Overview
How iDoc AP works
Capture, read, check, approve and export. Who uses each tab, and why you only need a Microsoft 365 account.
From the iDoc AP user manual · v3.5
How iDoc AP actually works.
These articles follow the iDoc AP user manual: capture, read, check, approve and export supplier invoices inside Microsoft 365.
Capture
Four ways to bring an invoice in
Upload, phone photo, the shared AP mailbox, and the inbox flow that fills the Queue.
Review
Fields, badges and checks
Confidence marks, supplier memory, document types, the viewer, Save draft and Submit for review.
Exceptions
Needs attention
The work list of invoices that need a person, with the reason for each and what to do next.
Approvals
Teams, Outlook and touchless
Approval cards, reminders, escalation, and invoices that skip the clerk review.
Finance
Dashboard, export and payment run
Volumes and aging, files for Xero and Business Central, and the order to pay.
Suppliers
Supplier master, memory, PO and GRN
How iDoc AP matches a supplier, learns coding, and never learns a bank account.
Records
Filing invoices in SharePoint
Year and month folders, unique file names, and a 7-year retention label.
FAQ
Questions and answers
Could not be read, missing tabs, empty Inbox, why an invoice did not go touchless, and where the files live.