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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
View all 6
Export Settings
6
Export Settings
CSV Export Configuration
Xero Export Configuration
MYOB Export Configuration
Palace Export Configuration
View all 6
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