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DocuWare for Invoice Processing

Resources for users of the preconfigured cloud solution

What document trays are included in the solution?

Version IP7.3T2   previous versions
 
The Invoice Processing solution provides each user with three preconfigured document trays by default:
 
IP - Accounts Payable
Shared tray for importing vendor invoices and preparing them to be stored. The Intelligent Indexing service is  active for this tray.
 
IP - Packing slips
Shared tray for  importing  packing slips and preparing them to be stored.
 
IP – Documentation and Configuration
Shared tray containing the First Steps and important information to help you get going.  
 
The internal administrator can also create any number of additional trays and assign them to individual users or roles. 
Open DocuWare Configurations from the main menu, go to "Document Trays" and configure additional trays as needed. Also, when setting up new users you can create their own personal document tray.
 

 

What document trays are included in the solution?

Version IP7.3T2   previous versions

The Invoice Processing solution provides each user with three preconfigured document trays by default:

Accounts Payable
Shared tray for importing and presorting incoming invoices. The Intelligent Indexing service is only active for this tray.

Packing slips
Shared tray for the importing and presorting packing slips

Inbox
Shared tray for any documents

As the system administrator, you can also create any number of additional tray and assign them to individual users or roles. Open DocuWare Configurations from the main menu, go to "Document Trays" and configure additional trays as needed.

Need further assistance? We’re here to help. Please email us at support.americas@docuware.com.