View AP Automation transaction usage

View Subscription usage to see the last 3 months of automated transactions that are subject to billing.

From the Automated transactions tab on the Subscription usage page, you can do the following:

• View the document that was used to create the automated transaction.
• Drill down to view transaction detail, provided you have the necessary permissions.

View Subscription Usage

1. Go to Company > Admin > Usage metrics > Subscription usage.
   If you cannot see the Subscription usage option

   Verify that you have Subscription usage: View permissions for Administration. If your company uses role-based permissions, this permission needs to be added to your assigned role.

   Only business users with admin privileges can view Subscription usage.

2. Select the Automated transactions tab, if it is not already selected.

   The Monthly summary shows that the number of transactions that were processed each month, for the past 3 months. View a detailed list of these transactions in the Transaction history.

3. To filter the list based on the billing date, choose a starting and an ending date, then select Apply.
   As a filter shortcut, you can select a month name in the Monthly summary to view only transactions processed during that month.
4. Optionally, refine the data further at the column level.
5. To drill down to view the details of a transaction, select the Transaction number from the Transaction history.
   You need AP purchase invoices: View permissions for Accounts Payable to view AP purchase invoice details.
6. To view information about a deleted AP purchase invoice: 
   1. Select the Attach icon to open the Attachment popup.
   2. Under Files in attachment, select the attachment link to open the file.
   3. When done, close the file viewer and the Attachment popup.
7. If you want to export the current data selection for use in another application, select Export.

   Sage Intacct exports the data in CSV format.

8. Select Done.

Which AP Automation transactions are billable?

In general, all emailed or uploaded documents that result in AI/ML automation generating a draft transaction are subject to transaction usage fees. Exceptions are as follows.

• Transactions that you cancel because they were stuck in the Analyzing state.
• Transactions that generate an import exception of File cannot be read.

Field descriptions: Automated transaction subscription usage

Automated transaction subscription usage field descriptions

Field	Description
Transaction number	The AP purchase invoice or PO purchase invoice number. If the transaction was deleted, this field is empty.
Date created	The date when the draft was created.
Created by	For transactions that were uploaded, this field shows the name of the user who uploaded the document. For transactions sent by email, this field lists the system as the creator.
Date deleted	If the transaction was deleted after the draft was created by AP Automation, this field shows when it was deleted.
Deleted by	For a deleted transaction, this field shows the name of the user who deleted it.
Application	For AP Automation transactions, Application is always Accounts Payable or Purchasing.
Source entity	The entity where the transaction was uploaded or emailed.
Attachment	The original file that Sage Intacct used to create the draft transaction.