Question

Does AP Document Recognition distinguish between invoices vs quotes?

  • 4 January 2024
  • 1 reply
  • 29 views
E

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

1 reply

DavidEichner
Rank
Userlevel 7
Badge +10

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

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved