For Implementors

Stand up and configure Tapr for an organization. Most of this is one-time admin: legal entity, PEPPOL, AI extraction, intake channels and approval rules. Work top to bottom and finish at the Go-Live Checklist.

In this track

• Sign Up — Create your Tapr account and workspace.
• Set Up Your Subdomain — Claim your organization’s Tapr subdomain.
• Setup Basics — The core settings every new site needs first.
• First Invoice Walkthrough — End-to-end: receive, extract, review, approve, post your first invoice.
• Go-Live Checklist — The north-star checklist to confirm you’re production-ready.
• Legal Entity Setup — Register the legal entity that sends and receives invoices.
• PEPPOL Registration — Register on the PEPPOL network to exchange e-invoices.
• PEPPOL API — Connect the PEPPOL access-point API credentials.
• Site Mode Configuration — Switch between demo, test and production site modes.
• Subscription & Plan — Choose and activate the plan for your workspace.
• AI Provider Comparison — Compare Claude, Gemini, OpenAI and Ollama for document extraction.
• Claude (Anthropic) Setup — Configure Claude as your extraction provider.
• Google Gemini Setup — Configure Google Gemini as your extraction provider.
• OpenAI Setup — Configure OpenAI as your extraction provider.
• Ollama Local Setup — Run extraction locally with Ollama for data residency.
• Fallback Provider Setup — Add a backup provider for resilience when the primary fails.
• AI Assistant Settings — Tune extraction behavior and the in-app AI assistant.
• Intake Channels Overview — All the ways invoices enter Tapr, and when to use each.
• PEPPOL Receiving — Receive structured invoices over the PEPPOL network.
• Email Channel (IMAP) — Pull invoices from a mailbox over IMAP.
• SharePoint Integration — Ingest invoices dropped into a SharePoint library.
• Azure Blob Storage — Ingest invoices from an Azure Blob container.
• Manual Upload — Upload PDFs and images directly in the app.
• E-Invoice Formats — Supported structured formats: UBL, CII, Factur-X and more.
• AR Email Configuration — Configure outbound email for accounts-receivable delivery.
• AP Settings — Accounts-payable defaults for incoming invoices.
• Payment Configuration — Set up payment terms and payment method defaults.
• Approval Configuration — Define how invoices route for approval.
• Amount-Based Rules — Route by invoice amount thresholds.
• Vendor & PO Rules — Route by vendor or purchase-order attributes.
• Escalation Configuration — Escalate approvals that stall or breach SLAs.
• Auto-Approval Thresholds — Auto-approve low-risk invoices under a threshold.
• Duplicate Invoice Handling — Detect and block duplicate submissions.
• PO Matching Configuration — Configure two- and three-way purchase-order matching.
• Users & Permissions — Add users and assign roles and permissions.
• Storage Configuration — Choose where invoice documents are stored.
• Logging Configuration — Configure audit and diagnostic logging.