--- title: How to Process Invoice Attachments with Intelligent AP Automation description: Learn how to easily upload invoice attachments for processing with AP Automation and track their status in real time. --- [Skip to content](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. 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[AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation) # How to Process Invoice Attachments with Intelligent AP Automation ## Learn how to easily upload invoice attachments for processing with AP Automation and track their status in real time. **Table of Contents** - [How to Process Invoice Attachments with AP Automation](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#process-invoices) - [How to Track Document Queue and Statuses](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#track-documents) - [Supplier Recognition with AP Automation](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#suppliers) - [Item Recognition with AP Automation](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#items) - [Handle Recognition Issues](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#recognition) - [Amount Discrepancy Warnings](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#amount-discrepancies-warnings) - [Improve Recognition for Documents](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#recognition) - [Can’t Find a Feature? Suggest It in Our Roadmap](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#opr) ### How to Process Invoice Attachments with AP Automation To start processing invoices with AP Automation, make sure the Intelligent AP Automation feature is set up and your users have the necessary permissions. More about Intelligent AP Automation setup in [this article](https://help.precoro.com/how-to-set-up-ocr-in-precoro?hsLang=en). Once Intelligent AP Automation is active, you’ll see a new section in the right menu called AP Inbox. Here's what you can do there: - Collect invoices and credit notes sent to your dedicated AP Inbox email address automatically, or upload attachments through Precoro directly. - View attachments and track their processing statuses. - Use notes and assignees to organize and track attachments. - Create invoices or credit notes based on the processed documents, matched to the right purchase orders when applicable. **Please note:** AP Inbox accepts files under 25MB in these formats, whether you upload them manually or they arrive by email: - PDF - Images: JPEG, PNG, TIFF - Excel: XLSX - Word: DOCX - Outlook: MSG If you upload an unsupported file type, Precoro prompts you to convert it and upload it again. Additionally, Precoro supports text recognition for the following languages: - English - French (Français) - Spanish (Español) - Bulgarian (Български) - German (Deutsch) - Norwegian (Norsk) - Swedish (Svenska) - Hebrew (עברית) - Japanese (日本語) - Traditional Chinese (繁體中文) - many others. Now, let's walk through the step-by-step process of uploading attachments in Precoro. You have three options to choose from: 1. **Via Precoro inbox email**: This is a dedicated email address to which your suppliers can send invoices. Once sent, Precoro will automatically scan and upload them as drafts to your AP Inbox where you can track their processing status. To get the email address, click the "**Upload Through Email**" button at the top of the AP Inbox page and share it with your suppliers. Suppliers can also send a vendor portal link, a cloud storage link, a CSV file, or plain text in the email body. The [AI Agent for Invoice Extraction](https://help.precoro.com/ai-agent-for-invoice-extraction?hsLang=en) picks it up and prepares it for the AP Inbox automatically. **💡 Tip**: If you have multiple companies in Precoro with different emails where suppliers send invoices, you can set up auto-forwarding to the shared email on the AP Inbox page. This way, all documents will be sent to all AP inboxes at once. [![email-1](https://help.precoro.com/hs-fs/hubfs/email-1.jpg?width=644&height=335&name=email-1.jpg)](https://help.precoro.com/hubfs/email-1.jpg?hsLang=en) 2. **Via the AP Inbox page:** Alternatively, you can upload invoices directly to the AP Inbox. Simply click the **Upload Attachment** button, select the document, and it will be processed for AI recognition. [![ap-inbox](https://help.precoro.com/hs-fs/hubfs/ap-inbox.jpg?width=644&height=335&name=ap-inbox.jpg)](https://help.precoro.com/hubfs/ap-inbox.jpg?hsLang=en) 3. **Via the Invoices page**: Go to the Invoices page, click **Add Invoice with AI**, enter the required CFD information, attach the document, and click **Create** to begin processing. [![invoices-page](https://help.precoro.com/hs-fs/hubfs/invoices-page.jpg?width=670&height=335&name=invoices-page.jpg)](https://help.precoro.com/hubfs/invoices-page.jpg?hsLang=en) ### How to Track Document Queue and Statuses You can easily