Payable the box is checked to exclude tax from commitment. 
 
 
Use Commitment Item Description: Retrieves the Commitment Item Description into the Invoice Entry Distribution Description. 
 
Allow Export Batch Naming: It allows naming the batch exported to Sage 300 CRE Accounts Payable.  It allows the user to search by batch name in Sage 300 CRE.
 
Allow Multi-line Commitment: Checking this box allows operators to select multiple line items on a commitment at one time to retrieve them onto the invoice distribution grid. 
 
Allow Override Commitment Unit Cost: Checking this box allows operators to override any unit cost on a commitment set up in Sage 300 CRE.
 
Suppress Notifications: You can select to suppress notifications that generate from the Acquire and/or Invoice Entry functions.
 
Document Mode: Select from either Monochrome or Color to store images in TimberScan and Sage 300 CRE. You can select to suppress notifications that generate from the Acquire and/or Invoice Entry functions. Black & white images are stored in TIFF format while color images are saved in PDF format. Color mode utilizes more memory and storage space.
 
Invoice Type Required: For those who always route by Invoice Type, check this box. When this box is checked, an Invoice Type is required to process any invoice in data entry (Invoice Entry, Approve, Final Review, etc.) and to move it forward in the workflow.
 
Document Assembly Order: Select how to order your images. Do you want to see checks before invoice images or checks as the last image in the packet. You can choose from Checks/Invoice/Supporting Documents or Invoice Supporting Documents/Checks.
 
 
Date Formats: Select the Date Display Format to match the Regional Settings Date Format. You can choose from various Date Entry Formats. The date formats here should match your system settings in Windows on your PC.
 
 
                                                                
 

Capture Settings

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Processing Method -   Currently the Proofing Grid is not available. The Processing Method defaults to Original.
 
Accounting Date Usage -   The three options are “Invoice Date”, “Current Date” and “Acquire Date”. Regardless of the method that you choose for calculating this date, it can always be changed at any time before being exported to Sage 300 CRE.
 
The Invoice Recognition Percent - should never be changed unless so advised by a TimberScan support representative.
 
Use Painted Regions on Data Entry - Checking this box displays Capture-colored fields matching the template fields.
 
With the box checked, the colors display; unchecked no colors display for Capture-acquired invoices.
 
 
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Remove Leading Zeroes - Check this option if you do not want your vendor invoices starting with zeroes.  This option removes the zeroes and the invoice number starts with the first digit not zero. 
 
Default Invoice Date Format:  MM/DD/YYYY is the most common date format in the United States while DD/MM/YYYY is commonly used in Canada and Europe and other countries. 
 

Image Resolutions:

 
Capture - You have the option to specify whether the Capture documents that you are are going to scan/acquire should have a resolution of 300 dpi or 600 dpi.  We strongly recommend using 300 dpi as the higher 600 dpi resolution provides no appreciable benefits when recognizing the text in a document and results in significantly larger image files. 
 
Final - The permanent resolution that the images will be stored at after the Capture process.  We recommend 300 dpi as it is generally considered to be archival quality, however, to save space the images can be downgraded to 200 dpi.  It is not possible to upgrade the Final Resolution to a higher resolution than the Capture resolution. 
 

Other Settings:

 
 
Mobile API Settings - These settings will be entered when you choose to purchase TimberScan's Mobile application which allows users to approve invoices via mobile devices such as tablets and smartphones.
 
Auto Acquire Emails - These settings will be entered should you choose to set up TimberScan's auto acquire where email attachments can automatically be acquired and placed into a data entry queue. This is an optional purchase.
 
 
 
 
 
 
 
 
 
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