Get every document from paper to AutoCount, correctly.

ScanLink 1.0.13 at a glance

Your phone now does much more, Sales Invoices get credit control, and everything released since 1.0.11 is included.

Home, Review and Lookup on your phone

Open the Cygenix Scan page on a phone paired to a PC running ScanLink 1.0.13 or later. Phones paired to an older version keep the original four tabs.

1. 1
   HomeThis month's scanned, posted and waiting counts, estimated hours saved, and what needs your attention (waiting, possible duplicates, unreadable).
2. 2
   SearchType a supplier, customer or invoice number in Review. It searches all your history, not only the newest documents.
3. 3
   View original documentOpens the uploaded photo or PDF so you can compare it with what the AI read.
4. 4
   Save & Approve for ImportSaves your corrections and marks the document ready for the PC to import.
5. 5
   Approve for importOn the list: approves a document exactly as read. Only allowed when the supplier or customer, every item and the total already match AutoCount; otherwise the full review opens so you can fix it first.
6. 6
   Take Photo with several pagesTap + Add another page for each extra page; Upload sends them as one document.
7. 7
   LookupSearch customers, suppliers or items by code or name.

Notifications and the iPhone Home Screen

Get told when documents are ready for review, without keeping the page open.

1. 1
   Turn them onOn Home tap Turn on notifications and allow them.
2. 2
   Wait for a documentWithin about a minute of a document becoming ready for review the phone shows “1 document is ready for review”.
3. 3
   Tap the notificationIt opens Cygenix Scan. Turn notifications off with the same button on Home.

PC · Pair Phone

Credit limit, overdue limit and customer block warnings

When you review a Sales Invoice, ScanLink checks the customer's AutoCount record and warns you in the status line. Warnings never block the import — you decide.

Cygenix ScanLink · Sales Invoice Review

This invoice would take the customer over their AutoCount credit limit.

Batch upload, Import Approved Now and Split PDF

Handle a pile of documents in a few clicks.

Cygenix ScanLink · Documents workspace

The workspace now has Split PDF… and Import Approved Now.

1. 1
   Batch uploadSelect PDF / Image accepts many files. Upload & Process sends them one after another and gives one summary. Files that fail stay selected so you can retry without re-sending the good ones.
2. 2
   Import Approved NowShows what will be imported, then posts every approved document. Anything that fails a check is skipped and left for you.
3. 3
   Split PDFSelect a scanned batch PDF and click Split PDF…. Blank sheets are skipped; tick where each new document starts, or use “every N pages”. Then upload the pieces.

Cygenix · Split PDF

Blank separator sheets are skipped; each tick starts a new document.

Several companies and the scan folder

Look after many clients from one PC, each with its own scan folder.

Cygenix ScanLink · Login

Saved Companies and Connect & Open.

1. 1
   Remember each companyAfter connecting click Remember Info; the company is added to Saved Companies.
2. 2
   Switch quicklyPick a company and click Connect & Open. ScanLink connects, checks the licence and opens its workspace.
3. 3
   Scan Folder WatchIn Settings choose a folder and document type for each company. New scans are uploaded automatically and moved to Processed (or Errors).
4. 4
   Automatic importOptionally tick Automatically import phone-approved documents to AutoCount. Only documents that pass every check are imported.

Cygenix · Settings

Licence information, modules, Scan Folder Watch and automatic import.

Usage & Time Saved and Transfer

See what ScanLink is saving you, and create the next document from an existing one.

Cygenix · Usage & Time Saved

Documents scanned, posted, waiting, and estimated hours saved (sample figures).

1. 1
   Usage & Time SavedOpen Reports → Usage & Time Saved. Hours saved = documents posted × (minutes by hand − minutes to review); both minute values are adjustable.
2. 2
   TransferClick Transfer to create a Sales Invoice from a Delivery Order, or a Purchase Invoice from a Goods Received Note.

Cygenix · Transfer

The Transfer screen.

Upgrading to ScanLink 1.0.13

Upgrading keeps your saved logins and settings.

