Setting up folders
The “Folders” tab, will allow you to add/edit or delete information related to your folders.
Add a folder
To add a folder, simply click the button 
at the bottom of the page.
News
Open Smart Capture allows you to fill in certain information about each folder.
Each piece of information will be used when searching for third parties. Indeed, these will be automatically removed from the information found by Smart Capture to identify a third party in order to avoid offering false information to the user. In addition, they can also be used in the event that multiple Capture folders absorb the same folder (Portal or other) to try to identify the accounting record using the information provided.
Additional Information
Each additional piece of information consists of:
- Name: Used as a unique key
- Of value
Once additional information is added to a folder, it will be added with an empty value to all other folders in the solution. Indeed, this information is generic to the solution and can be used during the various exports offered.
Document Absorption
To select a folder in Open Bee™ Portal in which Smart Capture will absorb documents, all you have to do is :
Click on the “+” icon
Select the desired folder in the window that has opened. Click on the ” Validate ” button
Choice of document types
From folder management, you can also define for each folder which types of documents will be absorbed and therefore configurable.
To do this, go to the “Document types” section, all you have to do is tick the types of documents accepted
Folders/Accounting/Setup
Accounting framework of the file
Click on the “Accounting” menu
Select the “Configuration” menu
The following interface allows you to configure the different fiscal years as well as the different accounting journals accepted by the file.
Smart Capture will perform a check to ensure that no accounting years overlap.
The symbol means that the fiscal year is the current fiscal year.
Smart Capture allows entries to be made in any configured exercise. If the entries are not in the current fiscal year, the user will have a warning when entering those entries
For logs, this symbol defines the default symbol to be used if more than one symbol is of the same type.
- To Edit Fiscal Year Information, click the
- To Delete Fiscal Year, click the
- To Add a fiscal year, click the
You can perform the same actions for accounting journals
FEC Analysis
Smart capture is capable of parsing a file in FEC format. This analysis makes it possible to pre-configure the accounts proposed in the accounting entries for each third party
You must set up your journals and accounting years before using this function because Smart Capture will only integrate entries relating to known journals
If the Overwrite existing templates option is checked. All write patterns in this folder will be overwritten by a new write pattern inferred from the FEC file
Accounting Setup
Like the accounting setup page, this tab allows you to change the configuration specifically for the folder in question.
