User Guide for Inexchange Invoice Printer (New Web)

  • User management

    1. Userguide for Inexchange Virtual printer (New web)

      1. About the virtual printer
      2. Transfer an invoice
      3. Dashboard
      4. User details
      5. Change between companies
    2. Activate Create invoice
      1. Create invoice

    3. Invoices

      1. Invoices to manage
        1. - Choose and change delivery method
        2. - Add attachment
        3. - Take action on invoices
      2. Sent invoices
      3. Recieved invoices

    4. Register

      1. Customers
      2. Suppliers

    5. Settings

      1. Subscriptions
      2. Generel - Company information
      3. Generel - Contact information
      4. Generel - Reports
      5. Generel - User management
      6. Accounts receivable - Invoice settings
      7. Accounts receivable - Print settings
      8. Accounts receivable - Service settings
      9. Accounts payable - Reference management

    Under Settings at the bottom left of the main menu, you can manage different features related to your account. By clicking on Manage under User Management, you can add users and manage which users should have access to Inexchange.

    To see the history of previous administration of users, you can click on the information button on the far right.

    If you want to add a new user, click on Add user, and fill in the email address, first name and last name. The e-mail address then becomes the user's login and it is this e-mail that is entered to log in to Inexchange. If you have more than two users already, the notice "You have reached the limit of (2) free users" will appear. 2 users are included in the service, if you wish to add more there is a cost of SEK 49/month per additional user. 

    You can also decide what type of authorization the user should have for the various products. If you want the user to become a Super user, click on Make super user, this means that the user gets access to manage and change all functionality regarding the product.

    • Reader - Access to see only information related to the service. For example, only see invoices but cannot manage them.
    • User - Access to use, but not change functionality regarding the service.
    • Admin - Access to manage and change functionality regarding the service

    By clicking the three small dots to the right of a user's row, a superuser or admin may have the option to change an existing user's products or roles, or remove the user entirely from Inexchange.

     

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  • Upgrade the invoice printer for Inexchange's new web solution

    It's time to switch to our new smooth web application!!

    Inexchange has developed a new web application with an associated invoice printer. The old web application and invoice printer will be discontinued. By transitioning to the new web application, you will be provided with a more efficient and user-friendly environment, including fewer manual steps and consolidated management of invoices and customer information.

    Please note that the service that previously allowed visibility in the network to receive PDF invoices (ePDF service) will be discontinued once you proceed with the upgrade and transition to the new web application. Instead, you will have the opportunity to purchase our new service: Supplier Invoice Basic, which will replace your current service. This means that you will be one step closer to a fully digitized invoice solution as this service entails receiving e-invoices directly via Peppol.

    This is how the upgrade works:

    The procedure consists of two steps:

    1. Upgrade the invoice printer
    2. Transition to the new web application for all users



    1. Upgrade the invoice printer



    To be able to use Inexchange's new website together with the new Invoice Printer, a new Invoice printer application needs to be installed on all computers or servers that have the old Invoice printer installed.

    To perform these actions you need administrator permissions on the computer or server, if you do not have these permissions you need to contact your IT department or system administrator.

    Uninstall

    1. First, the old invoice printer needs to be removed, which can be done by opening the computer's "Control Panel", which is usually accessible via the start menu.

    2. Then open the management of installed programs, which often goes by something like "Programs & Features", "Apps & Features", or "Add/Remove Programs".

    3. Locate "Inexchange Invoice Printer" in the list of programs and select "Uninstall".

    4. Follow the uninstallation wizard.

    Installation

    1. Download the new application for the Invoice printer. (The installation file is attached at the end of this document.)

    2. Begin the installation by double-clicking the downloaded file.

    3. Follow the installation guide that appears.

    Attention! If the installation is on a server, the user who prints the invoices must have write permission on the following directory:

    C:\ProgramData\Inexchange Factorum

    All users utilizing the server to print invoices must have an instance of the process xAgent.exe active. This is best addressed by copying or adding a shortcut to the process for each user's "Startup" directory.The process can be found in the following directory:
    C:\Program Files\Inexchange\Inexchange Fakturaskrivare\x64
    Or in:
    C:\Program Files\Inexchange/Printer



    2. Transition to the new web application for all users



    After you have installed the new invoice printer, you need to log in to web.Inexchange.se and complete the company's upgrade.

    To upgrade the company, you need to press the button "More information / Start Upgrade".



    I det nya fönstret behöver du bara klicka på "Gå vidare" om du redan gjort ovan steg. 


    In the new window, you only need to click "Continue" if you have already completed the above steps. The video will guide you through all the steps you need to install the new invoice printer.

    After pressing "Continue," you will be able to upgrade your company to our new web platform. The upgrade button may appear gray, and you might see the button labeled "Manage Invoices."
    This means that your company has pending invoices that have not been processed. If you click the button, you will be taken to the invoices to manage them. If the page appears empty but the button is still visible, you need to contact InExchange support, and we will assist you.

    Once you have handled all invoices, you need to go to "More Information / Start Upgrade," and after clicking "Continue," the "Upgrade" button will turn yellow, allowing you to complete the upgrade.