Request for information is a feature available in Access Capture, during Verification of an Invoice. It allows users to request further information from someone else in the company, regarding an invoice.
You can use the Request information dialog box during verification of an invoice.
To do this:
Click on the Request information button whilst you are verifying the invoice (this is shown as a opened envelope icon)
Using the dialog box that appears; write a comment to the intended recipient
**You can optionally choose to send this to a specified email recipient.**
**If you choose to send the message to an email recipient, the current document is attached to the email as a .pdf file.**
**If you do not choose to send the message to an email recipient, the document is sent back to the document list view with an i icon that indicates the Request for information status**
After you click OK, the batch status of the document changes to Request for information and you are returned back to the document list view.
**If a notification, based on the Request for information event is defined in the Notification service; an email alert is also sent to the recipients specified in that event type**
The email sent to the specified recipient, on the Request information dialog box, originates from Readsoft Online
However, when you reply to the email; the email address of the person who sent the request for information, is used as the reply to email address.
Replying to a request, in Access Capture:
Invoices with a pending request for information are identified with an i icon on the document list view.
When you verify an invoice which has the request for information status, you'll notice a dialog box appears on verification, on the tab with an orange speech bubble icon.
After you update the dialog box with an acknowledgement the invoice status is updated to Pending manual verification
You should be able to continue processing the invoice as normal