Setup
Setting up the document layouts
In order to be able to use the Connector 365 Easy Batch App correctly, you must first set up the customers who want to receive documents in batch mode.
Open the desired customer/vendor and navigate to the document layouts
Navigate -> Document layouts
Once there, you will discover two new controls: a checkbox to control the batch mode and a dropdown menu for the job mode.
The check in the Batch Mode field causes the job mode selected here to be used during batch processing for the respective usage.
The selection in the Job Mode field controls the way the documents are put out.
You can set up all uses and use them in batch mode. It is basically possible to set several job modes per document. These will then be processed one after the other.
Job mode
The Job mode specifies how the batch is handled. By default, there are three options available there - Email, Print and Blank.
E-Mail
In E-mail mode, the documents of this customer/vendor are sent by e-mail when using the batch function.
Print
In Print mode, the documents of this customer/vendor are printed when using the batch function. The default printer selection is used.
PDF
In PDF mode, the documents of this customer/vendor are saved as PDF files in the activities.
Empty
An empty field is a special case. If the batch mode field is not set and the job mode field is empty, documents for this customer/vendor with the document type specified in the row will not be processed.
This allows you to exclude certain customers/vendors from processing even if a document sending profile has been set up.
In case you are using either the Connector 365 E-POST App, the Connector 365 XRechnung App or both apps, the following options are available:
XRechnung
In XRechnung mode, the documents of this customer/vendor are sent as XRechnung when using the batch function. This mode requires a previous setup of the Connector 365 XRechnung app. For more information, please refer to the setup of the Connector 365 XRechnung App
E-POST
In E-POST mode, the documents of this customer/vendor are sent as a letter when using the batch function. This mode requires a previous setup of the Connector 365 E-POST app. For more information, please refer to the setup of the Connector 365 E-POST App
Example
Now, if you want to use batch sending for invoices in mail for the selected customer/vendor, you need to do the setup as follows.
