Video tutorials
Click a link below to open a video tutorial in a new tab.
- What is AP Essentials? (03:19)
- Sending documents to AP Essentials (04:55)
- Processing documents (02:11)
- Drawing line items (01:46)
- Drawing descriptions in line-item tables (00:47)
- Drawing sub-headers in line-item tables (00:49)
- Drawing line items with variable rows or columns (02:34)
- Line-item pairing (01:12)
- Customer setup (03:11)
- Uploading for multiple customers using AP Essentials Connect (03:05)
- Total-amount validation (00:55)
- Separation service setup (01:25)
- Using separation services (01:55)
Workflow-related videos
- Creating a workflow (setup) (04:32)
- Processing invoices in a workflow (02:02)
- Adding coding fields (02:23)
- Account coding during verification (00:49)