Articles
A/P Automation: Chapter 1 - Introduction to A/P Automation (6 mins)
Automation Introduction This video provides an introduction and overview of the Automation Digital Invoice Capture module. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...
A/P Automation: Chapter 2 - Email Inbox (6 mins)
Email Inbox This video goes through working with the email inbox and managing the inflow and processing of invoice attachments into the email inbox. Video Tutorial Click the play button below for a video tutorial. Your browser does no...
A/P Automation: Chapter 3 - Working with Invoices (9 mins)
Working with Invoices This video explores working with invoices once they've been read into the system, arranging pages, inputting missing information, and finalizing invoices. Video Tutorial Click the play button below for a video tutorial...
A/P Automation: Chapter 4 - A/P Automation Template Page Creation (11 mins)
Automation Template Page Creation Watch the video below to improve the invoice entry data. Template page creation allows for refined reading of invoices for certain vendors, so that less manual input is required for those vendors. Video Tutori...
A/P Automation: Chapter 5 - Template Pages Continued (11 mins)
Automation Template Page Creation Continuation Continuing the template page creation, this video covers how GL coding can be programmed into the template pages to allow for automatic coding of the processed invoices. Video Tutorial Click th...
A/P Automation: Chapter 6 - System Settings & Options (10 mins)
Automation System Settings & Options In this final video on automation, key options and settings to be aware of to optimize system performance. Video Tutorial Click the play button below for a video tutorial. Your browser does not sup...