Using the Scan Daemon to Create Invoices

Accounts Payable > Supplier Invoice Functions > Using the Scan Daemon to Create Invoices

You can use the Scan daemon to integrate paper supplier invoices into the financial system and send the information to designated users. To do this:

1 Create a role associated solely with the Supplier Invoice Create activity, and assign this role to the appropriate users. For more information on roles and security, see QAD Security and Controls User Guide.

2 Scan the documents into a system folder in a format supported by your scanning software, such as .PDF or .TXT.

3 Set up workflow processing and the Scan daemon. For more details on this topic, see QAD System Administration User Guide.

The Scan daemon searches specific folders for scanned documents, and then displays the document as a workflow item in the inbox of users with a specific role. When a user clicks the item to open it, the system removes the item from all other inboxes, and opens the activity associated with that workflow item, in this case Supplier Invoice Create.

The user then inputs the details of the scanned invoice directly into the Supplier Invoice Create screen.