Read from Paperflow
Version 93: The "Read from Paperflow" function has been removed if you have enabled automatic scanning under preferences:
If you want to manually send attachments to Paperflow from before the update, you must temporarily disable "Automatically scanned".
Relevant links: Importing e-conomic vouchers , Physical vouchers
Paperflow makes it possible to read all relevant data from receipts automatically, eliminating the need for manual tasting work.
Read more about Paperflow here .
ATTENTION! Paperflow is not set up to work in all countries.
This means that if the accounts are set to foreign under Company/ Company information the Paperflow button is not visible in all countries.
If you go to Physical receipts (Inbox) under Finances, it works in such a way that when 'Auto scan' is enabled, when you press save in the inbox, the incoming receipt(s) will be scanned. To retrieve the scanned attachment data into the inbox, you need to press refresh. It may take a few minutes before it is ready to be retrieved again.
It works in such a way that in Physical attachments (inbox) there will be a button called Paperflow, with this button you can manually send one or more attachments to the scanner, and when you want the attachment returned, you must press the update button.
If 'Automatically create creditors' is turned off, we will ONLY add a creditor to the attachment if it is already created in Uniconta.
As always, you will be able to see the status of mypaperflow if you have created a profile, or create a user on mypaperflow.
NOTE* Manual will also mean that attachments via upload app and email will NOT be scanned.
Go to Physical attachments (Inbox) under Finances.
Now this button is visible in the Inbox
Attachments can be sent to Paperflow via the Paperflow menu. Select Send to Paperflow
Accept the following prompt,
Then comes this confirmation
NOTE: Paperflow is affordable and the first time Paperflow is activated, the below screen is shown.
Hereby accept that Paperflow is a payable service.
You can use Paperflow 'without validation' then it's purely a system read, which may require control on your part.
Read more about the prices here . Scroll down to the "Paperflow" section.
To retrieve attachments from Paperflow, you need to use the refresh button, which can take a few minutes depending on how many and how large files you have sent for reading.
After successful loading, this box appears with the corresponding loaded attachments.
If processing is not complete, this box appears. There is a typical processing time of maximum 30 seconds per attachment.
Therefore, wait some time and try again.
The attachments have now been read and are ready for further processing in the Physical Inbox.
ATTENTION: If you are unsure if you have lifted values from Paperflow, retrieve the 'Reference' field using Layout/Editor.
If this field is empty, Uniconta has not yet retrieved the detached values from Paperflow.
ATTENTION: It is recommended to insert the Paperflow field, where you can see if the attachment has been submitted or not. This is done via ALT+F
You must be created on my.paperflow.com and done via the menu Create user under the Paperflow menu. The following prompt appears and is filled in
ATTENTION: You receive an email from Paperflow that should be disregarded (just delete it!)
Now the user is created and assigned to the organization (accounting) and you need to log in to my.paperflow.com with your login details. Before you can use the program, you must approve your connection by clicking the checkmark next to your accounting name.
A list of the submitted attachments is then displayed and the "training" can begin.
The training is done by clicking this icon next to the attachment
On this page, the "designation" of data can now be corrected by clicking on that field and then using the mouse to point the appendix to the correct value.
Save changes by clicking SUBMIT.
Once created and granted access, you can access via the My Paperflow menu
If you want to manually send attachments to Paperflow from before the update, you must temporarily disable "Automatically scanned".
Relevant links: Importing e-conomic vouchers , Physical vouchers
Paperflow makes it possible to read all relevant data from receipts automatically, eliminating the need for manual tasting work.
Read more about Paperflow here .
ATTENTION! Paperflow is not set up to work in all countries.
This means that if the accounts are set to foreign under Company/ Company information the Paperflow button is not visible in all countries.
Rights and entitlements
The Paperflow user must have at least Write access or Full access to the user right Owner Otherwise, the message below will appear.
How to do it
First, Paperflow must be turned on under Company/Maintenance/Turn features off/on
Automatic
Go to Company/Maintenance/Preferences to choose whether you want 'Automatic creation of creditors' and 'Automatic scanning' to be enabled, this is enabled by default. If you have enabled Automatically create creditors, the system will search for the CVR number of a creditor based on the voucher. If it doesn't find one, it will create a new creditor. Read more here If you have enabled automatic scanning under Preferences , the system will be scanned every time an attachment comes in. It doesn't matter if you add on + or drag the file into Finance/Physical Receipt (Inbox), use the upload app or send to the scan email (located under Company information). In addition to this, a creditor will also be created with the creditor information the scanner can extract from the voucher.
If you go to Physical receipts (Inbox) under Finances, it works in such a way that when 'Auto scan' is enabled, when you press save in the inbox, the incoming receipt(s) will be scanned. To retrieve the scanned attachment data into the inbox, you need to press refresh. It may take a few minutes before it is ready to be retrieved again.
Manually
If, on the other hand, you want to handle sending documents for scanning manually, you need to uncheck "Automatically scanned" under Preferences. The same applies to the automatic creation of creditors.
It works in such a way that in Physical attachments (inbox) there will be a button called Paperflow, with this button you can manually send one or more attachments to the scanner, and when you want the attachment returned, you must press the update button.
If 'Automatically create creditors' is turned off, we will ONLY add a creditor to the attachment if it is already created in Uniconta.
As always, you will be able to see the status of mypaperflow if you have created a profile, or create a user on mypaperflow.
NOTE* Manual will also mean that attachments via upload app and email will NOT be scanned.
Go to Physical attachments (Inbox) under Finances.
Now this button is visible in the Inbox
Attachments can be sent to Paperflow via the Paperflow menu. Select Send to Paperflow
Accept the following prompt,
Then comes this confirmation
NOTE: Paperflow is affordable and the first time Paperflow is activated, the below screen is shown.
Hereby accept that Paperflow is a payable service.
You can use Paperflow 'without validation' then it's purely a system read, which may require control on your part.
Read more about the prices here . Scroll down to the "Paperflow" section.
To retrieve attachments from Paperflow, you need to use the refresh button, which can take a few minutes depending on how many and how large files you have sent for reading.
After successful loading, this box appears with the corresponding loaded attachments.
If processing is not complete, this box appears. There is a typical processing time of maximum 30 seconds per attachment.
Therefore, wait some time and try again.
The attachments have now been read and are ready for further processing in the Physical Inbox.
ATTENTION: If you are unsure if you have lifted values from Paperflow, retrieve the 'Reference' field using Layout/Editor.
If this field is empty, Uniconta has not yet retrieved the detached values from Paperflow.
ATTENTION: It is recommended to insert the Paperflow field, where you can see if the attachment has been submitted or not. This is done via ALT+F
My paperflow
Via my.paperflow.com it is possible to "train" decoding of the document. You must be created and granted access to your organization (Uniconta accounting). This is done via the Create User menu
You must be created on my.paperflow.com and done via the menu Create user under the Paperflow menu. The following prompt appears and is filled in
ATTENTION: You receive an email from Paperflow that should be disregarded (just delete it!)
Now the user is created and assigned to the organization (accounting) and you need to log in to my.paperflow.com with your login details. Before you can use the program, you must approve your connection by clicking the checkmark next to your accounting name.
A list of the submitted attachments is then displayed and the "training" can begin.
The training is done by clicking this icon next to the attachment
On this page, the "designation" of data can now be corrected by clicking on that field and then using the mouse to point the appendix to the correct value.
Save changes by clicking SUBMIT.
Once created and granted access, you can access via the My Paperflow menu