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Quick reference guide—AP Automation with Purchasing

Get started

About AP Automation with Purchasing

How AP Automation with Purchasing uses AI

How Sage Intacct populates draft PO purchase invoices

Best practices to train AI for smarter automation

About tax handling with the Taxes application

Frequently asked questions

Setup

Set up AP Automation with Purchasing

Modify transaction definitions for use with AP Automation with Purchasing

Video: Setup and configure AP Automation with Purchasing

Troubleshoot setup

Submit documents for processing

Email a document

Upload documents

Manage automated transactions

Edit and post automated transactions

Change or remove a transaction match

Change the transaction definition for an automated draft

Move an automated transaction to Accounts Payable

View AP Automation with Purchasing transaction usage

Troubleshoot AP Automation with Purchasing

Last modified: Jun 11, 2026

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