› AP Essentials Admin Center › User interface: Admin Center › Customer accounts view › Add new customer account view

Add new customer account view

Use this view to specify customer account settings in Admin Center.

To access this view in Admin Center, select Add in the Customer accounts view.

The Service plan settings are visible only to administrators with the Manage service plans privilege.

Use these settings to add a new customer account.

Profile

Process

Determines the document process for the account.

Name The name for the customer account. This can be a legal entity or a person.
Organization number The organization number for the customer account.
VAT number The VAT number for the organization. You can increase interpretation rates of VAT registration fields by providing your organization VAT number here. In many cases, VAT registration numbers for the buyer and the supplier appear in the invoice header, making it difficult to determine which value to capture. By providing your VAT registration number, Tungsten AP Essentials can exclude your VAT number from the list of possibilities when searching for the correct VAT number on the invoice.
Phone The phone number for the customer account.
Fax The fax number for the customer account.
Street address The street address for the customer account.
Post code The postal code or ZIP code for the customer account.
City The city for the customer account.
State The state for the customer account.
Country The country for the customer account.
Notes Use this space to save additional information about the organization.
External reference
ID Use this value to identify the organization in an external system, such as your target system.
Contacts
Add

Creates a new contact. Contact information ensures seamless communication and quick assistance when needed.

  • Contact type (Required) — Choose a contact type, Sales contact or Technical contact, which best describes the role of the contact person.

  • Name (Required) — The name of the contact person.

  • Email — The email address of the contact person.

  • Phone — The phone number of the contact person.

You must specify an email address or phone number.

Services

Analytics Provides reports about document status, document volumes, performance statistics, and more.
Classification Automatically routes invoices to the correct partner.
Copilot Enhances Tungsten AP Essentials Office with generative AI assistance.
Email input Enables users to send invoices by email to the system.
Extraction Determines how document information is interpreted.
e-Invoice Connect Simplifies invoice processing by connecting you to hundreds of thousands of companies that are already connected and exchanging e-invoices.
Image upload Enables users to upload images to the system using a secure connection.
Master data Determines user interaction with master data when verifying invoices.
Notifications Notifies users of various events by email. For example, an email notification can be sent when Tungsten AP Essentials receives a batch or when a batch is rejected.
Process control Automates production elements, such as processing new documents upon arrival.
Purchase order Enables the sharing of purchase-order information between Tungsten AP Essentials and the target system.
Separation Provides an interface to separate documents in a batch quickly and easily.
Storage Provides long-term archiving of document images and data.
Target system Specifies the target system and how document information is sent to it.
Validation Provides automated functions that help ensure the correctness of invoice data.
Verification Enables users to easily verify documents in a web browser.
Workflow Enables users to perform accounts-payable and workflow activities.

Service plan

Model
  • The Live model is for customer accounts in production.
  • The Demo model is for organizations that use Tungsten AP Essentials for demonstration purposes. You can process up to 1,000 documents during a one-year period using a demo account.
  • The Trial model is for organizations that want to test Tungsten AP Essentials. You can process up to 200 documents during a 60-day period using a trial account.

If the parent account is a Live account, you can choose Live, Demo, or Trial. If the parent account is a Demo or Trial account, the customer account is also Demo or Trial, and you cannot change it.

Volume

Determines the number of documents you can process during the licensing period.

Period start Specifies when the usage period begins.
Period end Specifies when the usage period ends.
Reference The text that you type here is used as the customer account billing report reference in the billing report.
Description You can use this setting to save notes about the licensing. For example, if you made special arrangements to extend the length of a demo account, you can type the details here.
Reference ID 1, Reference ID 2

Tungsten Automation uses these IDs for internal record-keeping.

These settings can only be edited by Tungsten Automation personnel and subsidiary administrators.