How do I see the Charted Portlet on my home dashboard?
How do I get notified if someone sends in a non-supported attachment to the capture address?
Why is the Due Date not populating correctly?
Invoice AI for the full configuration guide.
Enabling Invoice AI if the feature is not active yet.
Advanced Invoice AI Settings for OCR defaults, email exception notifications, PO settings, and line consolidation.
Configuring Vendor Override Settings for vendor-specific behavior.
Accessing Invoice AI Directions and Creating and Scoping New Directions for non-standard invoice layouts.
Accessing Invoice AI Rules for conditional routing and field assignment logic.
Configure Inbound Invoice Routing if vendors send invoices from NetSuite.
Last updated 4 days ago
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