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Enable AI Document Capture

Created on  | Last modified on 

Summary

Set up AI Document Capture in Sage 50 Accounts v31 and above.

Description

Upload invoices and credits from your suppliers and automatically create transactions with AI Document Capture. 

NOTE:

AI Document Capture was named Purchase Automation in v31.

Resolution

To set up AI Document Capture for the first time.

  1. Login as Manager.
  2. Go to Connected services then select AI Document Capture.
  3. Follow the instructions to connect your Sage account.
  4. The software 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.

AI Document Capture window with Upload files and Refresh options.

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

Image

 

NOTE:

If you see the error 'Couldn’t establish trust relationship for the SSL/TLS secure channel' when setting up AI Document Capture, modify your antivirus software. 

 

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