Adding Applications in the Menu
Adding the Heeros Purchase Invoices capture and posting solution
A main user at the office level can add Heeros applications for existing customers. The process of adding applications starts from the Menu, where you search for the company from the list to which you want to add the application and click the Edit button next to the company's name:
After that, a pop-up window will open, allowing you to add the desired applications for the company. In our example, we are implementing Sales Invoices for the customer:
Check the desired application and make the necessary related selections in the program (you can find more information about the selections related to the programs here).
After making your selections, click the Create Applications button and wait for the program to create the desired applications. When the program indicates that the applications have been created, you can close the pop-up window by clicking the Close button.
Adding the Heeros Purchase Invoices capture and posting solution
If a adding the Heeros Purchase Invoices capture and posting solution has not been established for an existing customer during the implementation of the solution or due to the guided creation of the customer, the establishment of the customer must be requested from Heeros Application Support.
Before establishing the Adding the Heeros Purchase Invoices capture and posting solution, the customer must have a Purchase Invoices recycling solution set up, with its settings and registers defined.
Request the establishment of the customer for the adding the Heeros Purchase Invoices capture and posting solution through a service request. During the establishment, an email address for receiving invoices will be created based on the company's name. The created email address will be communicated in the service request once the establishment is complete.