track the status of AI-processed documents in two places: - On the AP Inbox page. - On the AP Inbox Documents page. You can find it by clicking the **AP Inbox Documents** button on the top panel of the Invoices page. Here's what each status means: | **Processing** | The document is being processed and may take a few hours. During this time, you can either reject the document (which will move it to Canceled) or delete it completely. | | --- | --- | | **Draft** | Once the document is processed, you'll receive an email notification and can take further action. You can create an invoice, reject the document (which will mark it as Canceled), or delete it. A warning icon next to **Draft** means Precoro detected a possible amount discrepancy. See [Amount Discrepancy Warnings](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation#amount-discrepancies-warnings). | | **Completed** | An invoice has been created for the document. You can view it by clicking the Related Documents link. | | **Canceled** | If a document is canceled, you can resend it for AI recognition or delete it. Hover over the status to see who canceled the document. | | **Duplicated** | Click on this status to view the document that has already been created. | | **Unable to Process** | The document couldn't continue through standard AI invoice processing. It can happen when the file isn't recognized as aninvoice or a credit note, or when the document can't be processed automatically. For documents with the Unable to process status, click **Resend** to try processing the document again. Learn more [here](https://help.precoro.com/how-to-manage-documents-in-ap-inbox#ap-inbox-column:~:text=documents%20with%20the-,Unable%20to%20process%20status,-%2C%20click%20Resend%20to). | | **Paid Limit Exceeded** | If you’ve reached your processing limit, go to the Billing page to add funds, or contact your admin for assistance. | If your company runs out of AP credits, the **Paid Limit Exceeded** banner appears in the **AP Inbox**. Users with the **Configuration** role can click **Buy more** to open Billing and purchase additional AP credits. Users without this role will see the button as inactive and should contact their company administrator. [![limit-exceeded](https://help.precoro.com/hs-fs/hubfs/limit-exceeded.jpg?width=670&height=210&name=limit-exceeded.jpg)](https://help.precoro.com/hubfs/limit-exceeded.jpg?hsLang=en)   **💡Tip**: When working with Intelligent AP Automation, you can resize the split screen with the attachment to your preferred size. Additionally, you can select and copy the information directly from the file to move important data quicker. ### Supplier Recognition with AP Automation When no supplier is preselected, Precoro uses AI to compare extracted invoice details (such as name, phone, tax ID, email, and address) against your supplier list. This comparison happens securely within the system to suggest the most relevant match. If multiple matches are possible, Precoro automatically applies additional checks—including tax ID, phone, and email—to finalize the selection. If AI cannot confidently identify a match, no supplier is assigned, and you'll be able to manually add them under the **Identified Supplier** field on the AP Inbox page. [![identified-suppliers](https://help.precoro.com/hs-fs/hubfs/identified-suppliers.png?width=670&height=380&name=identified-suppliers.png)](https://help.precoro.com/hubfs/identified-suppliers.png?hsLang=en) The auto-fill supplier feature works on: - The AP Inbox page - The Invoice creation page - The Invoice from PO creation page When you add a new supplier to Precoro—whether manually, through an import, or via invitation—the "**Enter Invoice as One Line**" setting (if enabled in your Intelligent AP Automation configuration) will automatically apply. This means that when you process an invoice from that supplier, all items will be combined into one line instead of being listed separately. This is helpful for invoices that don’t need detailed itemization. ### Item Recognition with AP Automation AI recognition simplifies invoice processing by automatically capturing item information from your invoices. Depending on your preferred settings, the document can be processed in either **One-Line mode or Multi-Line mode**. #### One-Line Mode In One-Line mode, all items on the invoice are combined into a single line item. The total amount of the invoice is displayed as the item amount, and the invoice name is used as the item description.  - **When to use it**: This mode works best for invoices where item-level detail isn’t necessary, such as service invoices or consolidated billing. - **How it works**: For example, if your invoice is titled Invoice192.pdf, the system will create one item labeled Invoice192.pdf and will set the total amount of the invoice as the value. [![one-line-invoice](https://help.precoro.com/hs-fs/hubfs/one-line-invoice.png?width=670&height=348&name=one-line-invoice.png)](https://help.precoro.com/hubfs/one-line-invoice.png?hsLang=en) To activate:  1. Go to the Intelligent AP Automation configuration. Here are the links to specific servers: [US server link](https://app.precoro.us/ocr/configuration) or [EU server link](https://app.precoro.com/ocr/configuration). 