Invoice Sync: Setup Timberscan

Invoice Sync: Setup Timberscan

Once you have Invoice Sync installed, use the following steps to complete setup.

Configuring Timberscan

Clicking the Config menu then choosing Setup Timberscan will open a window that looks like this:
config timberscan

In this window, you will provide the DBID, which is used to find the appropriate AP invoices coming from Sage 300 CRE (your ERP) to match to the invoice images extracted from Timberscan. You also need to provide the  Directory which contains these images, this can be a local drive/directory or it can be a UNC path to a network location. Timberscan stores its images as TIF files, if you check the path you will find files named  VendNo [VendorID] InvNo [InvoiceID].tif. Once both fields have valid values, the  Add Timberscan to Configuration button will be enabled.

Once you click the Add Timberscan to Configuration button:
  1. The path to the files will be validated
  2. The presence of at least one file matching the pattern will be validated
  3. The new path and RegEx configuration will be added to the list of paths in the configuration window

Regular Expression for Timberscan - Easy add for new Timberscan folder

When you are installing for a Timberscan client you can click the Add row button. Once the new row is listed you can paste the new data path into the Path field. Then add the new DBID, which you would get from ADC after setting up the new Sage 300 company folder. Then you would select the Folder type which is eith AP or AR. To create the regular expression just right-click on the field in the configuration screen and select Timberscan to auto-fill this field. Click Save Config to update and then start/restart Invoice Sync. See the below image:
upload config

Additional Requirements for AR Invoices

Timberscan is usually used for AP Invoices, however it can be configured for additional document types. For AR invoices to import from Timberscan they must first be setup in Timberscan and should reside in a different network folder location than AP Invoices.
You may need to adjust the regular expression, see this reference for details and examples.