Knowledgebase
dooap.com
Key User Guide
Key User Guide
Handling view
Coding
PO Matching
Workflow and Approval
Searching invoices
Dooap in D365
Additional features
Admin & Settings
Power BI
Recurring Invoices
Capture
Troubleshooting
Matching
Invoices
Errors
Workflow
Mobile
Releases
Release notes
Patch notes
Descriptions
Technical Guide
Dooap for D365
Dooap for AX2012
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Knowledgebase
Key User Guide
Key User Guide
Handling view
Coding
PO Matching
Workflow and Approval
Searching invoices
Dooap in D365
Additional features
Admin & Settings
Power BI
Recurring Invoices
Capture
Troubleshooting
Matching
Invoices
Errors
Workflow
Mobile
Releases
Release notes
Patch notes
Descriptions
Technical Guide
Dooap for D365
Dooap for AX2012
Key User Guide
Learn to Dooap! The Key User Guide covers all functions available including the Admin section.
Logging into Dooap
Invoices Pending Approval Email Notification
Contracts
Handling view
"On-Hold" Status
Document Handling
Invoices in the Handling View
Invoice Header Fields
Filtering and Sorting Invoices
Choosing Visible Columns
Adding Comments to Invoices
Importing Invoices
Deleting & Archiving Invoices
Copying Invoices
Invoice History and Audit Trail
Security Class Invoices
Customizing Invoice Header Fields
Language Options
Dooap Terminology
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Coding
Adding, Editing and Deleting Ledger Coding Lines
Copying Coding Lines From Excel
Coding by Machine Learning
Project Coding for Non-PO Invoices
Coding from Invoice XML
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PO Matching
Copying Product Order Numbers from Excel
Matching of PO Invoices
Difference Between Line Total and Invoice Total
Miscellaneous Charges
Accounting Distributions for Procurement Categories
Third-Party Vendor Freight Charges
Improving Automated Processing of PO Invoices
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Workflow and Approval
Supported Currencies for Workflow and Approval Limit Conversion
Already Approved Invoices
Workflow Management
Workflow Presets
Workflow Predictions by Machine Learning
Action Buttons In the Handling View
Transferring Invoices to Payment
Delegation Management
Issues Approving an Invoice
Automating the AP Step
Dimension-Based Approval
Integrating D365 Position Hierarchy into Workflow
Payment Details on Invoices
Sharing an Invoice as FYI
Automating the Approval of Non-PO Invoices
Approving an Invoice
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Searching invoices
Search Function
Invoice Statuses
Dooap in D365
Opening the Invoice Image in D365
Dooap Module and Workspace in D365/AX2012
Coding Defaults from D365 to Dooap
UAT Refreshing: Integration User Setup
Additional features
Managing New Vendor Invoices
Remittance Address Validation
Navigating Between Tenants
Remittance Address Header Field
Self-Billing: Payment requests
Vertex Integration: Optimizing Tax Compliance
Automating Vendor Verification in the Finnish Tax Register
Payment Reference Number Validation (Finland Only)
Splitting the Invoice into Multiple Invoices
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Admin & Settings
Bank Account Validation
Company Recognition in Invoice Import
Company-Level Settings
Vendor Management
Vendor Recognition in Invoice Import
Managing Vendor-Specific Approval Settings
User Management
Adding New Users
User Role Management
User Group Management
Importing Approval Limits from D365 to Dooap
Invoice Type Management
Validation Rules Management
Workflow Preset Management
AX Import Management
Invoice Import Control
Automatic Transfer To Payment
Invoice Import Header Mappings
Adding New Companies
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Power BI
PBI Fastclose Report in Month-end Closing Accruals
Recurring Invoices
Recurring Invoices
Capture
Dooap Capture
