View automated transactions
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Purchasing documents that you upload or email for automated processing appear as draft transactions on the Automated transactions list in Purchasing.
From this list, you can upload documents, view and edit draft transactions that were created by email or upload, and view posted transactions. When editing a draft transaction, you can also change the transaction to an AP AP purchase invoice or delete it.
| Subscription |
Purchasing Accounts Payable AP Automation Sage Cloud Services |
|---|---|
| Regional availability |
All regions |
| User type |
Business, Platform, Project manager, or Warehouse user |
| Permissions |
Accounts Payable or Purchasing
Purchasing (to drill down)
|
| Configuration |
Automate transactions with document matching enabled. Transaction definitions mapped for the top level and any entities where documents are emailed or uploaded. |
To view the list, go to Purchasing > All > Automated transactions.
You can also access the list from the Accounts Payable menu.
If you are at the top level and want to view transactions uploaded or emailed to the entity level, select Include private.
