Documentation

How to log in:

Uncheck “Use Windows Authentication”
Click on “Helgesen” so it is highlighted
Click “Open”

Username: Acct1
Password: Acct1

Where to start:

Helgesen
→ Finance
→ → Review

Here you can find a folder that usually has some documents that need to be split apart, have info filled out, and then sent to a different folder.
Right click on the top bar, and then select “Load/Save Columns” and “AR Invoice”

This will make the metadata easier to view for this document type.

Invoice type:

Left is Poland right is US

Splitting and adjusting metadata:

Double click to open the invoices (or highlight a couple and right click to open them all at the same time)
Each entry should have a different invoice number, if several pages are in the same entry with different numbers, you need to make new documents.

On the left side of the screen you can see the thumbnails and click through them to change the page displayed. Right click on the page you are currently viewing and click new document to split the page into its own entry.

Use the information found on the page to fill out the box and then click “Ok”. Remember that Polish dates are written differently: DD/MM/YYYY instead of the US format of: MM/DD/YYYY. You can use Tab to quickly change the field you are typing in.

us invoice:

US invoices need to have 6 spaces before the invoice number in the metadata.

If the form you opened was one page, often times the last digit of the invoice number is missing. Add this digit in the metadata and the title (File → Rename). Then close the form, the rest should be done automatically and the file will move itself.

If the US forms are together and need to be split into a new document, fill out all of the information fields.

Poland invoice:

After you are done splitting all of the Poland invoices, sort them by date and move them to the proper folder. Their folders can be found here:

help and other work:

If you ever need help with Laserfiche or you run out of files to fix, talk to Lori Blum in Accounts Receiving.

Laserfiche Documentation