Capture Templates

Articles

Capture Templates
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 Manual Template Pages
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 Tem...
Adding A.I. Template Pages
Adding A.I. Template Pages: To add A.I. 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 Tem...
A.I. Settings
Digital Invoice Capture template A.I. settings are used to enable the system and establish default instructions applied to invoices not separately identified by templates. Enable A.I. machine learning – activates the use of A.I. machine lea...