Enhanced interface

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Quick reference guide—AP Automation

Get started

About AP Automation

AP Automation and AI

How draft transaction data is populated

Best practices to train AI for smarter automation

Frequently asked questions

Setup

About AP Automation setup

View configuration for AP purchase invoice upload

Configure email services

Submit AP purchase invoices for processing

Upload AP purchase invoices

Submit AP purchase invoices by email

Troubleshoot uploading and emailing AP purchase invoices

Manage transactions

Review and post incoming AP purchase invoices

Tax handling through AP Automation

View AP Automation transaction usage

Troubleshoot AP Automation

Last modified: Nov 13, 2025

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