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.
+11Hello,
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
You can use these help articles:
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.
| ||
| 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.
| ||
| 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. |
For the purposes of this activity, the AP Document Recognition Service feature has been enabled on the Enable/Disable Features (CS100000) form.
Thank you
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