Automation
Read here about the available automation options.
By Jèsel1 author12 articles
Automatically assign journal
Working with automation rules at environment 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