Open Auto Entry

The Auto Entry feature is used for adding a document to a particular Record Type of Financial Edge through PaperSave. This feature is useful when you do not have access to Financial Edge and want to create a new record and add document to the newly created record.

 

Note: In Financial Edge, PaperSave supports Auto Entry only for "Invoice" and "Vendor" record types of Accounts Payable Module. Click here to view the list of supported profile fields.

 

To perform Auto Entry for Financial Edge from the Workflow, you must select Open Auto Entry option from PaperSave Options window. The Open Auto Entry redirects you to the Workflow Area of PaperSave in your default browser, where you can select your desired Auto Entry configured Workflow and perform the Auto Entry manually.

 

Tip: The difference between "Open Workflow" and "Open Auto Entry" option you can perform an Auto Entry operations only when you use "Open Auto Entry" option. In case, you try it from "Open Workflow" then,

1) an error occurs in Workflow item history panel (when Auto Entry configured Workflow event is raised).




2) an error message appears on Workflow item list (when tried to create record from the slide-up panel in the Workflow item list)



 

Note: The list of Workflows items will be displayed based on permissions and user roles for a current user as defined in the Configuration Area.

 

Follow the below steps to create a record from the PaperSave Workflow Area using Auto Entry operation:

 

1) Go to Plug-Ins in the Financial Edge bar and select PaperSave to open PaperSave Options window as shown below.

 

 

2) Once you click on PaperSave, it opens the PaperSave Options window, which gets automatically minimized. You can hover on the Financial Edge application icon on the taskbar and select PaperSave Options to maximize the window, as shown in the below screen.

 

 

3) In PaperSave Options window, click on "Open Auto Entry" option as shown in the below screen.

 

 

Warning: You must enable PaperSave to access Open Auto Entry and other PaperSave options. Click here to view the steps to enable/disable PaperSave.

 

4) Now, you are redirected to PaperSave Workflow Area where you select the Auto Entry Workflow from the Workflows list, and select the list of items for which you desire to perform Auto Entry.

5) When you select the Workflow items, a slide-up panel appears. Select '+CREATE ____ RECORDS FORM THE SELECTED ITEMS' option from the panel.

 

 

6) Now, choose the desire method to set batch, click on Next and then, click on Create after choosing the Workflow event (optional).

 

 

 

7) On successful submission, the item moves to the selected Workflow event (if selected) and displays the success message on the top-right corner of the screen as shown below, and on failure, it shows failure message.

 

 

Note: The Workflow item on which Auto Entry was performed will still get displayed in the Workflow list.

 

10) You can validate if the record was created in Financial Edge or not, by navigating to Invoices in the Records section from the Financial Edge bar. Search the invoice record using any value, For Example: Invoice number