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 bill upload

Configure email services

Submit bills for processing

Submit bills by email

Troubleshoot uploading and emailing bills

Manage transactions

Review and post incoming bills

Tax handling through AP Automation

View AP Automation transaction usage

Troubleshoot AP Automation

Extend your automated solutions

AP Automation with Purchasing

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Last modified: Apr 02, 2026

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