How to set up Purchase Automation

How to set up Purchase Automation in Sage Accounting to streamline expense invoice creation.

Use Purchase Automation to create expense invoices from uploaded documents or image files. You can also forward invoices or receipts from your email inbox to Accounting.

Purchase Automation speeds up transaction entry and reduces errors.

How it works

After you upload each document or image, Purchase Automation improves accuracy. Check files for errors before uploading.

1. Upload or email a document or image file to Sage Accounting.
2. The system reads the file and converts it into a draft transaction, including vendor name, description, and amount.
3. Review and approve the draft transaction.

Turn on Purchase Automation

1. From Settings, choose Apps and connections.
2. Select Purchase Automation, then click Enable.

What's next

Upload expense documents or receipts