Release Notes 2025
Frequently Asked Questions!
How do I stop over receipting of orders
Why has my transaction not appeared on the payment run?
How do I stop a user posting to a prior and future period
Prevent user posting to specific balance classes
Download Templates
Out of office
How do I give a user read only access?
De-allocate and an AP Payment
Hints and Tips!
Useful information to include when raising Financials cases
Navigation Hints and Tips
Browse Timeouts
Accounts Payable Quick Cards
Accounts Payable Supplier File
Accounts Payable Data Entry
Enter a logged Invoice
Log Invoice/Credit Note
Non Purchase Order Related Invoice Entry
Order Related Invoice
Order Related Invoice with Mismatches
Order Related Invoices - mismatch scenarios
Mismatch Types
Accounts Payable Enquiries
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General Ledger Quick Cards
General Ledger Enquiries
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GL Enquiries - Balance Sheet & Profit and Loss
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Chart of Accounts Setup
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Fixed Assets Quick Cards
Prompt File - Asset Creation Updated
Fixed Assets Period End & Depreciation Updated
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Relife
Purchasing Management Quick Cards
Import Tool Kit
Reconciliation Processes - Helpful how-to guides
Daily Checks
General Ledger Reconciliation Reporting
Accounts Payable Reconciliation Reporting
Accounts Receivable Reconciliation Reporting
Fixed Assets Reconciliation Reporting
Purchasing Management Reconciliation Reporting
Procurement Portal
Purchase Invoice Automation (PIA)
Suggested Testing Areas
Release Notes 2024
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024 Release
May 2024 Functional Changes
Financials Overview
User Interface Overview
User Preference Improvements
Alerts & Field Error Focus
The all new Data Grid!
Input Fields & Dynamic Validation
Screen Structure
Miscellaneous New Features
Generic Actions
Chart Functionality
Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Collaborative Planning
- All categories
- Purchase Invoice Automation (PIA)
- Purchase Invoice Automation (PIA)
Purchase Invoice Automation (PIA)
Updated
by Caroline Buckland
Overview
This module is designed to streamline and simplify the often complex and time-consuming task of managing purchase invoices. By automating key processes and providing intuitive tools, it enables you to save valuable time and resources. With this module, you'll gain greater control over your invoice processing times while ensuring accuracy and compliance.
How does it work?
Digitally capture invoices Purchase Invoice Automation uses smart capture intelligent OCR technology combined with machine learning algorithms to extract data directly from the data layer or image file, providing optimal accuracy. With Purchase Invoice Automation, AI technology accurately identifies most data from the very first invoice and continuously learns to enhance processing with each subsequent invoice. Validation Once the data is extracted, Purchase Invoice Automation validates the invoice data including identifying duplicate invoices and if the supplier exists in your system. Any invoice that does not the validation rules will be sent to review which can be actioned via the Purchase Invoice Automation portal before submission to Financials
Select the link below to view the training guide.