Complete this checklist before processing real AP or AR invoices in production.
| Task | Notes |
|---|
| Account created | Via tapr.ch — Sign up |
| Legal Entity created | Name, address, tax ID, currency |
| Users & roles | System Manager, Purchase/Sales/Accounts managers |
| Legal Entity permissions | User Permissions where needed |
| Task | Notes |
|---|
| Company documents ready | Registration extract, VAT proof, director authorization letter |
| PEPPOL registration submitted | Per legal entity — PEPPOL Registration |
| Registration Approved | Required before live send/receive |
| Participant ID shared with trading partners | For inbound |
| Storage mode understood | Default / S3 / API — Storage |
| Task | Notes |
|---|
| BYOK provider selected | Claude, Gemini, or OpenAI |
| API key tested | Upload a sample PDF |
| Fallback configured (optional) | Resilience |
Required for AP PDF channels and AR Upload / AR Email.
| Task | Notes |
|---|
| Intake channel(s) enabled | PEPPOL, SharePoint, Azure, upload |
| Approval rules / auto-approve | Default approver set |
| ERP connection for posting | Test post one invoice |
| First AP walkthrough done | First AP Invoice |
| Task | Notes |
|---|
| Create path chosen | Manual / upload / email / ERP / API |
| AR Email enabled if used | AR Email |
| AR ERP fetch enabled if used | Per legal entity |
| Tax / charge mappings | Avoid send blocks |
| First AR send succeeded | First AR Invoice |
| MLR monitoring understood | MLR & BLR |
| Task | Notes |
|---|
| Plan supports expected volume | Message / API quotas |
| Logging level set | Ops troubleshooting |
| Support / escalation contacts | Internal runbook |
- Freeze configuration changes.
- Process a small pilot set of real documents.
- Confirm ERP posts (AP) and PEPPOL delivery / MLR (AR).
- Train clerks on In Docs and Out Docs.
- Open remaining channels.