DMS Invoices entry

This option is most suitable if you want to import and store invoice-type documents in the Abraxio DMS (Document Management System).

Access invoice entry

To access the DMS invoice entry, you have two options:

1. Either from the Finance module > INVOICES TO PROCESS block: add invoice documents by dragging and dropping or by clicking on Add files
   

1. Either from the Finance module, from your budget exercise menu Consumed > DMS Invoices entry  then import the documents:
   

 

The DMS Invoices entry is carried out in 2 separate steps:

1. Importing the invoice document into the Abraxio DMS
   
2. Entering invoice information, including linking it to the correct budget line
   

Importing documents

The Abraxio DMS then opens to import and create your invoice type documents

1. Then add individual files or a folder containing your various invoice documents or enter the URL of a document.
   
1. For each document uploaded, you must then
   
1. Qualify the document
   
2. Add one or more association(s)
   
3. Save each document

1. then close the document creation wizard in the Abraxio DMS:
   

Entering DMS invoices

Once the documents have been saved, access the invoices to be entered:

- either from the Finance module home screen > Invoice to Process block, click on Process to Open DMS invoices

- either from the menu Consumption > DMS Invoices entry

1. Select the invoices to be entered on the left, then for each invoice, enter the supplier and the invoice date , then fill in the invoice elements by viewing the information on the PDF:
   

Entering invoices then follows the same rules as those described in the article Managing invoices .

Depending on the type of PDF: it is sometimes possible to copy/paste data into the Abraxio fields.

Documents associated with invoices will be accessible:

- from the invoice (Document button)

- in the Module Documents, under different groupings depending on the associations made.

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