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
Reduce manual document preparation: Upload multi-page documents containing multiple transactions without splitting files before submission.
Accelerate transaction processing: Automatically create individual transactions for each transaction detected in the uploaded document.
Improve visibility into split transactions: Track the results of document splitting and review individual transactions separately.
Keep document history intact: Retain access to the original uploaded document and related split files throughout the transaction lifecycle.
How it works
Select Split document during upload.
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.
Good to know
Document splitting applies only to uploaded transaction documents.
Child transactions created through document splitting are processed individually.
Join the Early Adopter program
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.
Sign up for Early Adopter access here.
Permissions and other requirements
| Subscription | Accounts Payable AP Automation Purchasing |
|---|---|
| Regional availability | All regions |
| User type | Set up Business user with admin privileges Use Business |
| Permissions | Accounts Payable
Purchasing
|
