How to set defaults

To set defaults in ProScan+, firstly go to the Settings tab.

Then, inside the General tab, there are settings available to set up defaults for your scans.

The next option is to change the Decimal Precision in ProScan+ before rounding will occur.

The Default Invoice Type option will decide whether an invoice you scan in will automatically be considered a Direct Cost or a Progress Claim.

The Default Status Direct Cost option will select the default approval status when the invoice is scanned into ProScan+ and the invoice is set to be a direct cost. The options here are Draft, Pending, Revise and Resubmit, Approved.

The Default Status Progress Claim option will set the default approval status when the invoice is scanned into ProScan+ and the invoice is set to be a progress claim. The options here are Draft, Under Review, Revise and Resubmit, Approved:

The Default Cost Code option is only for Direct Cost invoices, and it will set the default cost code for all line items on the scan when brought into ProScan+.

The Default Cost Type option is only for Direct Cost invoices, and it will set the default cost type for all line items on the scan when brought into ProScan+.

The Default Tax Code option is only for Direct Cost invoices, and it will set the default tax code for all line items on the scan when brought into ProScan+.