General parameters

ExFlow | Setup | General parameters

Parameters

Parameters
Hostname	The link with the "Hostname" is automatically updated and used when an external link is created for invoice images to be used, for example in Power BI (Business Intelligence). This link only needs to be updated manually when a test environment is set up based on production. This link is used in conjunction with the periodic job "Update invoice image URL".
License code	It is mandatory to obtain and fill in a license code to be able to use ExFlow. To obtain the license code please contact Signup Software AB or your ExFlow partner.

License information

Licens handling information found here; https://docs.exflow.cloud/finance-operations/docs/user-manual/get-started/license-handling

License information
Is valid	Shows if the license is valid.
Valid To Date	Valid to date is used if you have received a demo license.
License Terms Number of invoices	Number of invoices your license is valid for for 12 months.
License Terms Users	Number of users your license is valid for.
Current Value Number of invoices	Processed invoices.
Current Value Users	Setup users in ExFlow.
Button - Report	Opens a new form with a summary for all invoices for all companies.

Invoices per company report

Invoices per company
From date	From date
To date	To date
Total number of invoices	Total number of invoices run in ExFlow
Button - Ok	Executes the query that displays number of invoices per company

Web setup

Web setup
Recent	In this field the number of day's can be setup for how long the filtering on recent handled invoices in ExFlow should be based on. (Value 0 = 30 days by default)
Fast fetch invoice document to web	If this setting is switched on a different communication method between ExFlow web and D365FO is used that will speed up the communication for invoices with hundreds of lines. The old way will be deprecated in later versions.
Fast validate in ExFlow web	Used in combination with Split validate functionality.
Merge dimensions	If set to "Yes", when changing accounting in ExFlow web the dimensions from the vendor and the dimensions from the main account will be merged. If set to "No" the dimensions are set from the account and if no dimensions are setup on the account, they are fetched from the vendor.
Fast communication with web	Used in combination with Split validate functionality.
Send invoice remainder quantity	If set to ‘Yes’, the quantity field in Exflow web shows the invoice remainder quantity. If set to ‘No’ Quantity field will show total ordered quantity.

Document chat

Document chat
Filter users	Determines if the chat functionality should be limited to the user's setup in the current company for which the invoice is registered in.

PDF Web service

Setup option for PDF Web Service

If PDF web service is used, relevant information should be entered here.

PDF Web service
Web service URL	The URL for the web service.
Password	Password.
Port	Specify port for web service or use port 40001.
Use IP address	Connect with IP adress instead of URL.

Setup of invoice image generating using external blob storage

If there is a need to use external blob storage for generating invoice image.
Additional fields like Storage Account name, Storage Account Key and Container reference that have to be populated.

NOTE: That the storage account is required to have Allow blob anonymous access enabled as public.

Azure storage
Use external blob storage	Enables the use of the external blob storage.
Storage account name	Storage account name The name of the storage account in Azure Storage.
Storage Account Key	The key to the storage account in Azure Storage.
Container reference	The container name that holds the file in Azure Storage.

Line item charges

Line item charges
Line item charges	When selected, the line item charge menu items in ExFlow Parameters are made available and selectable Please also see the relevant white paper or contact your ExFlow partner for further details.

Feature management

The feature management tab is used to enable/disable new features within ExFlow. Please see release notes or user manual for more information about the specific feature.

Feature management
Validate project line quantity	Correction made and schould always be enabled
Override charge dimension	To override the dimensions on charge setup
New calculate approvers	To calculate approver in workflows, should always be enabled
Match import and run suggest approver fast	should always be enabled
Disable logic to switch Price include sales tax flag for global withhold tax	Mainly for Norwegian customers, should always be enabled
ExFlow Automatic invoice coding	This function is a help when working with import of invoices Both when the actual import is executed and then it can be a help in the form for imported invoices.
ExFlow financial dimension web lookup performance improvements	This feature speeds up the performance for the financial dimensions lookup on ExFlow Web in most scenarios. Please note, enabling this feature may cause some extensions to stop working
New invoice register journal posting	Is a new logic for the journal that D365 std uses. This is because the old Exflow logic didn’t supports SII reports in Spain. This parameter is only active for Spanish customers and the customers that wants to have It active from the beginning.
Vendor statement	To activare vendor statement functionality
Approver workflow	Enables the new approver workflow functionality
AI/ML Service	Enables the AI/ML service
New Xml serializer	Enabled as default
Tax calculation framework	Enables the Tax calculation framwork

System Options

System options
Validate invoice in ExFlow web	To validate all lines on the invoice and get all the errors in the same time. Without this enabled, Exflow stops on the first error and then after correction looks at the next one and so on. 0 = disabled, 1= default. 1 thread for all validations. 2-xx = Splits the validation in parallel threads.

Vendor statement

To initiate subscription and activate the Vendor statement product.

Number sequences