What Are We Trying to Accomplish?
Changes Coming Soon - Keep Reading for a Sneak Peak
Admins for Invoice Automation Admins will configure various Company Settings that will impact how SourceDay Invoice Automation works for all your company's users. These settings help make your instance of the Invoice Automation application specialized to your processes and ERP. All of these settings can help your day to day run smoother. We strongly recommend setting up each of these items.
What Can I Do?
Advanced Settings - Configure how Invoices display on the IA Dashboard and more.
- Show Me How - Review Advanced Settings
Matching Rules -Configure threshold rules for accountant that will allow for variance in the 3 way matching
Auto-Vouchering - Allows invoices that are matched to be sent directly to the ERP as vouchered
- Show Me How - Enable or Disable Auto-Vouchering for Invoices
Advanced Invoice Automation Settings - Allows the application to calculate until cost when it is not included in the invoice
- Show Me How - Setting Unit Cost When Not Included on the Invoice
Tax Except Codes - Coming Soon
GL Segments - Define the structure of your General Ledger Accounts. This will need to be set up before you can enter the account codes.
- Show Me How - Set up GL Segments
GL Accounts - Once you've configured your GL account structure under GL Segments you are ready to enter the account codes.
- Show Me How - Set up GL Accounts
Invoice Summary GL Accounts - Using our Custom GL Codes? Integration will set this up.
- Show Me How - Configure Invoice Payment Terms
- Show Me How - Create Approval Groups