Use these settings to configure the behavior of the AP Agility workflow.

The following settings are available for configuring Kofax AP Agility.

Check Vendor Invoice for potential duplicates

Select to compare a vendor against other invoices from the same vendor to check for possible duplicate invoices.

This option is cleared by default.

Use the date of the invoice to identify duplicates

Select to use the date of an invoice to help identify if an invoice is a duplicate.

This option is cleared by default.

This setting is available only Check Vendor Invoice for potential duplicates is selected above.

Use the amount of the invoice to identify duplicates

Select to use the total amount of an invoice to help identify if an invoice is a duplicate.

This option is cleared by default.

This setting is available only Check Vendor Invoice for potential duplicates is selected above.

Use the invoice number to identify duplicates

Select to use the invoice number to help identify if an invoice is a duplicated.

This option is cleared by default.

This setting is available only Check Vendor Invoice for potential duplicates is selected above.

Enable PO invoice approval

Select to enable approval for all PO invoices.

This option is cleared by default.

If this option is selected, the following option is available.

Only require approval of invoices with line items that are not coded

If selected, PO invoices with non-coded lines are sent for approval. All other PO invoices are routed to export without approval.

If cleared, all PO invoices are sent for approval before export.

This option is cleared by default.

This setting is available only when Enable PO invoice approval is selected above, and is selected by default.

Enable Credit Memo Approval

If selected, credit memos are sent to the Approval activity, bypassing the Coding activity.

This option is cleared by default.

Enable Credit Memo Coding

This setting is available only if Enable Credit Memo Approval is selected above.

If selected, credit memos are processed using the same workflow as all other NON-PO invoices. If needed, this may include the Coding activity.

This option is cleared by default.

Use Lines Tab as default for Coding operations

When enabled, the Lines tab is displayed whenever a user opens an invoice in Coding.

This option is cleared by default.

The following buttons are available at the bottom of the screen.

Save

Saves the changes to the AP Configuration settings. A message is displayed to indicate that your changes are saved.

Close

Closes the AP Configuration settings window and returns you to the Work Queue.