AP Essentials Help
Welcome
What's new
AP Essentials overview
Document processes overview
Document subtypes
Remittance advices
Purchase order documents
Online learning
Services overview
Classification services
Email input services
Extraction services
Barcodes
Swiss QR-bills
Indian QR codes
Image upload services
Invoice Portal
Master data services
Connecting fields to master data
Master data: Buyers
Master data: Customers
Master data: General ledger accounts
Master data: Generic objects
Master data: Supplier banks
Master data: Suppliers
Notification services
Process control services
Purchase order services
Separation services
Storage services
Target system services
The Target system configuration dialog
Coupa AP
Coupa
Dynamics AX (Embedded)
Dynamics 365 for Finance and Operations
Dynamics AX
E-conomic
Email
NetSuite
Oracle Financials Cloud
PROCESS DIRECTOR Accounts Payable
SAP S/4HANA Cloud ES
SFTP
Enabling PGP for the SFTP target system
SharePoint Online (Office 365)
Validation services
Due date validation
Verification services
Workflow services
Adding a workflow
Limiting the duration of workflow steps
Specifying an alert for a workflow
Creating triggers
Automatic coding suggestions
Setup
Accounts overview
Add a partner
Add a customer account
Enable and disable services
Buyer/Seller classification
Add buyers and sellers
Add email input
Add a new user
Import and export users
Activate customers
Additional settings
Grouping users
Grouping accounts
Automatic email notifications
Email forwarding
Editing extraction settings
Editing extraction fields
Adding custom fields to a document type
Specifying validation rules
Editing email templates
Specifying target system settings
Specifying field display order
Transforming output to CSV format using a custom XSLT file
Master data: Field values
Adding filter fields to the document list view
Custom branding
Supplier and customer identification
Administration
Admin Center
User management: Overview
Adding a new account
Adding a new user
Working with users
Assigning organizations to a user
Activating accounts
Pause an account
Add an email address for email input
Deleting documents
Manually starting a workflow
Uploading master data
Adding and deleting services
Editing a service plan
Add a notification
Analytics reports
Workload
Volume
Performance
Extraction
Update frequency
Using Office
Sending documents to Kofax AP Essentials
Uploading documents
Sending documents via email
Page separation
Deleting documents
Verifying documents: Overview
Selecting documents for verification
Viewing document images
Verifying single-item (header) fields
Line-item fields: Overview
Verifying line items
Line-item pairing
2-way and 3-way matching: Overview
Saving a document
Adding or editing a supplier
Adding or editing a customer
Special handling
Changing the currency
Adding comments to invoices
Rejecting invoices
Deleting an invoice
Request information (during verification)
Mark an invoice as credit or debit
Handling blocked suppliers/customers
Toggling field visibility
Selecting invoices to bypass verification
Holding documents
Verifying utility bills
The Copy purchase order lines dialog
Invoice approval: Overview
Approving an invoice
Amount balancing
Coding an invoice (account coding)
Automatic coding suggestions
Correcting an invoice in a workflow
Rerouting an invoice
Request information (during approval)
Rejecting an invoice in a workflow
Manually starting a workflow
Specifying a substitute
Videos
Apps
AP Essentials Connect
AP Essentials Connect System requirements
Creating a customer account
Installation
AP Essentials Connect Setup
Using AP Essentials Connect
Troubleshooting
Mobile Approval
Reports for Microsoft Excel
Importing master data for Microsoft Excel
Integrations
Coupa AP
Configure Coupa AP
Configure AP Essentials
Extraction settings
Target system settings
Master data
Specify default chart of accounts and billing account template
Use data templates to specify remit-to addresses
Use data templates to specify requesters
Troubleshooting
Transforming output
Data templates
Process invoices
Filter with content groups
Coupa
Configure Coupa
Configure AP Essentials
Data templates
E-conomic
E-conomic technical description
Configuring E-conomic
Using token-based authentication with E-conomic
E-conomic: Data templates
Processing Danish invoices with E-conomic
Processing Norwegian invoices with E-conomic
Processing Swedish invoices with E-conomic
Microsoft Dynamics
Dynamics NAV and Dynamics 365 Business Central
Signing up for a Kofax AP Essentials account for Microsoft Dynamics NAV or Dynamics 365
Configure Kofax AP Essentials for use with Microsoft Dynamics NAV or Dynamics 365
Processing invoices with Microsoft Dynamics NAV or Dynamics 365
Enabling line items in Dynamics NAV
Dynamics 365 for Finance and Operations
Configuring Dynamics 365
Using custom fields in Dynamics 365 for Finance and Operations
Importing total amounts and total tax amounts in Dynamics 365 for Finance and Operations
Setting default sales tax groups in Dynamics 365 for Finance and Operations
Configuring AP Essentials
Field mapping
Data templates
Tips and troubleshooting
Dynamics AX 2012
Introduction
Configuring Kofax AP Essentials for use with Microsoft Dynamics AX 2012
Configuring Dynamics AX 2012 (embedded)
Updating an existing integration
Troubleshooting
Appendix
Document parking
Payment fields
Dynamics AX 2012 supported fields
Using procurement categories
NetSuite
Configure NetSuite
Creating an integration record for NetSuite
Configuring custom roles for NetSuite
Configuring token-based authentication for NetSuite
Configuring saved searches for NetSuite
Configure AP Essentials
Production usage
Preliminary registration
Handle taxes in NetSuite
Data templates
Using field lists from NetSuite in Kofax AP Essentials
Line pairing
OneWorld extensions
Supported fields
Code an invoice
Create dummy codes
Map custom form IDs
Master data
Troubleshooting
Oracle Financials Cloud
Processing invoices with the Oracle Financials Cloud integration
Oracle Financials Cloud: Data templates
PROCESS DIRECTOR AP
AP Essentials Connect
SharePoint Online (Office 365)
Configuring the SharePoint integration
Visma Administration
Visma Business
Reference
Glossary
Data retention
Email attachment validation
Field status
Field types
Keyboard shortcuts
Privileges
Sample documents
Statuses and events for batches and documents
Supported input file formats
E2B field mapping
ESXML field mapping
FatturaPA field mapping
Finvoice field mapping
OFD field mapping
OIO field mapping
Svefaktura field mapping
UBL (OIOUBL) / EHF field mapping
ZUGFeRD field mapping
Supported SFTP encodings
System requirements
System limits
Troubleshooting
XML output format
API User Guide
API access requirements
Example scenarios
Authentication
Uploading documents
File-based integration
External data verification
Uploading master data
Workflow integration
Services
REST examples
REST API
Plug-in API for AP Essentials Connect
AP Essentials Store
Ordering a service plan
Licensing
Editing payment information
Payment information
Changing a service plan
Canceling a service plan
Getting help with Kofax products
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Reference
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Glossary
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trigger
trigger
An event that causes an a workflow to start.
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