Integrating PCSchool with FileBound

PCSchool - FileBound

PCSchool provides the ability to interface with FileBound enabling creditor invoices scanned via FileBound to be automatically passed into PCSchool once that invoice has moved through the FileBound workflows. During the FileBound workflows invoices can be tagged to the appropriate Creditor and dissected to the relevant ledger dissections (both Creditor and Ledger authority files are read automatically into FileBound by FileBound) . Invoices passed into PCSchool can then be paid from within PCSchool with payment details being automatically available to FileBound.

 

 

STEPS:

  1. Order the FleBound Integration Module from PCSchool
  2. Ensure that a current Spider is installed and the FileBound integration has been enabled
  3. Setup System FileBound settings
  4. Accessing FileBound from within PCSchool

STEP 3 –  Setup System FileBound settings

Consult with FileBound to obtain your school’s unique settings

Path:       Utilities > System File Maintenance

FileBoundSetup

 

STEP 4   – Accessing FileBound from within PCSchool

Creditor invoices stored within PCSChool that originated from FileBound can be launched in the FileBound browser from with PCSchool Creditor Master File or within Creditor Invoice Entry.

Path:    Creditors > Creditor Master File

FileBoundTrans

 

  1. Highlight the desired invoice within the Transactions Tab
  2. Click on the FileBound icon to launch the browser. If there is no FileBound icon then you either
    • your version of Finance.exe is earlier than  2016.0.0.68
    • haven’t set up the FileBound settings in Step 3 above
    • the source transaction is not of type Invoice (not a payment)
    • you need to download the FileBound graphic. Download and save to \pcschool\bitmaps on local machine and on server. Download here

Path:    Creditors > Creditor Invoice Entry

FileBoundInv

 

  1. Call up the desired invoice
  2. Click on the FileBound icon to launch the browser. If there is no FileBound icon then you either
    • your version of Finance.exe is earlier than  2016.0.0.68
    • haven’t set up the FileBound settings in Step 3 above
    • the source transaction is not of type Invoice (not a payment)
    • you need to download the FileBound graphic. Download and save to \pcschool\bitmaps on local machine and on server. Download here