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Automation... (5)
General (2)
Validated contact database
Migration contact database - Activate portal default values and UBL rules
Automate documents (8)
Automatic Document Recognition (IDR)
Define default values (processing rules) for supplier or customer
Default value 'Subject template' (purchase and sales invoice)
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Automate bank (3)
Bank processing rules
Create bank processing rule
Split bank transactions automatically
Automate bank (Beta) (4)
Bank processing rules (Beta)
Create bank processing rule (Beta)
Split bank transactions automatically (Beta)
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UBL (15)
UBL
UBL invoice
UBL example
View all 15