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<< Click to Display Table of Contents >> Navigation: Zetadocs Delivery & Zetadocs Capture Help > Document Capture > Document Queues > Zetadocs AP Automation > Setup & configuration > Default Configuration |
After running the Zetadocs Assisted setup (as per the Zetadocs Installation steps), the Zetadocs AP solution is ready to use with default the configuration that is outlined below (which can be adjusted to suit to your business requirements).
A Zetadocs Document Queue
A default queue called Accounts Payable Automation is created by default. The document queue is the central place in which finance team members can process vendor invoices using Zetadocs.
A Zetadocs System Rule
A default rule called Automated Data Entry Document Queue, which contains these default settings:
Accounts Payable Automation |
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Automated Data Entry |
AI-driven document OCR to extract key invoice data
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Enabled |
Show Document Preview |
A side-by-side view of the original vendor document and the extracted data on the Zetadocs Preview Screen. |
Enabled |
Auto Match |
Automatic matching of invoice lines to order lines
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Enabled |
Auto Receipt Order Line |
Automatic receipting of matched order lines
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Disabled |
Block Receipting |
Prevent users receipting any unreceived order lines when using Zetadocs |
Disabled |
Copy Order Line Description |
Replace the captured invoice line description with the matched purchase order line description. |
Enabled |
Post Document |
Create posted invoice documents (by default Zetadocs creates unposted documents) |
Disabled |
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Document Queue Automation |
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Auto Link Documents |
Not applicable when using Zetadocs AP Automation |
n/a |
Enable Job Scheduling |
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Document Queue General |
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Archive Document |
Automatic archiving of original vendor document to SharePoint Online |
Enabled |
Archive Original |
Not applicable when using Zetadocs AP Automation. All vendor documents must be in a PDF format. |
n/a |
Delete after archive |
Delete document from the queue once processed and archived |
Enabled |
Show Delete Confirmation |
Request user confirmation prior to deleting a document from the queue each time |
Disabled |
Check Out on View |
Documents are checked out when selecting View (rather than Process), to avoid simultaneous processing by multiple users. |
Disabled |
A Zetadocs Vendor Rule
A Vendor Rule(s) can be configured for particular vendors in cases where the default settings should be overridden.
The settings that are available (relevant to Zetadocs AP Automation) on the Zetadocs Vendor Rules page are those listed below.
SharePoint in Microsoft 365
A new SharePoint online folder is created at the point when the Accounts Payable Automation document queue is run for the first time.
i.e. https://<domain>/sites/..Zetadocs Document Queues/Accounts Payable Automation Document Queue