Set Up Incoming Documents| Microsoft Docs

If you create general journal lines from incoming document records, you must specify on the Incoming Documents Setup page which journal template and batch to use.

If you do not want users to create invoices or general journal lines from incoming document records unless the documents are first approved, you must set up approvers on the Incoming Document Approvers page.

To turn PDF and image files into electronic documents that you can convert to, for example, purchase invoices inside Business Central , you must first set up the OCR feature and enable the service.

When the Incoming Documents feature is set up, you can use different functions to review expense receipts, manage OCR tasks, and convert incoming document files, manually or automatically, to the relevant documents or journal lines. The external files can be attached at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries. For more information, see Processing Incoming Documents.

To set up the Incoming Documents feature

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Incoming Document Setup, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.

To set up approvers of incoming document records

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Incoming Document Setup, and then choose the related link.

  2. On the Incoming Documents Setup page, choose the Approvers action.

    The Incoming Document Approvers page shows all users that are set up in Business Central .

  3. Select one or more users that can approve an incoming document before a related document or journal line can be created.

When approvers have been set up on the Incoming Document Approvers page, only those users can approve an incoming document if the Require Approval To Create check box on the Incoming Documents Setup page is selected.

NOTE

This approval setup is not related to approval workflows. For more information, see Use Approval Workflows.

To set up an OCR service

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter OCR Service Setup, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
NOTE

You login data is automatically encrypted.

See Also

Process Incoming Documents
Incoming Documents
Purchasing
Working with Business Central


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