First AP Invoice Walkthrough
Overview
Section titled “Overview”This walkthrough processes your first inbound purchase invoice (AP / In Docs). For outbound sales invoices, use First AR Invoice Walkthrough.
Prerequisites
Section titled “Prerequisites”- Legal Entity configured
- AI provider key if the sample is a plain PDF
- Optional: ERP connection if you will post
Step 1: Upload an invoice
Section titled “Step 1: Upload an invoice”- Open Invoice Manager → In Docs.
- Click Upload Invoice (or use New Invoice only if you must type a draft).
- Select a PDF, image, or XML e-invoice.
- Wait for extraction to finish.
Step 2: Review extraction
Section titled “Step 2: Review extraction”Open the purchase invoice. Check vendor, invoice number, dates, amounts, and lines. Correct low-confidence fields.
Step 3: Submit for approval
Section titled “Step 3: Submit for approval”Advance workflow until Pending Approval or Approved, depending on rules.
Step 4: Post to ERP
Section titled “Step 4: Post to ERP”When Approved, use Post to ERP (or your site’s post action). Confirm the document reaches Posted to ERP.