By using automation rules you can fully automate the moving, reading and booking of invoices and receipts. You can create these rules via Manage / Administration / Automation and Manage / Environment / Automation.
Functions and possibilities
Upload & read
Automatically read incoming documents based on a list of trusted senders or rules.
Automatically delete incoming documents based on a list of blocked senders or rules.
Automatically move incoming documents to administrations based on rules.
Automatically assign the correct destination (journal or document management) to incoming documents based on rules.
Examples:
Automatically read documents from trusted senders.
Automatically move documents containing the text "Jansen Holding B.V." to the administration Jansen Holding B.V.
Automatically read Peppol invoices.
Automatically delete general terms and conditions attachments.
Automatically book your own sales invoices in the sales journal.
For more information about automation rules for Upload & read, see this related article.
Booking proposals
Automatically approve booking proposals (to check / complete) based on rules.
Automatically assign a relation to bookings.
Automatically assign a booking method to bookings.
Examples:
Automatically approve booking proposals from KPN with an amount between €20 and €25 excluding VAT.
Automatically approve UBL invoices with an amount lower than €250.
Automatically approve sales invoices.
Assign a receipt to the relation “Various supermarkets” based on recognized text.
Automatically book investments to an inventory general ledger account based on the recognized amount.
For more information about automation rules for Bookings, see this related article.