iDoc AP · FAQ
Questions from the user manual.
Start with your site owner. For licensing and support, contact Crest Business Solutions.
The invoice could not be read.
Click Try again, or Enter manually with this file. Very dark, blurred or password-protected files cannot be read.
A tab is missing.
Tabs depend on your role. Settings is for site owners; Export and Usage for reviewers. Refresh the page (Ctrl+F5) after an update.
The Inbox tab is empty.
Check that you have access to the shared mailbox and that the site owner set the mailbox in the web part settings.
Nothing appears in the Queue.
The inbox flow must be imported and turned on in Power Automate. New emails appear a few minutes after they arrive.
An invoice did not go touchless.
Open it: the checks panel and Needs attention show why, for example a new supplier or a low-confidence field.
The same invoice was sent twice.
iDoc AP recognises the same file before reading it (no pages used) and flags similar invoices as possible duplicates.
Is my data stored by Crest?
No. Invoices and data stay in your SharePoint. Crest Cloud reads each file in memory and does not keep it.
Who do I contact?
Your site owner first. For licensing and support, Crest Business Solutions: info@crestsolution.com.my, +603 7972 5186.
See it on your own invoices.
A 30-minute demo on documents you already receive.