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ReadSoft: How to enable invoice creation in WEB CYCLE

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Article # 301697 - Page views: 383

Summary

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Support Article

WEB CYCLE can be configured to allow the creation of invoices that can be sent to PROCESS DIRECTOR Accounts Payable.

With this feature, users can:

  • Upload an image or other attachment
  • Define a workflow step with a field status
  • Configure standard checks in the INVOICE COCKPIT suite (ICS)
  • Save the invoice as a template
  • Separate ICS document types so each type can have a different approval process
  • Create a self-service report showing the approved documents
  • Enter or view the address data of one-time (CPD) vendors

To enable WEB CYCLE invoice creation, the following parameters should be changed in either the web-app.properties file (if the WCCONFIG external configuration is not being used) or the webcycle-app.properties file (if WCCONFIG is being used):

  • To allow invoice creation: wb_create = yes
  • To allow invoice creation from a template: template.createfrom = yes
  • To allow an invoice to be saved as a template: template.save = yes

?See the create.webboard_configuration.xml file in the web application to customize page layout during invoice creation. This file is similar to display_configuration.xml, which is used for existing invoices.

Keywords: properties, web application, create invoice, settings,?wb_create

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