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Does AP Document Recognition distinguish between invoices vs quotes?

  • January 4, 2024
  • 1 reply
  • 71 views

Using the AP Doc recognition feature, will the system detect whether the document being imported and recognized is a quote rather than an invoice?

Best answer by DavidEichner

Hi @ELIJAHRSWK07 

I don’t think it can distinguish between the two types of documents.  You would need to review in the Incoming Documents screen to delete the quotes so they dont come in as invoices.

This would be a great product idea to enter on the Acumatica Product Ideas page.

Best,

David

1 reply

DavidEichner
Captain II
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  • Captain II
  • Answer
  • April 4, 2024

Hi @ELIJAHRSWK07 

I don’t think it can distinguish between the two types of documents.  You would need to review in the Incoming Documents screen to delete the quotes so they dont come in as invoices.

This would be a great product idea to enter on the Acumatica Product Ideas page.

Best,

David