2. Check the **Enter Invoice as one line** setting. 3. Save the changes. [![enter-invoice-as-one-line](https://help.precoro.com/hs-fs/hubfs/enter-invoice-as-one-line.jpg?width=670&height=362&name=enter-invoice-as-one-line.jpg)](https://help.precoro.com/hubfs/enter-invoice-as-one-line.jpg?hsLang=en) Alternatively, activate the feature for a specific supplier by editing their profile and checking the Enter Invoice as one-line box. [![invoice-as-one-line-supplier-card](https://help.precoro.com/hs-fs/hubfs/invoice-as-one-line-supplier-card.png?width=670&height=328&name=invoice-as-one-line-supplier-card.png)](https://help.precoro.com/hubfs/invoice-as-one-line-supplier-card.png?hsLang=en) **✍️ Note:** This setting also applies to credit notes processed through AP Inbox. A credit note entered as one line can only be matched to an invoice that is also entered as one line. For more details, see [How to Add Credit Notes to an Invoice with Intelligent AP Automation.](https://help.precoro.com/how-to-add-credit-notes-to-an-invoice-with-intelligent-ap-automation#faq) #### Multi-Line Mode In Multi-Line mode, AI will break down invoices into individual items, even if the invoice contains 50 or more line items. This feature is applied automatically to all invoices unless you activate the Single Line mode. - **When to use it**: Use this mode when you need each item listed separately in an invoice and matched with the corresponding items in a PO. - **How it works**: Precoro's AI processes each item individually, extracting key details like descriptions, quantities, unit prices, and total costs for precise matching.   **✍️ Note**: If an invoice contains items with a zero quantity, these items are removed from the document to prevent unnecessary matching with POs. Additionally, if an item is missing a description, the invoice title (e.g., Invoice192.pdf) will be used as the item name, but this can easily be edited during the invoice creation process. #### Amount Discrepancy Warnings Some documents have specifics that affect how AI recognizes amounts, for example, unusual rounding. Precoro creates the draft right away and flags it for you to check: - In **AP Inbox**, a warning icon appears next to the **Draft** status. Hover over it to see the details. - On the **Add Invoice** page, a warning above the invoice details points out the possible amount discrepancy. Compare the amounts with the document preview on the left. If they don't match, correct them manually or click **Fix Recognition** to send feedback. #### Improve Recognition for Documents If AI recognized document details incorrectly, you can send feedback directly from the document using the **Fix Recognition** button. You're able to send the feedback in 3 ways: Option 1. In the attachment list. - Open the AP Inbox and choose the document in **Draft** status. - In the **Action** column, click the More Actions icon (three vertical dots) next to the draft. - Select **Fix Recognition** from the drop-down menu. - Describe what AI recognized incorrectly and submit your comment. Option 2. When creating a standard invoice. - Open the AP Inbox and find your document in **Draft** status. - In the **Action** column, click the **+** icon next to the document. - Select **Standard Invoice** from the drop-down menu. - On the **Add Invoice** page that opens or directly within the Invoice Draft, click the **Fix Recognition** button. - Describe what AI recognized incorrectly and submit your comment. Option 3. From a PO-based invoice draft. - Open the **Invoice from PO** that is currently in **Draft** status. - Click **Fix Recognition** on the invoice document page. - Describe what AI recognized incorrectly and submit your comment.   **✍️ Note:** An empty comment can't be submitted—add a few words about what went wrong before sending. ### Can’t Find a Feature? Suggest It in Our Roadmap If you know a feature that would make working with Precoro easier, it may be in development or waiting to be requested. To see what's in store, please check out our [Open Product Roadmap.](https://roadmap.precoro.com/roadmap) There, you can: - See what’s planned and in progress - Upvote ideas that matter to you - Leave comments to share your use case - Subscribe to announcements and follow relevant ideas - Submit new feature requests To get started: 1. Review existing ideas and upvote the ones that you find helpful. 2. Log in or sign up using your business email to access full functionality. 3. 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