Automation
Read here about the available automation options.
By Jèsel1 author12 articles
- Automatically assign journal
- Working with automation rules at organisation level
- Automatically assign document management categories
- Automation rules for Upload & read
- Easily process receipts in Zenvoices
- Automatically read documents from trusted senders
- Automation rules for Bookings
- Automating the process from incoming invoice to booking
- Practical example of automatically booking receipts and invoices using tags and approval rules
- Practical example of automatically booking receipts and invoices using booking method assignment rules, templates and approval rules
- Practical example of how receipts and invoices can be automatically booked using relation assignment rules and approval rules
- Automating with RGS, the Reference General Ledger Scheme