Invoice processing cases

Integrate Accounts Payable Operations integration with Document Intelligence to auto-create invoice cases and verify data accuracy.

By default, when an inbound email is received in Accounts Payable Operations integration with Document Intelligence, the invoice processing flow is triggered and an invoice case with a category of Invoice automation and sub-category of Invoice processing is created. For more information, see Install Accounts Payable Operations integration with Document Intelligence.

Frequently asked questions.

How do I activate orphan invoice processing?

Activate the Start Invoice Processing for Orphan Invoice flow in Flow Designer. This flow automatically picks up all PO and Non-PO invoice records in Draft status that don’t have an associated invoice processing case and starts their processing. You only need this manual activation step if the flow was not already activated during installation.

• Work on an invoice processing case
  Perform manual actions to review, update, and resolve invoice processing issues during the invoice lifecycle.

• Invoice ingestion process when Document Intelligence is unavailable
  When Document Intelligence is unavailable, Accounts Payable Operations requires manual invoice creation for cases.

Parent Topic:Using Accounts Payable Invoice Processing

Related topics

{Invoice ingestion using the AP Invoice API}[]

{Rules based engine}[]

{Invoice processing}[]

{Invoice exceptions}[]

{Tolerance rules and variances for invoices}[]

{Invoice approvals}[]

{View invoice documents in the Source-to-Pay Workspace}[]