Setup Wizard

This wizard guides the user step by step through the different facilities of the module.

Guided Setup Wizard

1. Navigate to DEXPRO eInvoice Setup from the search
2. Click Guided Setup to launch the setup wizard
3. Follow these steps:

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