AI Capture helps you upload and process purchase invoices quickly. You can upload files directly or send them by email. Uploaded invoices appear in Drafts for approval.
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Upload invoice from file
From Purchases, choose Purchase Invoices.
From the New invoice dropdown, select Upload file.
Choose Select files from your device.
Select the files to upload (maximum 25) and then Upload Invoices.
Once uploaded, we open the Drafts to approvethe page.
The uploaded files will have a status of To review.
If the status is still Processing, refresh the page to update the status.
Upload Invoices via email
From Purchases, choose Purchase Invoices.
From the New invoice dropdown, select Upload file.
Select Copy email address to copy the email address shown to your device's clipboard.
Forward the email with the attached invoice or receipt to the copied email address.
Once you've finished forwarding the email, go to Purchases then Drafts to approve.
Uploaded files will have a status of To review.
If the status is still Processing, refresh the page to update it.
NOTE:
You can't change the system-generated AI capture email address.