Document Intelligence - Automatic Conversion for Generated Invoices

Note: Don't see this yet? This feature is in Limited Availability (LA) and is releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

Generated invoices are draft invoices that serve as the starting point for creating final invoices. For drafts that consistently come in clean and complete, automatic conversion skips the manual review step and turns them into invoice records as soon as Document Intelligence finishes processing them.

Tip: This workflow is for admins only.

Video: Automatically convert Document Intelligence invoice drafts to records

1. From Settings, Payables, Document Intelligence, select Automatic conversion.

2. Select Automatically convert drafts to invoices.

3. To send higher-value drafts for a manual review instead of converting them automatically, enter a conversion limit amount.

   Drafts at or above this amount require review; drafts under it convert automatically. To convert drafts of any amount, leave this empty.

4. Select Save.

   After converting, new invoice records display under the Standard tab.

   Drafts that don't meet the requirements display under the Generated drafts tab where you can review and take action as necessary.

   Warning: Automatic conversion applies only to drafts generated after you save the setting. While drafts are processing, if you update this setting or change the conversion limit amount, drafts continue processing using previous settings.