Overview

Autoscan stores electronic files such as Accounts Payable invoices, proof of deliveries, and the like. It cross references them with a database record. Source documents have a barcode, either with barcodes generated by Greentree Desktop or preprinted barcodes. The source documents are scanned in bulk and processed by Autoscan.

Autoscan identifies the bar code on each page of the source documentation and separates the image and attaches it to the related Greentree Desktop business database record.

Use the Autoscan preferences and Module Control settings to define which Greentree Desktop record types use barcoding. If optional or mandatory for a record type, then a dialog displays when a new record is created. This enables you to enter the barcode.

If Autoscan is in use, the Barcode field is enabled on the Attachments form. When an attachment is created for a record type with a barcode, you can enter a barcode or use a generated barcode.

Autoscan consists of:

• Document Register - The Document Register enables you to keep track of AP invoices, AP credit notes and other supplier documents which you must manage, but do not yet want to enter into Greentree Desktop as financial records. You can store an electronic copy of the document as an attachment in the Document Register. When to process the document, Greentree Desktop generates the AP invoice or AP credit note in Accounts Payable using the document's detail.
• Barcode Reader - The Barcode Reader bulk imports single or multipage .tif files or single .gif, .bmp, and .jpg files. The Barcode Reader separates the source documents into individual files and then imports these files into Greentree Desktop as attachments to the existing record. You can schedule these imports or run them ad-hoc.
• View Document Register - Gives you the ability to search the documents captured through the Document Register.
• System - System settings enables you to indicate which Greentree Desktop records use barcoding.