Capture templates instruct your accounting system on how to extract information from documents and what to do with it once extracted. Want to have all invoices for a vendor driven to specific general ledger accounts? Should all invoice GL lines c...

Adding Template Pages: To add template pages complete the following steps: Access the Digital Invoice Templates page by clicking Settings > Accounts Payable > Digital Invoice Templates from the menu bar. Highlight the Master...

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 t...

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...

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 Templat...