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 is applied to all captured amounts

    • Comments

    • Baseline Additional A.I. Instructions: This text field may be used to provide custom instructions for the system A.I. Special Instructions are used to accommodate data issues not addressable with existing system settings.