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  • Automate Documentation
  • Automate Features
  • Automate Configuration
    • Setting Up SquareWorks Automate
    • Advanced Vendor Onboarding
    • Advanced Document Management
    • Accrual Automation
    • Invoice AI
      • Enabling Invoice AI
      • Advanced Invoice AI Settings
      • Configuring Tax and Freight Capture
      • Configuring Vendor Override Settings
      • Accessing Invoice AI Directions
      • Creating and Scoping New Directions
      • Whole-Invoice Directions: Translation & Page-Range Control
      • Custom Field Extraction with Directions
      • Accessing Invoice AI Rules
      • Creating a New Invoice AI Rule
    • Approval Automation
    • Real-Time 3-Way Match
    • Advanced Check Printing
    • Payment Automation
    • Vendor Request
    • Journal Reversal
    • Impact of Subscription Cancellation
    • Configure Inbound Invoice Routing
  • Automate FAQs
  • Automate Support
  • Upgrade Process
  • Release Notes
  • ⚠️Automate Platform Alerts
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  1. Automate Configuration

Invoice AI

Enabling Invoice AIchevron-rightAdvanced Invoice AI Settingschevron-rightConfiguring Tax and Freight Capturechevron-rightConfiguring Vendor Override Settingschevron-rightAccessing Invoice AI Directionschevron-rightCreating and Scoping New Directionschevron-rightWhole-Invoice Directions: Translation & Page-Range Controlchevron-rightCustom Field Extraction with Directionschevron-rightAccessing Invoice AI Ruleschevron-rightCreating a New Invoice AI Rulechevron-right
PreviousUnderstanding Accrual Typeschevron-leftNextEnabling Invoice AIchevron-right

Last updated 10 months ago

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