Inbound / Outbound

Overview of all incoming and outgoing documents

In this overview, you can see all the documents you have received in BatchFlow, where they were sent from, as well as all invoices that are currently being exported.

Indgående viser hvor mange bilag man har modtaget de sidste 30 dage

Udgående viser hvor mange bilag der er i gang med at blive eksporteret lige nu

I søgebaren kan man søge på hvilket selskab den er modtaget i, afsender og emne.

På hvert dokument kan man gå direkte til dokumentvisningen

Listerne kan opdateres ved at klikke på Opdater-knappen

Incoming

Overview

The overview displays a range of information about how the attachment was received, who sent it, and when it was received.

Email

When the receipt type is Email, you can see in the sender column who sent the attachment, how long it took for AI OCR to process the document, and the subject of the email.

Processing a PDF is often quite fast, but if you’ve just sent a PDF, it will appear here immediately as “In Progress,” along with how long it has taken so far. As soon as processing is complete, it receives a new status and is displayed in New documents or sent to flow via automations.

Dokumentet, som det er i gang med at blive skannet

Når den er færdig og klar til at blive håndteret

If it has not been scanned correctly and you would like to try again, you can send it for reprocessing under Actions. This will rescan the invoice as if it had just arrived and overwrite the existing master data. Note that this can only be done if it is located in New Documents.

NOTE - Rescan overwrites all master data, regardless of what you have corrected in the fields prior to the rescan.

E-Invoice

These documents will have a different receipt type, and the sender will be the creditor’s CVR or GLN rather than an email address.

Outgoing

This section displays all invoices that are currently waiting to be exported to the ERP system. If you export large batches of documents at the same time, you can find them all here while they are being processed.

If you have exported an invoice and it is not in the Outgoing folder or in the ERP system, the export likely failed and can be found in "Export errors" (Invoices with errors), along with the reason.

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