Please contact your Customer Success Manager or sales (myynti@heeros.com) to enable AI-postings to Heeros Purchase Invoices solution.
Things to check before enabling the functionality
Default posting settings should be checked from Link and the supplier registry in Purchase Invoices before enabling the functionality. The basic rule is that if default postings are enabled for all or some suppliers, AI postings feature won't generate posting suggestions for those suppliers' invoices. We therefore recommend turning off default postings for all suppliers.
Changes in Link
If AI posting proposals will be enabled for all suppliers, select that no default booking will be created after importing invoices, on the Link's Settings tab.
If AI posting proposals will be enabled for the majority of suppliers, but with few suppliers you want to keep the default postings, it is selected that default postings are created by supplier after importing invoices.
Changes in Purchase Invoices
When you want to use AI postings for the invoices of an individual supplier when importing the invoice, select No for creating default postings in the Registers - Suppliers section of the Purchase invoices, on the Comments tab of supplier information. If, on the other hand, you want to use default postings for some suppliers, select Yes in the same section.
You can update the whole supplier register by downloading it to your computer as a csv file through Register upkeep if you want to turn off default postings creation for many or all suppliers.
The editable column is oletustiliöinti, for which the value 0 (zero) is selected for the suppliers using AI postings and after that the file is brought back through the Register upkeep. It is selected that the supplier information is refreshed during the import if the supplier is already found in the system.