Video tutorials

Select 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)