ACF PDF Invoice Uploader v1.0.9User Manual

How to use the ACF PDF Invoice Uploader for on-line transmission of PDF invoice files

1. Introduction 03

2. Requirements 03 2.1 System requirements 03 2.2 File naming convention 03

3 Download of the ACF PDF Invoice Uploader 03

4. Installation of the ACF PDF Invoice Uploader 04

5. Usage 05 5.1 Select directories containing files to upload 05 5.2 Configure upload parameters 05 5.3 Configure options 06 5.4 Verify files for upload 06 5.5 Upload files 07 5.6 Close Application 07 5.7 Regular usage 07 5.8 Automatic scheduled upload 07

Content

3 ACF PDF Invoice Uploader v1.0.9 User Manual

1. Introduction ABN AMRO Commercial Finance highly prefers electronic data exchange with clients. Electronic data delivery is fast,

easy and accurate. This document gives a detailed instruction for uploading invoice PDF files to ABN AMRO

Commercial Finance via the ACF PDF Invoice Uploader application that can be downloaded from the ABN AMRO

Commercial Finance website.

2. Requirements2.1 System requirementsThe ACF PDF Invoice Uploader is a stand-alone application. To use this application your computer has to comply with

the following minimum system requirements:

Minimum

Operating system Windows XP or Higher

Processor 1.6 Ghz

Memory 1 Gb

Disk space 100MB

Internet connection 2Mbps

2.2 File naming conventionThe PDF invoice files have to be named according the convention:

__.pdf

3. Download of the ACF PDF Invoice Uploader1. Go to the ABN AMRO Commercial Finance website: http://www.abnamrocomfin.com/nld

2. Click on “Ik ben klant”

http://www.abnamrocomfin.com/nld

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3. Click on “PDF Invoice Uploader”

4. At Setup click on “hier” to download the setup

4. Installation of the ACF PDF Invoice UploaderThere are two ways to install the application. The first method is by downloading the setup (ACF PDF Invoice Uploader

setup.zip), extract it and launch the setup program. If the .NET Framework 2.0 is already installed on the machine, the

ACF PDF Invoice Uploader update zip file can be downloaded, extracted and the application can be launched directly

without installation by starting the application (ACF PDF Invoice Uploader.exe). A shortcut to the application executable

must then be created manually.

ACF PDF Invoice Uploader v1.0.9 User Manual

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5. Usage

5.1 Select directories containing files to upload

The first time the application is started up it must be configured. We begin by setting up the directories from which

the PDF files can be uploaded. Select a directory using the button (1) or enter it in directly into the textbox

“Upload files directory” (5). The directory shown in the textbox (5) can be opened in the explorer by clicking on the

button (2). Normally the application will only upload PDF files in the directory selected and ignore subdirectories.

If subdirectories must be included, check the option (3) before adding the directory to the list (6). Now

add the directory to the list by clicking on the button (4).

After selecting a directory in the list it can be removed with button (7) or the folder can be opened in the

explorer with button (8). Any changes in the list of directories will update the list of files to be uploaded (15).

5.2 Configure upload parameters (Client Portal)

Supply username, password and client number in textboxes. The account details are the same that are used to login

the Client Portal website. When the client number is not known, just fill in a number. When the client number is invalid

an error will be shown during upload and a list of valid numbers will be shown.

ACF PDF Invoice Uploader v1.0.9 User Manual

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5.3 Configure options

There are two methods that can be used to upload only new invoices.

1. The application removes the invoices after uploading, use this option when PDF files are copied to a folder

specifically for the Invoice Uploader. Set this option by checking the option

2. The application only uploads files created since last successful upload. When the list of files to be uploaded (15) is

generated, it is stored with the time of generation. After a successful upload, this date will be stored. The next

time the application is used it will only load the PDF files in the list that are created after this date. Enable this

option by checking the option

When using the application the first time, setup the date manually.

The filename filter can be used to select only files with a specific name, e.g. *INVOICE*

5.4 Verify files for upload

The next step is to verify the list of files that will be uploaded. After verification click on the button to

start the upload process. The status of every item will be changed from “Queued” to “Uploaded” when the file is

uploaded successfully. The status can be one of the following:

Status Description

Queued PDF file is queued for uploading

Connecting to server... The application is connecting to the webservice

Connected to server The application is connected to the webservice

Uploading file... PDF file is being uploaded

Waiting for available bandwidth... The application has a built-in bandwidth limiter. The application is waiting for bandwidth to upload the file. The bandwidth is currently limited at 1.2 Mbps

File uploaded PDF file is uploaded

ACF PDF Invoice Uploader v1.0.9 User Manual

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Upload failed An error occurred while upload the file

File skipped (File is empty (0 bytes))

PDF file is empty (0 bytes) and will not be uploaded

File skipped (Exceeds maximum allowed file size of 20 MB)

File is larger than maximum allowed and will not be uploaded. Contact ACF for alternative upload procedure

Error occurred An error occurred while upload the file (detailed information can be supplied)

5.5 Upload files

After clicking on the button, the files will be uploaded. The status of the files will change from

“Queued” into “Uploaded” if uploaded successfully. Statistics about the upload process will be shown in panel

“Statistics” (18). This will also show an estimate about when the upload process will be completed.

5.6 Close Application

After uploading the files, close the application by clicking the button

All settings will be saved.

5.7 Regular usage

The next time the application is used the following procedure is used:

1. Start-up the application

2. Click on

3. Click on

5.8 Automatic scheduled upload

The process of uploading the PDF invoice files can

also be completely automated.

The application supports a command line option

called “RunUnattented”.

By using this command line option in combination

with the Windows Task Scheduler the process of

uploading PDF invoice can be completely automated.

ACF PDF Invoice Uploader v1.0.9 User Manual