iDoc AP · user manual
From email or photo to an import file.
iDoc AP is accounts payable inside Microsoft 365. The iDoc API reads each invoice. iDoc AP checks it, then sends it to the right approvers.
iDoc AP captures supplier invoices inside SharePoint. The iDoc API reads each invoice. iDoc AP then checks it against your supplier master, purchase orders and the invoices you already have, and sends it to the right approvers in Microsoft Teams and Outlook. Approved invoices go to your accounting system as an import file.
The five steps
- Capture. An invoice arrives by email, upload or phone photo. Automatic, or an AP clerk.
- Read. The iDoc API reads the fields and line items and marks how sure it is of each one.
- Check. Supplier master, bank account, duplicates, PO / goods receipt, totals and due date.
- Approve. Clean invoices go straight to approval (touchless). The rest wait in Needs attention.
- Pay and export. Approved invoices are exported to accounting and listed in the payment run.
Who uses it
| Role | What they do | Where |
|---|---|---|
| AP clerk | Captures and reviews invoices, fixes what needs attention, submits for approval. | Capture, Queue, Needs attention, Register |
| Approver | Approves or rejects invoices waiting for them. | Teams Approvals, Outlook, or the invoice page |
| Finance | Follows up overdue invoices, exports to accounting, runs payments. | Dashboard, Export |
| Site owner | Sets up the site, approval rules, supplier master and automation. | Settings, web part settings |
You only need a Microsoft 365 account with access to the SharePoint site. Nothing is installed on your computer.
Getting around
The iDoc Home page lists every document type by department. Click Invoices to open iDoc AP. Tiles marked Coming soon are modules on the way: receipts, goods receipt notes, delivery orders and contracts.
iDoc AP is one page with tabs. You only see the tabs your role needs: Register, Needs attention, Inbox, Queue, Capture, Dashboard, Export, Usage & billing, and Settings for site owners.
See it on your own invoices.
A 30-minute demo on documents you already receive.