Scanning Documents into IRIS Financials

This topic relates to an example of the scanning of documents using the following scanners (Epson GT-S50N or Epson GT-S55). If you are using any other scanner you will need to refer to the relevant product manual.

  1. Print the barcode and attached to the applicable document

  2. Search for and open your scanning application - typically found in the Windows Start menu.

  3. Select the PS Financials setting profile at the top of the window. The configuration should be the same as the following:

    • Document Source: Single-Sided

    • Size: Auto

    • Resolution: 300dpi

    • Image Type: Auto

    • Image Option: None

  4. Insert the document(s) into the scanner and select Scan.

  5. Select OK on the next dialog box.

    All files scanned in here will get saved to the location specified by your network administrator. For example:

    (PSF_Share) T:\Document Imaging\Scanned Documents

    The share location will be network specific and may differ from the location above depending on the location specified by your network administrator.

  6. Next, open up the IRIS Financials application, then go to PSF Links > Document Imaging.

    If you do not have the PSF Links option on your toolbar, go to Options > Scanning.

  7. Once the Document Imaging/Scanning application is open, go to File > Open From > Folder….

  8. Select your Scanned Images folder. This will be a shared folder which was specified by your network administrator.

    This imports all of the documents located in the specified folder.

  9. Once you are happy that all your documents are showing, select the Scanner icon.

  10. Select ..., then select the SCAN profile. This searches the scanned documents for the barcode.

  11. Select OK. A new window displays the scan results. If multiple documents have been scanned, it will organise all of the documents on the left.

  12. If you are happy with the results, select the filing cabinet icon with the green arrow. This attaches the documents to the relevant records.

  13. Select a folder to save the documents and select OK.

    All attached documents should be stored in the PSF_Share location. This will be a shared folder which was specified by your network administrator.

    Don’t remove the files stored in here as the PS Financials software refers to these files to load the scanned images.

  14. The documents are attached to the applicable transactions in IRIS Financials. A paperclip icon is displayed next to a transaction which has an attachment.

  15. Double-click the attachment icon to view the attached files, then double-click on a file to open it.