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

The following settings are available.

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 setting 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 setting 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 setting 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 setting 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 setting is cleared by default.

If this setting is selected, the following setting 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 setting 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 setting 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 setting 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 the Coding Activity.

This setting is cleared by default.

Support zero-value invoices

Select to process invoices with a zero-value as a regular invoice, without routing them to the Exception Activity.

This setting is cleared by default.

If this setting is selected, the Support zero-value invoice coding setting is enabled and selected automatically.

If the Support zero-value invoices setting is selected but the Support zero-value invoice coding setting is cleared, then invoices with zero-values are routed to export without being routed to the Coding Activity or the Approval Activity.

Support zero-value invoice coding

Select to route zero-value invoices to the appropriate activity so that they are processed successfully. This can be either the Coding Activity or the Approval Activity.

Notify APA Administrators about untrusted approval attempts

Select to send a notification to the members of the APA Administrators resource group whenever an answer to an email approval notification is sent in one of the following situations.

• An unhandled exception occurs.

• The configured email address for importing email approval notifications is unknown in Kofax TotalAgility or is assigned to multiple resources.

• The provided email is in the Kofax TotalAgility but the user is not a member of the AP Approvers user group or one of its child groups.

• The format of the email is incorrect because it is not possible to find a token in the email body.

• The email includes an incorrect or unsupported token.

• The email includes a token that exists but was sent to another user.

Support Indian Invoices

Select this setting to process invoices from India.

When selected, the Central Tax (CGST) and State Tax (SGST) are successfully recognized ad returned as Tax Amount 1-4 or Tax Rate 1-4. In addition, the coding for goods (HSN) or services (SAC) are listed on the master form in the AP Agility Workflow. For Non-PO invoices, these fields are listed in the Invoice Header section on the Header tab. For PO invoices, these fields are on the Lines tab.

This setting is available only if you have selected the Indian value from the VAT Compliance Check setting in the Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Configuration tab.

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

Save

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

Close

Closes the Workflow settings window and returns you to the Work Queue.