Upload invoices and credits from your suppliers and automatically create transactions with AI Document Capture. Find out more about it in our what is AI Document Capture article. 

 NOTE: AI Document Capture was named Purchase Automation in v31. If the data is held on a server, get your I.T to check. Follow our Modify your anti-virus to work with Sage 50 accounts steps here. 

To setup AI Document Capture for the first time. Login as Manager.

1. Click Connected services, then AI Document Capture.
2. Follow the instructions to connect your Sage account.
3. The program will automatically register you for AI Document Capture.  

When registration is complete, you'll see an AI Document Capture window, for more information about using AI Document Capture, use the related solutions below.

When using AI Document Capture, you can’t use CIS nominal codes, as you’ll receive the following error:

 NOTE: If you get the error 'Couldn’t establish trust relationship for the SSL/TLS secure channel' when trying to set up AI Document Capture, modify your antivirus software.   

• Upload files to AI Document Capture
• Email files to AI Document Capture
• Review your AI Document Capture transactions
• Post your AI Document Capture transactions
• AI Document Capture credit entitlement