Paper Trail is a service that intercepts incoming Supplier emails, saving the PDF attachments and interrogating the data in the PDF so it can be sent to Magix for automation purposes for example, an incoming email with an Invoice attached that relates to a Purchase Order.

With this data (see below) Magix can receipt the order with minimal user intervention and also make the PDF Invoice available within Magix.

The added bonus of this is the ability to find documents quickly and simply within the Paper Trail Portal.

It also means you do not have to Print Invoices from Suppliers saving the Cost of doing this and also Storage.

Another time-saving factor is the easy retrieval of the Supplier Invoice by clicking on the  icon wherever you see it in Magix.

Click on the link below to view PaperTrail in action.

1. Frequency 

Data from Paper Trail is downloaded and processed automatically into Magix on a frequent basis. 

2. Supplier Record

The Supplier Record (Flags button) has a number of options that tell Magix how to handle Paper Trail data.

1. Ticking 'Must Receipt via PaperTrail' will tell Magix that all orders from this Supplier must be Receipted using the PaperTrail Process, orders cannot be receipted (for this Supplier the old way).
2. Ticking 'Must Supply PO# (Non Parts)' will tell Magix that all Invoices from this Supplier must have a valid Magix PO#. All Parts Supplier Invoices require a PO#.
3. Ticking 'Allow PO to Process if Price > PO Price?' will tell Magix to allow PO's to Process in this circumstance. This is used  when you order products that you don't know the price for but you will accept the price charged by the Supplier.
4.  Used at ACS discretion. 
5. Ticking 'Don't Verify Bank Account#', use this for Overseas Suppliers where the Bank Account on the Supplier Invoice is not in the standard format.
6. Used at ACS discretion. 
7. Used at ACS discretion. 
8. Ticking 'Allow Zero Rated GST' tells Magix that Invoices from this Supplier do not have a GST component.
9. Ticking 'Multiple Deliveries', not used at this stage, under development.
10. Maximum Adjustment, this is mainly used for some Farm Machinery Suppliers, please talk to ACS if you require further information on this.

3. Viewing the Supplier Invoice from Paper Trail.

Anywhere you see this Icon,   click on it (or F7) to see the Supplier Invoice from PaperTrail.

4. Active Windows.

When in the Paper Trail menu, and clicking on buttons like Show PO and Supplier, the Paper Trail Window becomes Inactive until you close the Window you are operating in.

5. User Access.

In order for a User to have access to Paper Trail processing, the following needs to be ticked in the appropriate modules in Utilities-User Profiles.

Delete PaperTrail Data and Bypass PO Receipt should only be ticked for Managers.