Overview
The AP Automation process uses Sage AI to scan documents and return results mapped to existing Sage X3 values. Before generating the invoice in the final step, you can review and modify values as needed.
With this process, you can automate the process of digitizing supplier invoices received as external files, such as PDFs or PNGs, and import the data into Sage X3. Rather than relying on manual data entry, you send the files to the Sage AI service that scans and maps the data to standard supplier invoicing fields. You can process one document at a time or take advantage of bulk actions for invoices sent to a dedicated email address with the service.
After documents are scanned, you can continue with e-invoicing functionality to review and update mapped values as needed. Finally, you can generate the purchasing and/or supplier BP e-invoices in Sage X3.
Accepted file types
You can process documents in these formats:
- PNG
- JPG
- TIF
- TIFF
- For e-invoicing: XML (XRechnung CII & UBL formats) and ZUGFeRD/Factur-X PDF (embedded e-invoice)