iDoc AP · finance
See the work, then export it.
The dashboard shows volumes and exceptions. Export downloads approved invoices. Payment run lists what to pay first.
Dashboard
The Dashboard shows invoices per month, the share of touchless invoices, the average time from capture to approval, overdue invoices, aging of open invoices, exceptions by reason and your top suppliers by amount.
Export to accounting
Open the Export tab. Choose the file: Excel / CSV (all fields), Xero bills import, or Business Central purchase journal. Keep Only invoices not exported yet and Mark them as exported ticked, so nothing is exported twice. Click Download and import the file into your accounting system.
The vendor code and default GL account come from the supplier master. The GL account on the invoice wins when it is filled in.
Payment run
Choose Payment run to download approved, unpaid invoices in the order to pay them: invoices with an early-payment discount first (by the discount date), then by due date, with the bank account from the supplier master.
Usage & billing on the same site shows pages read this month and your plan.
See it on your own invoices.
A 30-minute demo on documents you already receive.