I recently worked with a client who mentioned how tedious it was to individually scan AP invoices for attachment. They also found it cumbersome to split a PDF containing multiple invoices into separate files for attaching to accounts payable (AP) invoices. Fortunately, Vista’s PDF Page Splitter is designed to handle these situations. I use it so frequently that I sometimes forget not everyone is aware of its existence.
In this article, I’ll demonstrate how to use the built-in PDF splitter to streamline AP invoice entry and increase efficiency.
If you receive a stack of invoices from various vendors via mail, you can simply scan the entire stack into a single PDF using your office copy/scan machine. These machines often allow rapid scanning of documents, including front and back pages.
In Vista, after you've created and saved an invoice header, the paperclip icon will become bold and you can select the Page Splitter to open the Page Splitter Window. ( I usually have the Attachment Lister checked as well as a convenient way to see attachments on my document) From there a window will open up and you can drag/drop a pdf containing multiple pages from your computer. You used to be able to drag/drop right from Outlook but the New Outlook no longer supports that. In that case, I recommend drag/drop to the desktop and then drag/drop to the Page Splitter...or click the browse button to find the PDF file. From there you can easily grab a pdf page (or use your CTRL key to click on multiple pages) and drag/drop them into the AP Invoice. In this example, I highlighted page 1 & 2 and dragged them into my invoice. The Page Splitter copied the 2 pages into a single document and attached it to my invoice. It also grayed out Page 1 & 2 in the Page Splitter window letting me know I had processed those pages from the original PDF. The Page Splitter has other options such as assigning Attachment Security Types, changing the file naming convention, or having the ability to save your progress and pick up where you left off at a later time.
I hope this can simplify the laborious process of scanning and attaching PDF documents to your AP invoices or any Vista program that accepts attachments. If you need additional information, I encourage you to explore the online Vista Help or feel free to reach out to us via our web page booking links.
From there a window will open up and you can drag/drop a pdf containing multiple pages from your computer. You used to be able to drag/drop right from Outlook but the New Outlook no longer supports that. In that case, I recommend drag/drop to the desktop and then drag/drop to the Page Splitter...or click the browse button to find the PDF file.
From there you can easily grab a pdf page (or use your CTRL key to click on multiple pages) and drag/drop them into the AP Invoice. In this example, I highlighted page 1 & 2 and dragged them into my invoice. The Page Splitter copied the 2 pages into a single document and attached it to my invoice. It also grayed out Page 1 & 2 in the Page Splitter window letting me know I had processed those pages from the original PDF.
The Page Splitter has other options such as assigning Attachment Security Types, changing the file naming convention, or having the ability to save your progress and pick up where you left off at a later time.
