Document Imaging and A/P Routing Presented by Brian Cancian.

Document Imaging and A/P Routing

Presented by Brian Cancian

WelcomeIf you are applying for CPE credit, please be sure to sign in and sign out.

Please write legibly!

Additionally, fill out the survey for a chance to win a free pass to the 2017 User Conference!

Today’s Session

1 Where can you attach electronic images?

How do you attach files to records?

How do you route records for approval?

2

3

Where Can You Attach Images?

• A/P Invoices• Vendors• Customers• Field Logs• Job Areas• Meeting Agendas• Misc. Docs• Punch Lists• RFCs• RFIs

• RFPs• Submittals• Transmittals• Equipment• Job Cost Change Orders• Jobs• Employees• PO/Subs• PO Change Orders

How To Attach An Image

How to Manually Route

Automatic Routing

• Only A/P invoices can be routed.

• You must establish routing rules in the Routing Rules Control File.

Routing RulesYou can create multiple rules

Thanks for Attending

www.foundationsoft.com [email protected]

Document Imaging and A/P Routing