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ExFlow E-Invoicing Pro​

To be able to import e-documents to Import Journal, and send the documents for approval, please use our new ExFlow E-Invoicing Pro app, now available in AppSource.

Setup​

Follow the setup steps as described in previous pages, with some differences according to below.

E-Document Service​

Go to: E-Document Service --> Service Integration and choose ExFlow E-Invoicing Pro.

In order to manage the import of e-documents into your ExFlow AP Import Journal, please choose a Data Exchange Definition under the ExFlow E-Invoicing Pro- section.

Import e-documents to Import Journal​

Go to: ExFlow Import Journals to create a new journal for e-Invoicing documents.

Click on Edit List, add the journal details and enter Source Type: ''ExFlow E-Invoicing Pro''.

Please note that another Source Type called ''E-Documents'' is visible in the drop down list, but this is not in use.

Currently, there are three different options to import e-documents to ExFlow Import Journal:

Import manually via E-Document Service​

Go to E-Document Service --> Receive then also click on Process Received E-documents to get the documents imported to ExFlow Import Journal.

Note: Clicking on ''Batch Import Documents'' from the Import Journals page will do the same as clicking on ''Process Received E-documents'' on the E-Document Service page.

Import Automatically via scheduled jobs​

Go to: E-Document Service --> Importing and enable ''Automatic Import'' and specify the details.

This will create an ''E-Document Import Job'' (CodeUnit 6147) that will replace the manual step to click on ''Receive''

Next is to create a scheduled job (CodeUnit 12013663) that will handle the Automatically import documents to Import Journal- process and therefore replace the manual ''Process Received E-documents'' step.

Combine above options​

It is also possible to combine above mentioned import process according to your company needs, for instance to automatically receive the documents in E-Document Service and manually import the documents to Import Journal etc.