Before processing real invoices, complete this checklist to ensure TaprNext is properly configured.
| Task | Status | Notes |
|---|
| AI provider selected | ☐ | Claude, Gemini, OpenAI, or Ollama |
| API key configured | ☐ | Valid and tested |
| Test extraction successful | ☐ | Upload test invoice, verify results |
| Task | Status | Notes |
|---|
| Legal entity created | ☐ | Company name, address, tax ID |
| Default currency set | ☐ | EUR, USD, CHF, etc. |
| PEPPOL registration (if needed) | ☐ | For e-invoicing |
| Task | Status | Notes |
|---|
| ERP adapter selected | ☐ | ERPNext, D365, SAP, etc. |
| Connection credentials | ☐ | API keys, OAuth configured |
| Test connection successful | ☐ | Green checkmark in settings |
| Test invoice posted | ☐ | Verify appears in ERP |
| Task | Status | Notes |
|---|
| Admin users created | ☐ | Full system access |
| AP Clerks added | ☐ | Invoice processing role |
| AP Managers added | ☐ | Approval role |
| Email notifications configured | ☐ | For approvals and alerts |
| Task | Status | Notes |
|---|
| Approval rules defined | ☐ | Amount thresholds, routing |
| Default approver set | ☐ | Fallback for unmatched rules |
| Escalation configured | ☐ | Timeout and escalation path |
| Task | Status | Notes |
|---|
| Email (IMAP) configured | ☐ | Dedicated invoice mailbox |
| PEPPOL receiving active | ☐ | Registration verified |
| SharePoint/Azure configured | ☐ | If using cloud storage |
- Upload real invoice (non-critical)
- Verify AI extraction accuracy
- Complete approval workflow
- Verify invoice posted to ERP
- Check invoice appears correctly in ERP
- Go to Settings > General
- Click Switch to Production Mode
- Confirm by typing “PRODUCTION”
- Demo data is archived (not deleted)
- Share documentation with AP team
- Walk through first few invoices together
- Establish process for exceptions
First week recommendations:
- Review all AI extractions carefully
- Monitor ERP posting success rate
- Collect feedback from users
- Adjust approval rules as needed
If issues arise after go-live:
- Pause Intake: Disable email/PEPPOL intake temporarily
- Manual Processing: Fall back to manual ERP entry
- Contact Support: support@tapr.ch for urgent issues
- Documentation: This wiki
- Email Support: support@tapr.ch
- Status Page: status.tapr.ch