Configure processes for a source template

"If I always use order matching with one of my vendors, it would give me peace of mind to add this to the template. Then I know that the matching process won't be skipped if someone else in my team handles the incoming invoice."

Ester, Accounts Payable at Cronus

As well as specifying the fields that should be captured from documents, templates can also specify how the document is handled, and what processes should be followed for the document.

Scenario

Ester is working with documents from two different vendors, both of which need extra handling after recognizing all the content. Ester needs to:

• Enable the template to automatically send documents for approval.
• Add order matching to a source template, so that all invoices from a specific vendor are matched to a purchase order.

Configure the template card

The template card includes a wide range of settings for each source template, including processes such as order matching and sending documents for approval.

• From the document journal or document card, open the Template action menu and use the Template Card action.
• On the General FastTab, make any needed updates to settings, such as Date Format or Assign to User ID. You may need to use the Show more action to see all available settings.
• The Purchase Documents FastTab is included in the relevant document categories. You can add registration steps (such as submit for approval) or set the template to automatically perform a match for each invoice to a receipt or order.
• On the Fields FastTab, you can add fields from the master template and create fields, just like you can from the template actions in the document journal or document card. Additionally, you can change the order of the fields and set each field as required or not.

More resources

• Using approval flows (Continia Docs article)
• Configuring automatic matching (Continia Docs article)