accounts payable

Split multi-page documents into individual transactions with AP Automation—Early Adopter

Upload a document containing multiple transactions and automatically split it into separate transactions for processing in AP Automation.

Key benefits

Save time: Upload documents with multiple transactions without splitting them first.
Automate transaction creation: Create individual transactions from transactions detected in the uploaded document.
Maintain visibility: Review split transactions while retaining access to the original document.

On the Automated transactions list, select Upload.
Select Enable smart split and continue to upload the file and create AP purchase invoices.
AP Automation analyzes the file, separates individual transactions, and creates child transactions for processing.
Sage Intacct creates a draft transaction and replaces it with the resulting transactions when processing is complete.

We invite you to explore this feature as part of the Early Adopter program. Your feedback helps us improve the experience before broader release.

As part of the program, you'll work closely with the product team and provide feedback about your experience using the feature.

Subscription	Accounts Payable AP Automation Purchasing
Regional availability	All regions
User type	Business user with admin privileges Business
Permissions	Accounts Payable Automated transactions: List AP purchase invoices: List, View, Add, Edit, Delete, Post Purchasing Automated transactions: List Purchasing transactions: List, View, Add, Edit, Delete
Restrictions	Document splitting applies only to uploaded transaction documents. Child transactions created through document splitting are processed individually.