After creating the payment request, LabOrders will automatically synchronize new documents registered in your institution software over night (if the integration functionalities are active in your institution). Alternatively if you are using LabOrders Orders as the source of your expenses, LabOrders will automatically add new expenses to open payment requests.
When you are starting, you will want to import existing documents immediatelly by forcing the synchronization to happen.
1) Go to menu Projects > ERP sync docs
2) Click the Sync ERP documents... button.
3) ⚠ Note: It is very important that you synchronize the documents in the order indicated, so that LabOrders document matching functionality works in the best possible way.
The specific documents may vary from institution to institution. For example, if you are using LabOrders Orders as the source of your information, you will only synchronize the POs and the other options will not appear on the screens below.
In general you will have to synchronize the documents in the order that they appear in the syncronization screen. For example:
In this case, you should:
a) Start with the first document, by selecting PO.
b) Select the date range, you want to synchronize. We strongly suggest you do this by year, starting with the earliest year. You can use the year help blue links below the selectors to automatically set the from and to fields.
c) Finally select the relevant grant.
d) Click the Sync ERP documents button and wait.
e) Once the process is completed, you can click Invoice and repeat the synchronization.
f) Do this one more time for the Payment documents.
g) Repeat the process above for all the relevant years.
4) LabOrders will show you any syncing errors that may have occurred.
We will go through the troubleshooting of these errors in a different section.
5) If you go back to the Payment Requests table, you will see the total values for the Payment request have updated automatically.
You can, then, start preparing a payment request for submission.