Setup Wizard
This wizard guides the user step by step through the different facilities of the module.
Guided Setup Wizard
Step 1: Welcome
- Review the introduction
- Enable Expert Settings if you need advanced configuration options
Step 2: Basic Setup Information
Configure the fundamental settings for electronic invoicing:
- Base URL: Web service endpoint for document generation
- Access credentials: Authentication details
- Default settings: Standard configuration options
Step 3: Payment Information (if Expert Mode enabled)
- Configure payment method mappings
- Set up bank account details
- Define payment terms
Step 4: Validation Settings (if Expert Mode enabled)
- Configure document validation rules
- Set field validation patterns
- Define mandatory field requirements
Step 5: Final Review
- Review all settings
- Click Finish to complete setup
Manual Setup Options
Access additional setup through DEXPRO eInvoice Setup page:
Actions Available:
- Document Queue: View and manage pending documents
- Process Log: Review processing history and errors
- Customer Setup: Configure customer-specific settings
- Vendor Setup: Configure vendor-specific settings
Mappings Section:
- Payment Term Keywords: Map payment terms to XRechnung codes
- UoM Code Mappings: Map units of measure to international standards
No Comments