Why is only the document type “Invoice” recognized in the DeepBox and not Invoice (Received)?
Automatically translated
When uploading addresses from the Q908 DeepCloud Administration program, the client’s own address (from program 6311) is uploaded. This address is used as a box address by default and is required, among other things, to identify documents as “incoming” or “outgoing”.
If the uploaded client address does not match the address on the document, only the document type “Invoice”, “Credit note” or “Reminder” is recognized. The system does not recognize whether it is an incoming or outgoing document.
The following options are available so that the system can automatically identify the documents as incoming or outgoing:
Option 1: The creator of the document uses an incorrect address. The creator should be informed of the correct address.
Option 2: The client address that was uploaded is incorrect and must be corrected.
Option 3: The address from the document is correct and can be entered as an additional box address – comparable to a letterbox with several alias addresses. The system compares the address from the document with each existing Box address.
- If a document is not recognized as incoming or outgoing, it can be opened in the DeepO Editor. Click on the recognized address at the bottom right of the DeepO Editor to open the “Address alternatives” dialog. With the “Enter address as additional address” button, the recognized address can be entered with a mouse click.
- In the DeepO settings – Box settings – Addresses, the Abacus settings can be overridden and additional box addresses can be entered manually.
If you are not considering these options, the correct document type can be selected manually via the dropdown (e.g. Invoice (Received)).
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