Purchase Invoice Automation (PIA)

​February Release

This guide covers these new features released on the 18th February.

Caroline Buckland
Updated by Caroline Buckland

March Release

This article details the new features and fixes released in March.

Caroline Buckland
Updated by Caroline Buckland

January 2026

We're excited to share with you the latest updates to our product. The attached document provides a comprehensive summary of the key changes, new features, and fixes included in this 9.5.2 release.

Caroline Buckland
Updated by Caroline Buckland

Deleting Supplier training data

Learn how to delete specific supplier training data in Smart Capture

Caroline Buckland
Updated by Caroline Buckland

Resetting password - Smart Workflow

Resetting Your Password in Smart Workflow.

Caroline Buckland
Updated by Caroline Buckland

Purchase Invoice Automation (PIA)

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.

Caroline Buckland
Updated by Caroline Buckland

Adding a New User - Smart Workflow

Adding a New User - Smart Workflow.

Caroline Buckland
Updated by Caroline Buckland

Password Reset in Smart-Capture

Password Reset in Smart-Capture.

Caroline Buckland
Updated by Caroline Buckland

How to Create a New User in Smart-Capture

This article will provide you with a clear step-by-step guide on how to create a new user in Smart-Capture within our PIA.

Caroline Buckland
Updated by Caroline Buckland

Reprocessing Failed OCR Supplier Invoices

This Article aims to explain how to reprocess documents that have been recognised as Failed OCR Supplier Invoice, covering scenarios where the document is held in Smart Capture or Smart Workflow.

Caroline Buckland
Updated by Caroline Buckland

Smart Capture Email Configuration Overview

Smart Capture can automatically monitor email inboxes and create batches from incoming invoices and documents.

Caroline Buckland
Updated by Caroline Buckland

Configuring Smart Capture to use Gmail in the Web UI

If Gmail is being used as the email provider, you will be required to configure the Smart Capture Email Input service.

Caroline Buckland
Updated by Caroline Buckland

MAP Configuration Non-Microsoft and Non-Google Accounts

This article provides guidance for configuring Non-MS Office 365/MS Outlook/EWS/Gmail accounts using the Web email Configuration page in Smart Capture. IMAP is the only option for this setup.

Caroline Buckland
Updated by Caroline Buckland

Configuring Smart Capture to use Microsoft 365 (Graph API) in the Web UI

If Microsoft 365 is being used as the email provider, you will be required to configure the Smart Capture Email Input service.

Caroline Buckland
Updated by Caroline Buckland

Contact