Rolecenter

TRASER ECM Connect 365 has its own role center, which is used as the default role center as soon as the TRASER ECM Connect 365 user role is selected.
Every page of the TRASER ECM Connect 365 app can be opened using a function via the role center.

The functions are sorted as follows:

• Setups
  • General Setup
    • Setup
    • Company Setup
    • Posting Mapping Setup
    • Validation Setup
    • Dimensions
  • Export Setup
    • Link Setup
    • Report Export Setup
    • Filebox Categories setup
    • Automatic Archiving Setup
• Export
  • Report Export Entries
  • Filebox Export Entries
  • Report Export Error Log
  • Filebox Export Error Log
• Import
  • Document Import Entries
  • Document Import Error Log

Various tiles allow you to call up filtered views and provide an overview of the number of entries in these views.

• TRASER ECM Connect 365 Report Export

  • Report Exports waiting for Export
  • Report Exports waiting for Import
  • Report Export Errors

• TRASER ECM Connect 365 Filebox Export

  • Filebox Exports waiting for Export
  • Filebox Exports waiting for Import
  • Filebox Export Errors

• TRASER ECM Connect 365 Document Import

  • Document Imports waiting for Transfer
  • Document Import Errors Import
  • Document Import Errors Transfer
  • Open Purchase Invoices
  • Open Purchase Cr. Memos

In the TRASER ECM Connect 365 Job Queues area, the job queues of the TRASER ECM Connect 365 app can be viewed.