iDoc AP · capture
Four ways to bring an invoice in.
Upload, photo, mailbox or the inbox flow. All of them end on the same review screen or in the same queue.
Upload a file
Open the Capture tab. Drop the invoice on the page, or click to choose a file. PDF, JPG, PNG, TIFF, BMP and HEIF up to 20 MB are accepted. Wait a few seconds while the iDoc API reads it. The review screen opens with the fields filled in.
Take a photo
Open the page in the SharePoint or Teams mobile app, go to Capture and tap Take a photo. The camera opens. Take a straight, well-lit photo of the whole invoice.
From the shared AP mailbox
The Inbox tab lists emails with attachments in the shared AP mailbox. Click Capture next to an attachment to read it. Emails that were already captured are marked. A file sent twice is recognised before it is read again, so it uses no pages.
Automatically, with the inbox flow
When your site owner has turned on the iDoc AP inbox flow, every PDF or image that reaches the AP mailbox is saved to the Queue automatically. Open the Queue tab and click Process all. Each invoice is read and checked. Clean invoices go straight to approval. The rest appear in Needs attention.
Site owners download the inbox flow from Settings and import it in Power Automate, using an account that can open the AP mailbox.
See it on your own invoices.
A 30-minute demo on documents you already receive.