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Invoice settings

  • Set up supplier-specific payment terms
  • Set up payment terms for invoice processing
  • Match invoices to POs from other suppliers
  • Configure submitter actions for invoices
  • Configure manager actions for invoices
  • Set up keyword detection rules for invoices
  • Set up smart coding
  • Invoice categories
  • Configure invoice checks and dismissibility
  • Set up advanced tax rates for invoices
  • Set up PO matching tolerances
  • Set up the Perk invoice inbox for receiving invoices
  • Set up editing permissions for invoices
  • Add supporting documents to invoices as an approver
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