1. 1
   InstallRun CygenixInstallLauncher.exe from the new installer folder (not the .msi) and click Yes to remove the old version first.
2. 2
   Open the workspace onceConnect and open the Documents workspace. This tells the server the PC is on 1.0.13, which switches on the new phone features.
3. 3
   Reload the phoneReload the Cygenix Scan page on each paired phone. If it says the pairing is out of date, tap Unpair and re-pair.
4. 4
   OptionalTurn on notifications from Home. On iPhone add the page to the Home Screen first.

Daily workflow at a glance

Cygenix ScanLink reads a PDF or image document, lets you review what it extracted, and then creates or updates the matching document in AutoCount.

1. 1
   Confirm connectionCheck that the correct AutoCount company is connected and the licence is active.
2. 2
   Choose document typeSelect the AutoCount destination that matches the source document.
3. 3
   Select the fileChoose the complete PDF or image that you want ScanLink to read.
4. 4
   Upload and processWait until OCR processing finishes and the review screen opens.
5. 5
   Review and mapCheck party, dates, references, totals, items, UOM, tax codes and AutoCount mappings.
6. 6
   Create or updateCreate a new AutoCount document, or update the linked document only when intended.

Confirm AutoCount requirements

These checks are required before ScanLink can create or update documents in AutoCount. They are operating requirements, not installation instructions.

AutoCount · Module Setting

In AutoCount Module Setting, confirm that API is included and enabled.

1. 1
   Check the AutoCount versionCygenix ScanLink supports AutoCount version 2.2 REV43 and above — earlier revisions are not supported.
2. 2
   Confirm the API moduleIt must exist in AutoCount Module Setting and be enabled.
3. 3
   Check your AutoCount user permissionsUse a user with permission to create or update the required document types.
4. 4
   If API is missingContact your AutoCount dealer before using ScanLink.

Confirm the AutoCount connection

Before processing documents, make sure ScanLink is connected to the correct SQL database and AutoCount company.

Cygenix ScanLink · Connection Settings

A successful connection dialog shows the company, SQL server, database and AutoCount user. Technical identifiers are hidden in this guide.

1. 1
   Check the company and databaseConfirm they are the ones you intend to use.
2. 2
   Look at Connection StatusIt should show Connected.
3. 3
   Test if unsureUse Test AutoCount Connection and wait for the success message.
4. 4
   Stop if it's wrongDo not process documents when the wrong company database is shown.

Check that the licence is active

Select Check Licence whenever the status requires verification or when you need to confirm plan details.

Cygenix ScanLink · Licence Status

The licence dialog shows status, licence type, compatible AutoCount version, enabled-module count and monthly document limit.

1. 1
   Licence StatusMust show Active before normal processing.
2. 2
   AutoCount versionConfirm the installed version is compatible with the licence information shown.
3. 3
   Monthly Document LimitThe maximum allowance assigned to the plan.
4. 4
   Modules EnabledIndicates how many document modules can be used.

Understand the main screen

The workspace is where you select documents, start OCR processing and open recent results.

Cygenix ScanLink · Workspace

Main ScanLink workspace showing Ready status, new-document controls and the Recent Documents list.

Select the correct type and process

Choose the destination document type before selecting the source file. A wrong type can create the wrong AutoCount transaction. The Document Type list displays the modules enabled for your licence.

Cygenix ScanLink · New Document

1. 1
   Choose Document TypeSelect the exact destination, such as Purchase Invoice, Sales Invoice, Delivery Order, Receipt or Payment.
2. 2
   Select PDF / ImageChoose one complete business document. Keep unrelated invoices in separate files.
3. 3
   Select Upload & ProcessWait for processing to finish. Do not close ScanLink or disconnect from the internet.
4. 4
   Open the review resultThe processed item appears in Recent Documents. Open a result marked READY_FOR_REVIEW to check it.

Pair an authorised phone

The phone feature lets an authorised user photograph a document, or type a document request, and send it into the ScanLink queue.

Cygenix ScanLink · Pair Phone

Select Pair Phone on the desktop connector. The QR code is temporary and is intentionally hidden in this guide.

