With auto-save bills enabled, we automatically save bills that come to your inbox, when Intelligent Virtual Assistant (IVA) can read them, saving you time. You can still edit or delete the bills as needed, once they're saved. Here are answers to some common questions about this feature.
This feature is not yet available on all accounts, so if you don't see it, stay tuned!
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- Does auto-save bills work for every vendor?
- Which documents will auto-saved bills work on?
- How can I tell which bills were auto-saved?
- What details will be included on auto-saved bills?
- Will IVA detect line items on auto-saved bills?
Does auto-save bills work for every vendor?
Yes, you can auto-save bills for every vendor. Manage auto-save at the vendor level, where you can enable or disable at any time.
- Select Vendors in the navigation menu
- Select the vendor name
- Select Edit
- Turn it on or off in the Auto-Save Bills section
- Select Save
Which documents will auto-saved bills work on?
Documents up to 50 pages are eligible for auto-save bills, though only one bill will be created, with all pages of the document attached.
How can I tell which bills were auto-saved?
When we auto-save bills, you'll see notifications in the following places:
- Your inbox
- Your bills list
- Bill details
You can also filter your vendor list by Bill type, to show only vendors with auto-save bills enabled.
What details will be included on auto-saved bills?
Intelligent Virtual Assistant (IVA) will detect and pre-populate the basic details of the bill from the document, such as:
- Vendor name
- Vendor email address
- Vendor full address
- Invoice #
- Invoice date
- Due date
- Amount
Additionally, Smart Data Entry (SDE) will populate any approvers or expense line items based on the most recent bill that was saved for the vendor.
You can always change or edit the details as needed. Auto-save just makes it easier to process invoices quickly and efficiently.
