What is Smart AP?
Invoice processing tool that helps automate the process of adding invoices to Breeze Premier. Smart AP allows you and your vendors to submit invoices via email directly to our OCR (Optical Character Recognition) engine for processing.
The invoice will appear in Breeze Premier under Accounting > Accounts Payable > Invoices. Key fields on the invoice will be populated with data from the invoice, and the invoice image will be there as well.
Smart AP works on all Breeze Premier verticals, and is free with Breeze Premier.
How does Smart AP Work?
During Smart AP implementation, you will be assigned an email address. The process starts when you send your invoice to your assigned e-mail address.
Note: This email will be unique to your company. The invoice needs to be in a PDF format and attached to the email. If there is an invoice you don't want to be processed through Smart AP, don't use the assigned email address.
Within about a few minutes the invoice is processed through our OCR (Optical character recognition) engine. The invoice will appear in Breeze Premier under Accounting > Accounts Payable > Invoices.
Once here your team can start the invoice approval workflow. If you need a review of that process, click here.
What information is populated on the invoice by Smart AP?
If Smart AP can find the appropriate information in your database it will fill in the following:
Vendor
Invoice number
Total amount
Invoice date
Due date
Property
Amount at the bottom
Note: When implementing Smart AP you can request that notes are added to invoice. Then the notes from the invoice will be pulled into Breeze Premier with a 25 word cap. Otherwise, your team will need to manually add this information.
What is Smart Key?
This feature allows you to use the power of Smart AP right from within Breeze Premier! To use this feature, go to Accounting > Accounts Payable > Invoices > Add New.
Add the PDF to the invoice > Click "Send for SmartKey" > Save.
Navigate off the invoice page, and wait a few minutes. Then come back to the invoice and the information from the PDF will now be on the invoice screen in Breeze Premier!