Functions and outlook
Customers
Heeros LINK left frame
Purchase invoices
Sales invoices
Bank statements
Invoice amount report
Banking channels
Reports
Settings
Registers
Data queues
Log out
The Heeros Link always opens in the Welcome to Heeros Link! screen. Once the program opens, you can choose to go to the topic of your choice.
Customers
The Customers option below the company name will also take you to the Menu application for that company, if necessary.
Heeros Link left frame
In the navigation frame on the left, you always select the subject area you want to work on.
Purchase Invoices, Sales Invoices, Banking statements, Invoice amount report, Bank Channel, Reports, Settings, Registers and Data queues. Clicking on a subject area will open the functions for that selection, allowing you to edit and view information related to the subject.
The options in the navigation framework are always displayed open one by one. Clicking on the next view closes the options of the previous view.
Purchase invoices
In the Incomplete view, purchase invoices that have already arrived in Link, but have not yet been forwarded, are momentarily displayed. Processed purchase invoices are also temporarily displayed in the Incomplete view.
The Waiting for users action view will contain those invoices that require manual action by the processor.
The Complete by date / Completed by customer views allow you to view purchase invoices that have been transferred either by date or by customer.
Sales invoices
In the Incomplete shows the sales invoices that have been received by Link and sent to Opentext, but for which no archive items have yet been created.
The Waiting for users action view shows the sales invoices that are waiting for manual action by the user.
The Waiting for Archive view displays the archive copies of sales invoices that have not been automatically routed to the archive. The remaining archive items must be processed manually to direct them to the correct customer base.
The All view displays a list of all customers whose sales invoices have been sent via the Heeros Link to the recipients.
Bank statements
In the Incomplete shows for a moment the statements that have not yet been transferred to the East Euros account and Heeros Accounting (if used), as well as the statements that have required manual intervention.
The Uploaded view shows all the statements that have arrived in Heeros Link from the bank and have been retrieved from other systems, as well as statements that require manual intervention (error situations).
Invoice amount report
From the Invoice amount report view, you can track the number of invoices by year and month, by customer and by invoice type.
Banking channels
The Payment batches view shows the payment documents sent to the bank by customer.
The Outgoing view shows the payment documents sent to the bank by bank.
In the Incoming invoices view, you can see the data received by Heeros Link by bank.
Reports
In the Transfer reports view, you can view the data that has passed through Heeros Link.
Daily Reports allows you to track the number of retrieved purchase invoices belonging to the same Menu, by day.
The Deleted report shows all the items deleted from Heeros Link. Deleted items can be returned to Heeros Link within 2 months of deletion, if necessary.
Settings
The Settings view defines all the settings in Heeros Link that affect, for example, importing invoices, account statements and general policies.
Registers
In the Registers view, you define the character set for sales invoices and statements when invoices or statements are transferred to an external system or when a different character set is used than the default.
Data queues
In the Incoming view, you can view documents that have arrived from Syncra. Identa is no longer in use.
In the errors views, you can delete invalid documents received from Syncra to Heeros Link, if necessary.
Log out
The Logout option closes Heeros Link.