see our prerequisites<\/a>) also explains how to reset the password.<\/p>\n<\/blockquote>\n\nGroup and\/or users to be notified<\/strong> : Users or groups entered in this field will be notified on their dashboards and by email during the following events:<\/p>\n\n\nadding a new document awaiting submission to Chorus Pro<\/li>\n\n\n\n document submitted to Chorus Pro<\/li>\n\n\n\n Changing the status of an invoice in Chorus Pro<\/li>\n<\/ul>\n\nGroup and\/or users to use Chorus<\/strong> : Users or groups entered in this field will have access to Open Bee\u2122 Portal : Chorus Pro Connector, but not to the configuration part.<\/p>\n\nAuthentication mode: <\/strong>Certificate or OAuth – Track.Client ID, secret client: <\/strong>These are the OAuth credentials that you find when you log in to the PISTE portal.<\/p>\n\nCertificate Settings<\/strong>:<\/strong> These fields are used to add the certificate used for exchanges with Chorus.How invoices are uploaded<\/h2>\n\n Remote or Local.Remote<\/strong>.Tracking<\/strong> and Documents to be processed<\/strong>, Open Bee\u2122 Portal : Chorus Pro Connector will query the Chorus Pro API.In Local<\/strong> mode, a run will run each night to retrieve the invoice information.Tracking<\/strong> screens and in the Documents to be processed<\/strong> date from the last execution of the processing.Tracking<\/strong> and Documents to be processed<\/strong> screens even when the Chorus Pro API is not available.<\/p>\n\nChorus Pro Submission Criteria<\/h2>\n\n Click on the Settings tab to access the criteria for submitting to Chorus Pro.<\/p>\n\nGroups and\/or users to be administered Chorus<\/strong> :d define the users or groups that have the ability to administer Open Bee\u2122 Portal : Chorus Pro Connector.Criteria(s) for submission to Chorus Pro:<\/strong><\/p>\n\nThis section gives you the opportunity to establish the criteria that allow Open Bee\u2122 Portal : Chorus Pro Connector to determine which documents should be submitted to Chorus Pro. <\/p>\n\n
A criterion is based on:<\/p>\n\n
\nor on a classification rule<\/li>\n\n\n\n or on a<\/li>\n<\/ul>\n\nIt is possible to create several criteria.<\/p>\n\n
All added documents that meet these criteria will undergo automatic character recognition (OCR) processing in the background to facilitate submission to Chorus Pro. <\/p>\n\n
\nIt is necessary to add PDF type invoices (Chorus requires the use of PDF type documents) in order to be able to submit them<\/p>\n<\/blockquote>\n\n
Automatic metadata association <\/h1>\n\n A character recognition process is used to automatically determine some of the information needed for submission in Chorus Pro.<\/p>\n\n
However, it is not uncommon for this information to be unrecognized or poorly recognized.<\/p>\n\n
When Open Bee\u2122 Portal has metadata corresponding to the information needed to submit the invoice in Chorus Pro, it becomes interesting to favor this metadata rather than that from character recognition.<\/p>\n\n
\nExample:<\/p>\n\n\n\n
Suppose the recognition process detects an amount of \u20ac1,500 on the invoice.
To set up the team: <\/p>\n\n
\nClick on the “Metadata association<\/strong>” sub-tab <\/li>\n\n\n\nChoose the classification rule from which the metadata will be extracted for submission to Chorus Pro <\/li>\n\n\n\n Associate Chorus Pro submission information with Open Bee\u2122 Portal metadata<\/li>\n<\/ol>\n\nManaging Recipients<\/h1>\n\n This screen allows you to match a recipient of the Chorus Pro directory to a label on your invoice.<\/p>\n\n
For example, if on an invoice, the recipient’s wording is Mairie d’Annecy but this wording is not the same in the Chorus Pro directory, you can make this correspondence here.<\/p>\n\n
Thus, if the wording of your invoice corresponding to the recipient is present in this recipient management list, it will be automatically replaced by the associated value from the Chorus Pro directory.<\/p>\n\n
This feature is very useful in the context of the automatic submission of invoices to Chorus Pro and avoids the need to systematically search for the recipient.\nIn the context of automated invoice mailing, it is advisable to put the recipient’s SIRET number as the value for the recipient.<\/p>\n\n\n\n
For the service, it is preferable to put the Chorus Pro service code, as it is in the Chorus Pro directory.<\/p>\n<\/blockquote>\n\n
<\/p>\n\n
Manage users<\/h1>\n\n\nThe invoice upload mode must be set to “Local” to use this filtering feature by user.<\/p>\n<\/blockquote>\n\n
Use this screen to assign one invoice per user and match a Portal user to a label on your invoice.<\/p>\n\n
Thus, users configured in this screen will only access invoices that have the corresponding metadata value (“User Label”) associated here.<\/p>\n\n
Manage bank details<\/h1>\n\n If you use several bank details to invoice the public institutions you work with, this screen allows you to associate a metadata value with a bank details already configured on the Chorus Pro portal.<\/p>\n\n
This means that you must specify a value on your invoices to identify the bank details to be used and that this value is associated with metadata.<\/p>\n\n
You can also select a default bank details.<\/p>\n\n
Automatic attachment linking<\/h1>\n\n Before you can automatically send attachments with your invoices, you need to set up automatic dynamic linking in Open Bee\u2122 Portal.<\/p>\n\n
In the configuration of the link, the same ranking rule must be used as in the Criteria(s) for submission to Chorus Pro section.<\/strong><\/p>\n\nYou can also choose a metadata that will allow you to activate automatic sending or not.This section details the configuration required to semi-automatically transmit invoices to local authorities from Open Bee\u2122 Portal : Chorus Pro Connector. Creating the technical account in Chorus Pro To allow Open Bee\u2122 Portal : Chorus Pro Connector to interact with the Chorus Pro Portal, it is necessary to create a technical account. If you haven’t […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21498,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21515","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21515","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21515"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21515\/revisions"}],"predecessor-version":[{"id":21518,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21515\/revisions\/21518"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21498"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21515"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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