Upload files to AI Document Capture

Solution Properties

Solution ID:

241101144222293

Last Modified Date:

Tue Jan 27 16:22:31 UTC 2026

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Upload files to AI Document Capture

Description

After you enable AI Document Capture, you can upload invoices, credit notes and receipts from suppliers.

Uploaded files must contain a single invoice or credit. Documents with multiple pages of invoices or credits won’t be processed correctly. They must be under 20MB and in one of the below formats.

PDF
JPG
JPEG
PNG
TIFF

Cause

Resolution

Upload your files

In Sage 50 Accounts, go to Suppliers then AI Document Capture.

AI Document Capture icon.

Select Upload files.

AI Document Capture window with Upload files and Refresh options.

Select Browse files, and select your documents.
TIP: You can also drag and drop your files from file explorer into the upload screen.

AI Document Capture window with Browse files button.

Select Open on the Browse files window.
Select Upload files at the bottom of the Upload files window.
Your files will appear with a status of Processing.
Click Refresh at the top of the window to update the status.
When the system has finished the upload, the Status will change to Review needed.

Review needed Status on AI Document Capture window.

The next step is to review your AI Document Capture transactions.

Steps to duplicate