If you have an invoice you want to get into the system quickly, you can use our Capture service to interpret and verify the invoice.

All you need is a PDF file of the invoice.

Queue Capture Verification

To use Capture, you need access to the queue Capture Verification, if you do not see it among the other queues in the Work Queue window, it can be due to two things:

• The queue is hidden because it is empty
  Click  to show empty queues.
• None of your roles have access to the queue
  1. Go to the Administration tool - Organization - Roles and open the role that should have access to the queue.
  2. Click on the Role's Queues tab in the upper part of the form.
  3. Locate the Verify queue in the left column and move it to the right.
  4. Save and close the role.
  5. Update the Work Queue window.

Send the invoice to Capture

1. Click on the Capture Verification queue.
2. Click on Email addresses Capture.
3. Copy the email address of the company the invoice belongs to by clicking on at the far right of the row.
4. Send an email to that address with the invoice image as an attachment.
5. Wait 3-5 minutes.
6. Go back to the Capture Verification queue and the invoice should now be there.
7. Open the invoice by clicking on the row.

Verify the invoice in Capture

Once you have opened the invoice, you will be taken to the Verification window, the different parts of which you can read more about in the article Verification window.

To the right of the window are the fields that are interpreted on the invoice.

Select the supplier

The first time you receive an invoice from a supplier in the company, you need to search for the supplier. This can be done in three ways - all with free text.

• Supplier name
• Bankgiro/Plusgiro/Main payment details
• Supplier ID in MediusGo

The next time an invoice comes from this supplier, MediusGo Capture will recognize it and automatically match the image to the right supplier.

Other values

If you want to change or add a value, do the following:

1. Place the cursor in the field you want to change.
2. Hold down Ctrl and draw a box around the correct value.
3. Confirm with Tab or Enter.

More information on verifying invoices can be found in the article Verify invoice.

Send the invoice for processing

When you are satisfied with the information in the fields, click Send to workflow or press Ctrl+Enter.

The invoice goes directly to New Invoice Review or to users depending on the settings you have in the system.