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Knowledge Base

Payable Invoice Automation

Payable Invoice Automation

All you need to know about AP automation.

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Implementation & Training

Lentune Guide to Invoice Automation (+videos)

General Administrative Functions

Invoice Automation: Personal Dashboard

Invoice Automation: Administration Dashboard

Checked for any invoices in a batch that failed to integrate

An Introduction to the Invoice Automation process

Set default Branches for the Invoice Dashboard

Your organisation email address for incoming invoices and how it imports invoices (+ videos)

Re-establish Email Fetch Link for incoming Invoices

Customise your Invoice Approved Stamp

Searching for an Invoice (+video)

Reassign invoices for approval by Project

Reverse Invoice Approval

Reverse a Processed Invoice

Update a processed invoice or invoice line

Scheduled task to send invoices to Lentune Payables and mark them as processed

Batching and processing invoices manually (+video)

Customise Reminder Emails for Approvers of assigned Payable Invoices and Payable claims

Price Discrepancy Auto Checking in Supplier Invoices

Supplier Price Files (Payable Accounts)

Supplier Price File Stock Item Search

Invoice Transaction Restriction Date

Default General Ledger Against Cost Code can be set at Project or Cost Type levels

Audit Logs : Invoice Automation System

Scheduled Import of Supplier Price Files

Add a General Ledger Account Code

Setting up Gmail as the Email Source to fetch your Invoices

Settings for Single or Dual Invoice Approval

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Check Screen

Overview of the Invoice Checking Process

Check an Invoice for Approval (+ Video)

Check Invoice total against the Purchase Order total

Check and Approve Invoices in one Step

Status Codes of Invoices

Add a New Supplier for incoming Invoices

Linking an Email address with a Supplier for Invoice checking (+video)

Invoice Automation email rules and linking Keywords

Notify Lentune of Invoice Mismatch for Invoice Rules

Import Invoice Lines

Merge or Split Invoices

Mark Supplier Invoices As Confidential

Lock the Branch at Invoice check stage

On-charge Supplier Invoices or Invoice Lines to your customer

Alert Users that the Invoice Branch should not be changed

Supplier with no Tax on their invoices

Populate payable invoice line with linked Purchase Order line

Manually add an Invoice to your Invoice Automation

Check Bank Account Number for Payable Account while approving Invoices

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Approving Invoices

Assign or Remove a User to Approve Invoices for a Supplier

Approve Invoices (+ Video)

Invoice Approval & Assigning Approvers at line level

Send an invoice back to be re-checked

Add Cost Codes from the Master Cost Codes list while approving invoices

Attach supporting documents to an Invoice

Compare Invoice and Purchase Order Values

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Functions in both the Check and Approve screens

Add a message or email to a Payable Invoice

Splitting Invoice Lines

Add invoice lines manually

Add a new Invoice Line for a Variation

Viewing variations on invoice lines

Add Names and Email addresses for Communications

Unlink an Invoice Line from a Purchase Order

Advanced Filters for Invoice Check and Approve Screens

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Statement Reconciliation

Statement Reconciliation (+ Video)

Mark Statement as Invoice

Automatically mark Documents as Statements

Export Functions

Export Purchase Orders for multiple Branches, with Invoice values

Reporting: Download data to Excel

Export Project Invoice variations

Export Invoices to PDF in selected order

Export and Email a file of invoice records

Invoice Accrual Export Report

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