A.I. Settings

Settings > Accounts Payable > Digital Invoice Templates 

Digital Invoice Capture template A.I. settings enable the system to establish default instructions for invoices not separately identified by templates.

• Enable A.I. machine learning – activates A.I. machine learning for invoice data capture.

  • Enable Vendor ID inference. When activated, the system will attempt to match the vendor name in the invoice image to the master vendor list. The vendor ID is assigned to the captured invoice if a match is found.

  • Data to Capture – all checked items will be captured for invoices not separately identified by templates

    • Invoice Number

    • Invoice Date

    • Due Date

    • Purchase Order (if Purchasing system is activated)

    • Amount(s)

      • Total Only – only the overall total invoice amount is extracted

      • All – all listed invoice amounts are extracted

        • Default GL Account – the default GL account applied to all captured amounts

    • Comments