Getting Started: Overview

This overview links to all required and optional steps in sequence from administrator setup to the first automatic processing and posting of invoices.

Administration

• How to add administrator

Organization

• Organization - General

Clients

• How to create clients
• Optional
  • ELMA registration
  • Setup of Single Sign-On
  • Client attributes (beta)
  • Approval hierarchy
  • About historical learning in Semine

Users

• How to create users
• Send login information
• How to create groups
• Optional
  • Import users
  • Setting up absence assistant for user
  • How to edit/remove user in Semine
  • What do the different roles mean

Integration

More about integrations

SEMINE Connect

Optional: We recommend integrating via SEMINE Connect for these systems as it simplifies setup and monitoring.

• Xledger - SEMINE Connect setup
• Unit4 - SEMINE Connect setup
• PowerOffice Go - SEMINE Connect setup
• 24SevenOffice - SEMINE Connect setup
• Visma.net - SEMINE Connect setup
• Visma.NET - ERP setup

SEMINE API

Optional: This applies if you are integrating directly with SEMINE's API.

• Integration API - Getting started (1-5)
• Integration 1: Requirements
• Integration 2: Master Data
• Integration 2.2: Master Data Overview
• Integration 3: Submit invoice
• Integration 4: Processing invoice
• Integration 5: Getting the Posted Invoice

Setup

Workflow setup

• My first Workflow - Part 1
• Optional
  • Part 2 - Multiple flows
  • Part 3 - Conditions in folder
  • Part 4 - Multiple approvers
  • Part 5 - Multiple conditions
  • Part 6 - Exclusivity
• Examples
  • Workflow - Forward to buyer's reference and require dimension
  • Workflow - 2 approvers with different amount limits

Automation setup

• Optional
  • My first automation

Purchase Order (PO) setup

• Optional
  • Purchase Orders - API Getting Started
  • Automatic Invoice to PO Matching
  • PO Line Matching Quality and Logic
  • PO Line Accounting Parameters
  • PO - Goods Received Notes (API)
  • Purchase Order - Field Calculations

Daily use

Getting started with invoice approval

• Getting started as invoice approver (Steps 1-8)
• Startup 1: Login
• Startup 2: Invoice list
• Startup 3: Views in the invoice list
• Startup 4: Open invoice
• Startup 5: Handle invoice
• Optional
  • Startup 6: Customize invoice screen
  • Startup 7: Comments - Inbox
  • Startup 8: SEMINE Mobile app
  • Startup 9: Absence assistant