About Purchase Automation
Use Purchase Automation to easily create expense invoices from uploaded documents or image files. You can also forward expense invoices or receipts in your email inbox to Accounting instead of uploading them.
Either way, Purchase Automation makes entering transactions quick and easy and reduces the risk of errors.
How it works
With Purchase Automation, after each document and image is uploaded, the accuracy of the feature will improve. However, it is important to ensure that documents or image files are checked for inaccuracies before uploading.
Upload or email a document or image file to Accounting.
We read the information from each uploaded file and convert them to draft transactions. This includes the vendor name, description, and amount.
Review and approve the draft transaction.
Before you start
To use Purchase Automation, you must have Full access or Restricted access to Purchases.
Find this in the User Settings.
Turn on Purchase Automation
From Settings, choose Apps and connections.
Choose Purchase Automation, then select Enable Purchase Automation and Save.
It can take up to 60 seconds for the Purchase Automation service to be enabled. Once completed, start uploading your expense documents.