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.
• Setup Basics — The core settings every new site needs first.
• First AP Invoice Walkthrough — End-to-end inbound: receive, extract, review, approve, and post your first purchase invoice.
• First AR Invoice Walkthrough — End-to-end outbound: create a sales invoice in Out Docs and send it via PEPPOL.
• Go-Live Checklist — The north-star checklist to confirm you’re production-ready for AP and AR.
• Legal Entity Setup — Register the legal entity that sends and receives invoices, and configure per-entity ERP, approval, and defaults in Tapr Settings.
• PEPPOL Overview — How PEPPOL works in Tapr: send, receive, validation, MLR, and storage modes.
• PEPPOL Registration — Register on the PEPPOL network to exchange e-invoices.
• PEPPOL API — Programmatic send, receive, lookup, status, and webhooks.
• MLR & Invoice Response (BLR) — Delivery acknowledgements for sent invoices, and Invoice Response on received AP invoices.
• PEPPOL Rejected Messages — Audit invalid inbound PEPPOL messages that never became invoices.
• Subscription & Plan — Choose and activate the plan for your workspace; understand quotas.
• AI Provider Comparison — Compare Claude, Gemini and OpenAI for document extraction (BYOK).
• 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 — Local extraction note — not currently exposed in Tapr Settings.
• 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 (AP and AR), and when to use each.
• PEPPOL Receiving — Receive structured invoices over the PEPPOL network.
• SharePoint Integration — Ingest invoices dropped into a SharePoint library.
• Azure Blob Storage — Ingest invoices from an Azure Blob container.
• SFTP Exchange — Push approved Purchase Invoices to an SFTP server and pick up Sales Invoice files placed there.
• Manual Upload — Upload PDFs and images directly in the app.
• E-Invoice Formats — Supported structured formats: UBL, CII, Factur-X and more.
• Tapr Settings Overview — Site-wide configuration on the Frappe desk: tabs for General, AP/AR, AI, rules, storage, and more.
• AR Email Configuration — Configure the AR inbox so sales-invoice PDFs emailed to Tapr appear in Out Docs.
• AP Settings — Accounts-payable intake channels: email, Azure Blob, and SharePoint.
• Tax, UOM & Charge Mappings — Map tax codes, units of measure, and PEPPOL charge types for ERP and validation.
• 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 reference 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.
• Users & Permissions — Add users and assign roles and permissions.
• Storage Configuration — Choose where invoice documents are stored.
• Logging Configuration — Configure audit and diagnostic logging.