1. 1
   Select Pair PhoneOn the desktop workspace, select Pair Phone to generate a temporary QR code.
2. 2
   Scan with the phone cameraOpen the phone camera and scan the code. Do not send the QR image to another person.
3. 3
   Confirm the account bookOn the phone page, check that the displayed company/account book is correct.
4. 4
   Regenerate if expiredThe code expires after the time shown. Use Generate New Code when a fresh pairing code is required.

Send a document photo to ScanLink

Use Take Photo when the source is a paper document, or an image already stored on the authorised phone.

Phone · Take Photo screen

1. 1
   Select Take PhotoOpen the Take Photo tab and choose the correct document type.
2. 2
   Take or choose photoCapture a sharp, complete image or choose an existing one.
3. 3
   Select UploadThe document is sent into the connector queue.
4. 4
   Continue on desktopReview the queued item before importing to AutoCount.

Create a draft from written instructions

Use Type Message when no source document is available and the authorised user wants to create a draft using clear written instructions.

Phone · Type Message screen

1. 1
   Choose document typeSelect the intended AutoCount document.
2. 2
   Describe the documentInclude party, items, quantity, price, currency and references.
3. 3
   Create DraftThe draft is added to the connector queue.

Monitor the queue from the phone

The Review tab displays items waiting for review and documents recently posted to AutoCount.

Phone · Review screen

1. 1
   READY_FOR_REVIEWThe item must still be checked in the desktop connector.
2. 2
   Recently postedShows completed items and their AutoCount document numbers.
3. 3
   Refresh ListRefresh to obtain the latest queue status.

Review licence usage and enabled modules

Settings shows the current licence period, document balance, connected account book and available document modules.

Cygenix ScanLink · Settings

Settings screen. Registration and installation identifiers are hidden for security.

1. 1
   Documents Used / RemainingHelp you monitor the monthly allowance.
2. 2
   Licensed ModulesLists the document types currently available.
3. 3
   Connected AutoCount Account BookConfirms which company and database are registered.
4. 4
   Auto-import phone-approved documentsControls whether approved phone items can bypass the normal desktop import step.

Match OCR fields to AutoCount fields

Column Mapping controls where each extracted OCR value is placed in AutoCount. Review it carefully, especially after changing document type or database.

Cygenix ScanLink · Column Mapping

Purchase Invoice mapping example: Cygenix field, level, OCR field and destination AutoCount field.

1. 1
   Confirm document type and databaseThe top of the screen should show the intended document type and AutoCount database.
2. 2
   Review Master and Detail fieldsMaster fields apply to the document header; Detail fields apply to item rows.
3. 3
   Use Auto Suggest carefullyAuto Suggest can propose mappings, but each proposed AutoCount field must still be checked.
4. 4
   Save MappingSave only when the selected AutoCount fields are correct — incorrect mapping can place values in the wrong column.

Check the OCR result before posting

The review screen combines the extracted header, mapped items and the Cygenix AI Assistant. You must approve the final values.

Cygenix ScanLink · Purchase Invoice Review

Purchase Invoice Review example showing Party & Reference, Terms, Amounts, item mapping and AI Assistant.

Update an existing AutoCount document safely

When the review is already linked to an AutoCount document, Update AutoCount modifies that existing transaction instead of creating a new one.

Cygenix ScanLink · Confirm Update

Confirmation dialog displayed before updating an existing AutoCount Purchase Invoice.

1. 1
   Confirm the document numberMatch the linked AutoCount document number to the transaction you opened.
2. 2
   Review every changed fieldHeader, amount and item fields, all of them.
3. 3
   Check for conflictsMake sure no other user is editing the same transaction.
4. 4
   Wrong document?If you intended to create a new document, select No and return to the workspace.
5. 5
   Verify after updatingOpen the transaction in AutoCount and check the final result.

Supported document types

The exact modules available to you depend on the licence assigned to the connected company. Your screen may show fewer enabled items than this list.

Check these fields every time

These checks prevent most account-selection, duplicate, tax, quantity and pricing mistakes — confirm all of them before creating or updating an AutoCount document.

Quick checks and safe support information

Most issues can be narrowed down before you contact your dealer — start with the checks below.