Viewing the invoice PDF image in Exo

February 15, 2019

Once an invoice has been fully processed the image of that invoice is exported to a folder in PDF/A (Archivable PDF) format in a folder structure specified at the time of setting up Fetch for your company.

The pdf can be accessed from within Exo on the Transactions Tab, or from the folder directly.

To access from within Exo, Right click a transaction and select View Scanned Original.

To access the actual folder all pdfs are stored in, this will be most likely located where your SQL backups are kept. If you are not sure please contact Focus and they will be able to let you know how to access it for your particular site.

It is vital that these invoices are backed up in multiple locations regularly. They need to be kept for 7 years for the IRD. Focus offers a robust backup service to provide maximum peace of mind. Please let us know if we can help with this.

 

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