Once the workflow in edoc invoice has been completed, the invoice data is exported to the edoc invoice link for SHC database. Processing in the interface is batch-based and time-controlled via tasks. However, you can also intervene in the processing directly via the interface and, for example, export an invoice immediately.
Things to know about tasks
The creation of posting proposals in the SHC transfer tables is time-controlled. There are 3 different tasks that you can configure according to your requirements:
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Create accounting sequences: All invoices that have not yet been assigned to a batch are assigned by this task. Following the best practice approach, this task is executed every minute.
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Process accounting sequences: All open posting batches are processed. In line with best practice, this task is executed 3 times a day.
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Assign and export sequences: This task is a combination of the two tasks mentioned. You can configure this task instead of the other two tasks. When the task is executed, all unassigned invoices are first assigned to the corresponding batches and then all open batches are exported.
Work in the user interface
On the administration page at <app_path>/admin, you can access the export by clicking on Open export.
You can do the following on the Export page:
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In the Open invoices without batch assignment section, you can check in an overview of how many invoices have not yet been assigned to a batch and can manually assign a batch to all open invoices without a batch.
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The Open batches section lists all batches that have not yet been transferred to the accounting system. For each batch, it is listed when the batch was created and how many open invoices are contained in the batch. You can take a closer look at the invoices in the batch and export the batch immediately. You also have the option of exporting all open batches.
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In the Open invoices section, you have the option to assign a batch to all open invoices and to export all open batches directly.
If errors occur during processing, the errors are displayed directly. If errors occur during the processing of a batch, the faulty batch is reset.
Things to know
If you receive a large number of invoices, invoices from the same company are grouped per posting batch with up to 20 invoices.
If there are more than 20 invoices per posting batch, another batch with the same name is created.
New invoices are always assigned to the last batch created with less than 20 invoices.