AP Essentials Help
Welcome
What's new
AP Essentials overview
Document processes overview
Online learning
Setup
Accounts overview
Adding a partner
Adding a customer account
Enabling and disabling services
Buyer/Seller classification
Adding buyers and sellers
Adding an email address for email input
Adding a new user
Importing and exporting users
Activating customer accounts
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
Using master data to suggest field values
Adding filter fields to the document list view
Custom branding
Services
Classification services
Email input services
Extraction services
Swiss QR-bills
Image upload services
Notification services
Process control services
Purchase order services
Separation services
Storage services
Target system services
Validation services
Due date validation
Verification services
Workflow services
Supplier and customer identification
The Target system configuration dialog: SAP S/4HANA
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
Document subtypes
Remittance advices
Workflow
Adding a workflow
Limiting the duration of workflow steps
Specifying an alert for a workflow
Creating triggers
Automatic coding suggestions
Administration
User management: Overview
Adding a new account
Adding a new user
Assigning organizations to a user
Activating accounts
Adding an email address for email input
Deleting documents
Manually starting a workflow
Uploading master data
Analytics reports
Workload
Volume
Performance
Extraction
Feedback
Update frequency
Admin Center
Adding and deleting services
Working with users
Adding notifications
Editing a service plan
The Documents view
The Reject codes view
The Reject code view
Using Office
Sending documents to Kofax AP Essentials
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
Installation
AP Essentials Connect Setup
Using AP Essentials Connect
Mobile Approval
Reports for Microsoft Excel
Importing master data for Microsoft Excel
Integrations
Coupa
Configuring Coupa for use with AP Essentials
Configuring AP Essentials for use with Coupa
Processing invoices with the Coupa integration
Coupa: Data templates
E-conomic
E-conomic technical description
Configuring E-conomic
Configuring AP Essentials for use with 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
Dynamics 365 for Finance and Operations field mapping
Dynamics 365 for Finance and Operations: 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
Configuring NetSuite
Creating an integration record for NetSuite
Custom roles
Token-based authentication
Saved searches
Configure AP Essentials
NetSuite: Production usage
Tax handling
Data templates
Using field lists
NetSuite: Line pairing
NetSuite: OneWorld extensions
NetSuite: Supported fields
NetSuite: Coding an invoice
Creating dummy codes for NetSuite
Troubleshooting
Mapping custom form IDs for NetSuite
Oracle Financials Cloud
Configuring Oracle Financials Cloud for use with AP Essentials
Configuring AP Essentials for use with Oracle Financials Cloud
Processing invoices with the Oracle Financials Cloud integration
Oracle Financials Cloud: Data templates
PROCESS DIRECTOR AP
AP Essentials Connect for PROCESS DIRECTOR AP
SAP S/4HANA
Configuring AP Essentials
Configuring SAP S/4HANA
Configure custom CDS views
Create a CDS view for purchase orders
Create a CDS view for company tax procedures
Create a CDS view for country tax codes
Create a CDS view for tax types
Create a CDS view for general ledger accounts
Create a communication scenario
Create a communication arrangement for the CDS views
Specify the target system settings
Create a communication system
Create a communication user
Add the user to the inbound connection
Add the user to the outbound connection
Create communication arrangements for the communication system
Adjust network zone settings
Processing invoices
Data templates
SharePoint Online (Office 365)
Configuring the SharePoint integration
Visma Administration
AP Essentials Connect for Visma Administration
Visma Business
AP Essentials Connect for Visma Business
Reference
Glossary
Email attachment validation
Field status
Keyboard shortcuts
Privileges
Sample documents
Statuses and events for batches and documents
Supported input file formats
Supported SFTP encodings
System requirements
System limits
Troubleshooting
XML output format
API User Guide
Example scenarios
Authentication
Uploading documents
File-based integration
External data verification
Uploading master data
Workflow integration
Services
REST examples
API reference
Plug-in API for AP Essentials Connect
AP Essentials Store
Ordering a service plan
Licensing
Your AP Essentials store account
Editing payment information
Payment information
Changing a service plan
Canceling a service plan
Support
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Reference
Reference
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