Help videos about Conrab Opto
Below you will find instructional videos about Conrab Opto.
Watch our 2-5 minutes long tutorial videos on how to use Conrab Opto.
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- Introduction to the Archive
- Create a chart with group and aggregate
- Accumulation chart
- Search by account
- How to use a saved search in the archive
- Share a saved search
- Distribute reports
- Approve invoices in the archive (administrators)
- Automatically approve invoices (administrators)
- Cancel invoices (administrators)
- Add pages to a document in the archive (administrators)
- Send manual reminders from the archive (administrators)
- Search administrator conversations in the archive (administrators)
- How to handle documents sent back to administrator (administrators)
- Return invoice in the registration
- Introduction to Translation, Formatting and Fixed values
- Fixed values for a supplier
- Formatting for a supplier
- Formatting with regular expressions
- Translate the interpreted values for all suppliers
- Translate interpreted values for a supplier
- Error codes when automatic registration fails
- Ocr template introduction
- Create identifier
- Ocr template, various fields
- Ocr template, line numbers
- Ocr template, line hint
- How to create a template on a credit invoice
- How to create template on multi-page invoice
- Share a template with other companies
- Update image on an existing template
- How to ignore uncertain ocr
- How to interpret credit notes - using credit phrases
- Introduction to Automatic Registration
- Temporarily disable automatic registration
- Schedule automatic registration
- Automatic final approval
- Schedule automatic final approval
- Introduction to Document message
- Document message in the registration
- Document message in the inbox
- Document message with an audit user
- Document message added as a comment
- Document message added to conversation
- Introduction coding message
- Coding message
- A posting message must apply to multiple accounts
- Flow escalation
- How to interpret credit notes - using credit phrases
- Message to administrators when integration status has failed
Administration
System message
Manage documents in your inbox
How to use the inbox
How the codings tab works
How to import account coding lines
The robot automatically suggests creating a favorite
Favorites, automatic coding
Favorites, suggest coding
Allocation, automatic on supplier
Attachments
Show document message again
How to use Ocr templates
Ocr template introduction
Create identifier
Ocr template, various fields
Ocr template, line numbers
Ocr template, line hint
How to create a template on a credit invoice
How to create template on multi-page invoice
Share a template with other companies
Update image on an existing template
How to ignore uncertain ocr
Dashboard
How to create your own dashboard
How to use the archive
Introduction to the Archive
Create a chart with group and aggregate
Search by account
How to use a saved search in the archive
Share a saved search
Distribute reports
Finally approve invoices in the archive
Automatically final approve invoices
Cancel documents
Add pages to a document in the archive
Send manual reminders from the archive
Search administrator conversations in the archive
Accumulation chart
How to handle documents sent back to administrator
Supplier Agreement
Register a new supplier agreement
Set up agreement types
Folder Settings
Message to administrators when integration status has failed
Introduction – Automatic Registration
Temporarily disable automatic registration
Schedule automatic registration
Schedule automatic final approval
Automatic final approval
Introduction to Document message
Document message in the registration
Document message in the inbox
Document message with an audit user
Document message added as a comment
Document message added to conversation
Introduction coding message
Coding message
A posting message must apply to multiple accounts
Flow escalation
How to interpret credit invoices – by using credit terms
Nova
Create users
Matching Settings
Investigation in Register
Return to registration page
Translations and Formatting
Registration Inbox Tools
Supplier invoice registration
Send reminders from the archive
Coding messages with audit flow
Coding messages
Document messages with audit flow
Document messages
Cancel invoices in the archive
Finally approve invoices in the archive
Distribute reports
Notification Settings
Absences
Dashboard
Handle Documents
Share Reports
Conversations
Reminders on Documents
Investigation
Comments
Add attachments
Create Reports
Saved searches in the archive
Introduction to the Archive
How to use Allocations
How to use Favorites
How to use Import coding lines
How to use the Codings Tab
How to Use Your Inbox
Conrab Opto Mobile App
Filter Assistant
Document functions
Handle documents approve and send back
How does the investigation function work?
How does the reminder feature work?
How does the comment feature work?
How do conversations work?
How does the absence feature work?
Conversation Notifications Settings
Registration
Formatting with regular expressions
Return invoice in the registration
Introduction to Translation, Formatting and Fixed values
Fixed values for a supplier
Formatting for a supplier
Translate the interpreted values for all suppliers
Translate interpreted values for a supplier
Error codes when automatic registration fails