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WhatsApp Scan

Whatsapp Scan feature enables users to manage transactions more efficiently by uploading invoices, bills or receipts through WhatsApp. Images, documents, text and audio files are supported. Users can easily organize and attach these files to various document type within SQL Account.

Prerequisite​

  1. Setup Default Customer and Supplier Account
  2. Registration

Setup Default Customer and Supplier Account​

INFO

New invoices with attached files will be automatically assigned to the default customer or supplier account.

  1. Go to Menu Bar > Tools > Options... > Customer.

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  2. Go to Menu Bar > Tools > Options... > Supplier.

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Registration​

  1. Go to Menu Bar > Tools > Maintain User...

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  2. Select target / create New user.

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  3. Enter mobile number registered with WhatsApp and click Save.

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  4. Go to Menu Bar > ☁️ > Whatsapp Scan.

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  5. Click Register at the top right corner.

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  6. Select user that request for Register > Click OK.

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  7. Click Copy Link to Clipboard or Share and share URL to user.

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  8. Do not Close the dialog before user succesfully registered.

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  9. After user received the link, the user is required to:

    1. Click the link.

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    2. Send the pre-filled message with the phone number registered.

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    3. Whatsapp replied You have successfully linked with Testing Company indicates registration completed.

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  10. Dialog show Registered Successful indicates user complete the registration.

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Usage​

  1. Upload File to Whatsapp Scan
  2. Group Files (Optional)
  3. Assign DocType to File
  4. Attach File or Folder to New Invoice
  5. Attach Files or Folders to Multiple New Document
  6. Attach File(s) or Folder(s) to Existing Document
  7. Drag and Drop

Upload File to Whatsapp Scan​

  1. Snap a photo / Choose the following file type to upload the file.

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  2. A ✅ emoji will be react on file if the upload is successful.

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  3. Click Refresh button to review the file uploaded.

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Group Files (Optional)​

INFO

Grouping related files allows them to be attached into a same document with only 1 click.

  1. To Group, select multiple files (ctrl + left click) then either:

    1. Click Folder button on the panel.

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    2. Right Click > Group Files….

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  2. To Ungroup, Select grouped attachment then either:

    1. Click Unfolder button on the panel.

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    2. Right Click > Ungroup Files…

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  3. Click Left and Right button to preview files in group.

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Assign DocType to File​

INFO

Based on DocType, the following document type will be created with default customer or supplier account.

  1. Select target file > Click ▼ button > Choose DocType.

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Attach File or Folder to New Invoice​

  1. Select file / folder > Right Click > Create New Document.

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  2. System will pop out a message to show how many document is created > Click OK.

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  3. Navigate to following DocType to review created document.

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Attach Files or Folders to Multiple New Document​

  1. Select multiple files / folders (ctrl + left click) > Right Click > Create New Document.

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  2. System will pop out a message to show how many documents is created > Click OK.

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  3. Navigate to following DocType to review created documents.

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Attach File(s) or Folder(s) to Existing Document​

  1. Select file(s) / folder(s) > Right Click > Attach to Existing Document.

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  2. Select target document > Click OK

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  3. System will navigate to the attached document, review the attached file(s) in the Attachments.

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Drag and Drop​

  1. Select target document (eg. IV-00001).

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  2. Click Edit > Pin the Attachments panel.

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  3. Go to Menu Bar > ☁️ > Whatsapp Scan

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  4. Go to Menu Bar > Window > Tile Vertical

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  5. Drag the selected file(s) from Whatsapp Scan and Drop it on the Attachments panel.

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  6. Click Save.

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Additional Information​

  1. Check Attached File or Folder
  2. Share File

Check Attached File or Folder​

  1. Attached file / folder will been tick in checkbox.

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  2. Turn on / off in Filter button based on your needs.

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Share File​

  1. Click Share button allow to share the file to other user.

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  2. Choose the following channel to share the file.

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