Archive Feature 


I.)        Open Options 

    • Inntact SALES -> enter path where to save the PDF



    • Inntact FINANCIAL -> enter path where to save the PDF within  
  • Online

     


  • Offline



AR


II.)        Order 

    • Create Order 
    • Print Invoice 
    • Transfer to AR 



III.)        AR

    • Transfer to GL 




VI.)        Open DMS 

    • PDF will be shown only after transferring from AR to GL 



    •  Click Archive – to recreate the PDF 

-Filter -> date when the PDF transferred to GL 


-Click Fortfahren (Proceed) button 



  • Locate path where you saved the PDF –> path is based on the path set within Options 






AP


V.)         Create Invoice within AP 

    • Import PDF 
    • Book to GL 



    • Open DMS 
      • PDF will be shown only after transferring from AP to GL 
    • Click Archive – to recreate the PDF 
      • Filter -> date when the PDF transferred to GL 



    • Locate path where you saved the PDF –> path is based on the path set within Options 




POS 


  1. )        Create Invoice 
    • Book to GL 
    • Open DMS 
      • PDF will be shown only after transferring from POS to GL 
    • Click Archive – to recreate the PDF 
      • Filter -> date when the PDF transferred to GL 



    • Locate path where you saved the PDF –> path is based on the path set within Options