Usage Guide

1. Connection Setup

Recommended sequence for stable onboarding

  1. Connect Poster via OAuth in onboarding step 1.
  2. Enter Telema environment, client ID and secret, then click Test and Save.
  3. Select default Poster warehouse and behavior settings.
  4. Save VAT mappings for all rates present in your invoices.

2. Daily Operation

How to process invoices safely

  1. Open Reconciliation or Documents and review new invoices.
  2. For unmapped lines: map existing ingredient, create ingredient, or ignore line.
  3. Use Recheck to recompute validation status after mapping changes.
  4. Post to Poster only when document status is READY_TO_POST.

3. Troubleshooting

Quick diagnostics when posting fails

  1. Settings -> Test Poster and Test Telema connections.
  2. Ensure VAT mappings exist for every VAT rate in the document.
  3. Ensure every non-ignored line has a Poster ingredient mapping.
  4. If still failing, check exact error in document Checks panel and retry Recheck.

4. Platform Admin CRM

For super-admin operations only

  1. Use Overview to select tenant and open client workspace.
  2. Use Billing to manage plans/subscriptions/payments.
  3. Use Integration Keys for encrypted platform credentials.