Upload files to AI Document Capture

How to upload your files using AI Document Capture in Sage 50 Accounts.

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

Upload your files

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

2. Select Upload files.

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

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

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