AI AP Invoice Processing in Approvals
Forward an invoice email. CloseFlow extracts the bill, submits it for approval, and pushes it to QuickBooks after approval. Coding rules and prior invoices inform the coding.
What AP Processing does
AP Processing is in the Approvals app. You forward the invoice email to CloseFlow. It extracts the vendor, amounts, dates, line items, and GL coding, and it submits the bill for approval. You can set coding rules. CloseFlow also learns from how previous invoices were coded. After approval, the bill is pushed to QuickBooks Online. Intuit Enterprise Suite is supported the same way. The extraction is a draft for review. It does not replace the approval.
Review before anything reaches QuickBooks
Open AP Processing, then the bill. Check the vendor, the dates, the amount, and the lines against the invoice. Awaiting My Approval is the reviewer's queue. An approved bill can show Synced to QuickBooks, with the bill number and the time it synced. If it is approved and the QBO Sync Log says Not Pushed, use Push to QBO. A rejected bill is not a QuickBooks bill.
- Forward the invoice email into AP Processing.
- Open the extracted bill and correct the vendor, amounts, dates, lines, or GL coding before you submit it.
- Set a coding rule when the same vendor should code the same way next time.
- Approve the bill. Confirm it in QuickBooks, or push it from the QBO Sync Log if it is still Not Pushed.
Try this in CloseFlow
CloseFlow connects to QuickBooks Online and Intuit Enterprise Suite. The books stay in QuickBooks.