The feature offers that pictures of receipts are made available on an Acubiz SFTP server. This allows you to save your own copies of receipts / image files used in Acubiz. Receipts can be downloaded either directly to the ERP system and / or locally in the company, as a notice / archive.
The function is an add-on function in Acubiz. Contact Acubiz for more information |
Content of this article
File formats for receipts
Receipts in Acubiz can be in the following file formats:
- PDF files
- JPG, PNG, GIF (Picturefiles)
This feature requires (perhaps) a change to the export format already used in Acubiz. A column must be added to the export files, which must/will contain a reference to the receipt filename, so that it is possible to determine which images belong to which costs. This allows the customer to develop/use a display function in their accounting system, where the receipt is displayed on the individual entries (if the financial system supports this option).
In Acubiz there may be more than one receipt per. transaction why there may be several file names per transaction to be handled.
Note: By default the file name reference only appears on the debit entry in the cost file from Acubiz. |
Read more about
Change to export file
In our standard export format, the filename reference is in column 30 (see our documentation), but this can vary with the individual customer's setup.
Example 1 (one receipt on one transaction)
This example shows one receipt file on a transaction:
The reference is in the folder on the SFTP server "/[COMPANYNAME]/FromAcubiz/Files/", as follows:
Example 2 (multiple receipts on one transaction):
This example shows 2 receipt files on a transaction
- The syntax is the same if there are more than two files. Each file name is separated by *, eg "file1.jpg * file2.jpg * file3.jpg" etc.
The reference is in the folder on the SFTP server "/[COMPANYNAME]/FromAcubiz/Files/", as follows:
Important information:
- There will be one SFTP login for the entire Acubiz organization where each company has its own unique folder structure. This folder separation structure should also be kept local, as there could potentially be duplicate file names and therefore should not be mixed.
- If Acubiz is set up with several Acubiz companies, there will be a uniform folder structure per company. So a receipt in company1 will be in this company's folder structure
- The file name cannot be changed to another naming structure.
In some of Acubiz's integrations, this feature is included (currently Dynamics AX/D365FO and E-conomic).
Receipt files naming convention
In Acubiz, there are the following methods for naming the receipt files.
- Receipts via the Acubiz app
- Receipts taken via the Acubiz app give the image a UID as file name.
- Ex: 65D8BFA5B6D106F5C1258870002BD94B.jpg
- Receipts uploaded via web browser
- Here the file name will be the original file name plus an ID value from our side (marked in yellow)
- Ex. OriginalFilename_01234.jpg
Alternatively, pictures can of course be viewed in Acubiz via a lookup function
Comments
0 comments
Please sign in to leave a comment.