Accounts Payable Module: Accounts Payable Automation Best Practices

You can get the most out of PLANERGY Accounts Payable automation by following some of the best practices listed below.

1. Always try to use the same name of the supplier in Control Panel > Suppliers as it is on the invoice (supplier name as text, not the logo).
2. Share the below tips with suppliers
   • Include the PO Number in the subject or body of the email sent to AP Automation email
   • Include the PO Number on the invoice in the exact same format as it is on the PO
   • Include the original PO in the body of the email when the invoice is sent
   • Don’t include multiple PO numbers in the same invoice document
   • Don’t include PO numbers in the line-item name or description

3. If the Non-PO Invoice feature is in use, set Suppliers with the Non-PO Invoice setting in PLANERGY.
4. Make sure Supplier Email and Supplier Contact Email addresses are up to date for the suppliers in Control Panel > Suppliers.
5. Send POs to the supplier directly from PLANERGY using the Email PO button in the system.
6. Keep Item codes up to date in PLANERGY.
7. Keep item names up to date in PLANERGY.
8. Do not use Redirect action to forward emails from Outlook or any other email client to AP Automation.
9. To avoid spam, do not make your designated AP email address public (for example on a website).
10. If you manually upload invoices, please upload the original invoice received from the supplier.