With this enhancement, PredictAP will now automatically detect whether a document is an invoice or a credit memo at the time of upload, eliminating the need for manual classification of the type field in Yardi.
Key Benefits
- Automated Classification: Documents are automatically identified as either an invoice or a credit memo upon upload.
- Seamless Integration with Yardi: The correct document type is set in Yardi without manual intervention.
- Support for Positive Amount Credits: Credit memos with positive amounts will appear correctly in Yardi.
- Manual Override Available: If necessary, users can manually adjust classifications in PredictAP.
What This Means for You
- Increased Efficiency: No more manual adjustments to document types in Yardi, streamlining workflows.
- Reduced Errors: Automated classification minimizes the risk of payment mistakes.
- Greater Control: The Type field will now be visible in your document review screens, allowing for manual updates if needed.
How It Works
Automatic Detection
- The system detects credit memos during document upload.
- If identified as a credit memo, the document will be labeled as “Credit” in the Type field.
- All other fields are predicted as usual.
- Upon import to Yardi, credit memos will be recorded with positive amounts.
Manual Adjustment
- If a document is misclassified, users can manually update the Type field.
- Changes in PredictAP will be reflected in Yardi accordingly.
See It in Action
When reviewing documents in PredictAP, you’ll now see the Type field indicating whether a document is classified as an Invoice or Credit. This ensures accuracy and reduces manual workload, keeping your accounts payable process smooth and error-free.
For any questions or further assistance, please reach out to our support team.