Document Imaging |
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Document imaging simplifies capturing, managing, and sharing electronic content, boosting staff efficiency and productivity while cutting costs related to paper files.
Images can be added from.. |
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To add an image to a specific journal entry, click on the Add button in the Image column. |
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You can add images from the General tab as well as the Financial Info tab. |
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See the Doc.Img. button on the menu bar |
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Go to Company > Important Documents and select Add In the Doc/Images column. |
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Go to Invoice Lookup and select Add In the Doc/Images column |
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Go to the Picture and Memo tab to add stock item images. |
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Select Doc. Image from the menu bar. |
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Select Doc. Image from the menu bar. |
The following form will open when you click the Images or Add button in any of the above mentioned forms
You can add an image by using one of the following options:
•Click the File button, and browse to the image you want to add.
•Use the Clipboard button to add an image from the clipboard.
•Use the Scan button if you want to scan the image directly from your printer or scanner.
•Drag a file into the "Drag/Drop File Here" section.
These are documents that you have added from the scan module found under Company > Extra > Scan Documents.
The idea is that a person can scan in documents, e.g., invoices that must be paid. The person who is doing the journals can then select the document from the "Unassociated Document" list.
Steps to follow:
• Select the document from the dropdown list.
• Preview the document
• Select Associate to link this document to the journal entry
Optimize Scanned Document: If the document is too large, then you can use this option to resize it.
To rezise your images in bulk, go to Company > Extra > Document Image Lookup.
Move Up / Down / Top: Move the image. The first (top) image is the image that is displayed in Quotes, Item Lookup etc.
