Digital Capture Setup

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Template Page Category
Categorizing Template Pages: Categorizing template pages gives you the ability to label all the pages that are related to a specific function. This allows you to limit the number of template pages you see on the screen. To categorize te...
Digital Capture Template Wizard
Using the Digital Capture Template Wizard: Access the wizard by clicking Settings > Accounts Payable > Digital Invoice Templates Highlight the Master Template Click “Edit” The “Edit Digital Invoice Capture Template” page will display ...
Supplemental Information Templates
Creating a template page for supplemental invoice information: Vendors can sometimes include additional pages with their invoices containing needed invoice detail and/or supporting documentation. The following steps will describe how to create...

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