Efficiency Leaders Support

ABBYY 31

• How does ABBYY import emails
• How to access the Verification queue
• How to process Unknown Document
• How to resolve Order Pages Error
• How to rearrange pages in a document

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RapidAP 13

• How to search free text search in Invoice Library
• How to unlock a task
• How to delegate tasks from one user to another
• How to add default coding lines for a vendor
• Are supporting attachments exported to the ERP

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Platform Introduction 6

• If I already use OCR for my invoices, do I still need AP Automation?
• Why do you need Accounts Payable Automation?
• Can RapidAP be customised?
• What is RapidAP?
• What makes RapidAP better than other AP Automation Solutions?

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Integration 4

• What are different ERP integration methods?
• What is the benefit of ERP and AP Integration?
• Does RapidAP integrate with all ERPs?
• What is ERP Integration?

Introduction to PEPPOL eInvoicing 4

• Are email invoices and eInvoices the same?
• How does PEPPOL eInvoicing work?
• Why should I switch to Efficiency Leaders' e-Invoicing?
• What is PEPPOL?

Introducing Efficiency Leaders 3

• Why should you choose Efficiency Leaders?
• What Services does Efficiency Leaders offer?
• How to get started with Efficiency Leaders

Approve an Invoice 1

• How to Approve an Invoice

Dashboard - Processing 6

• How to Upload a Document
• How to Mark and View a Document
• How to process Documents Received
• How to Perform Manual Separation
• How to Merge Documents

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Export Settings 6

• Export Settings
• CSV Export Configuration
• Xero Export Configuration
• MYOB Export Configuration
• Palace Export Configuration

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Exporting a Document 3

• How to Export a Document
• How to View Exported Documents
• How to Delete a Document

Verify an Invoice. 4

• How to Verify an Invoice
• How to Edit and Save a Document
• How to Re-process an Invoice
• Invoice Validation Rules

Working with Company Fields 5

• How To Add Company Headers
• How to Add Keywords to Headers
• How To Add Lookup Field Headers
• How to Add "Sticky" Field Headers
• How to Add Company Headers

Working with Document Profiles 1

• Working with Document Profiles