In this article, we describe features such as reading OCR files from Nets and importing orders from an external source.
Both features can be found under Economy → Import in the navigation bar.
Reading OCR files from Nets
After you have set up KID in RecMan, you can retrieve OCR files from their online bank and import them into RecMan.
Click Select files, then select the file you want to import locally. Then press the Import button.
Registered OCR payments are automatically updated in the invoice overview after an import. If the invoice is paid in full, it will appear green in the overview, with a dollar sign indicating a payment has been made. If the invoice is not paid in full, it will have dollar signs but no green marking. If you press the dollar sign, you get an overview of what is outstanding and what has been paid.
Importing orders
In RecMan, there is an option to import orders from an external source. Select Orders from the menu and upload the XML file to load orders.
The file setup looks like this and should be in XML format:
| <orders> | |
| <order> | |
| <name> | Name of order |
| <description> | Internal note order |
| <orderDate> | Order date |
| <invoiceDate> | Invoice date |
| <dayCredit> | Days credit |
| <invoiceNote> | Invoice note |
| <projectNo> | Project no. REQUIRED. This controls EVERYTHING of logic. |
| <orderLines> | Order lines |
| <orderLine> | Order line |
| <note> | Invoice line note |
| </order> | |
| </orders> |