How to set up AI document capture

Use AI Document Capture to enter accounts payable (AP) transactions automatically in Sage 50 Accounting. The process saves time, improves accuracy, and reduces paperwork.

1. Go to File, AI Document Capture, Connect to AI Document Capture.
2. Follow the instructions to connect your Sage account.

The program will automatically register you for AI Document Capture and generate a unique automation email address. This is an inbox to convert documents to automated transactions only. You won’t have access to the email inboxes.

 NOTE: To use AI Document Capture, users need the rights to modify vendor records and to enter purchases and payments transactions.