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Where is Incoming Documents? I do not see this in Enable/Disable Features and it does not appear in our Payables workspace. I saw a video from June 2024 called “What's New in 2024 Acumatica: Forgotten Features of Past Versions” where this is referenced. It seems this would be a very helpful feature. 

Thank you. 

 

 

Its called AP Document Recognition Services

 

 


Hello,

Your Acumatica license needs to include the AP Document Recognition feature.  Historically this was also restricted to Canada and the US.  On the Enable/Disable Features screen, make sure that “AP Document Recognition Service” is enabled. Sometimes you also have to “Update License” on the Activate Licenses screen to get the feature to start working (or sometimes a ticket to Acumatica support).
 

The Incoming Documents screen will be on the Payables workspace under Transactions by default, but you may need to click on the “Show All” button.  It could also be that your currently assigned user roles do not include that screen.  Check with your system administrator to confirm.


Hello @jsudak,

You can use these help articles:

https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=7938c806-339c-4ecd-8b2e-840109279a57

Implementation Checklist

 

We recommend that before you start recognizing AP documents from PDF files, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Criteria to Check
Enable/Disable Features (CS100000) form Make sure that the Document Recognition Service feature has been enabled.
  The feature is not available in trial mode and can be enabled only if it is included in the license that is applied to the Acumatica ERP instance.
Email Accounts (SM204002) form Make sure that a system email account is created with incoming mail processing activated and the Submit to Incoming Documents check box selected on the Incoming Mail Processing tab.
  This configuration is needed only if you want automatically submit PDF attachments of incoming emails for recognition.
Rebuild Full-Text Entity Index (SM209500) form Rebuild search indexes before you start using the Document Recognition Service feature. For details, see Building Search Indexes.

https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=f229cd53-b896-41c9-a2d8-f6aadd4bc8f5

Configuration Overview

 

For the purposes of this activity, the AP Document Recognition Service feature has been enabled on the Enable/Disable Features (CS100000) form.

Thank you @LauraWyckoff!


Found it! Thank you! :) 


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