Scanning Invoices - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

OnBase allows you to scan various documents into the system in support of AP invoice processing. IAConnect provides scan queues that are defined to direct the scanned images into the Workflow for processing.

Note:

Make sure your OnBase system is configured for Document Imaging and Batch Scanning. See your system administrator for more information.

Follow these steps to scan documents:

  1. Open the Document Imaging or Batch Scanning interface, depending on whether you are using the OnBase Client or the Unity Client:
    • In the OnBase Client, select Processing | Scan/Index. The Document Imaging window is displayed.

    • In the Unity Client, click the Batch Scanning button in the Imaging ribbon group. The Batch Scanning layout is displayed.

  2. Select the appropriate scan queue in the Scan Queue list. In the OnBase Client, double-click the scan queue to open it.
  3. Select the No Index Scan Mode option. This mode allows you to scan the invoices without indexing them immediately. They are indexed in the AP Initial Review Queue later in the process.
  4. Click Scan to begin scanning.