Users & security
+ Invite
Approval tiers
$0 - $500no approval
$500 - $5,000Marie -> Luc
$5,000 ++ general management
Edit tiers
Custom indexes
What the assistant reads on every document - and what search runs on.
VendorPO no.AmountDateProjectExpiry (contracts)+ add an index
Connections
●Email inbox - ap@company.ca (Gmail)checked every 5 minutes
●Acombaentries and payables pushed
●Moneris POSbatch reports
+Add - Office 365, Sage 50, QuickBooks...
Visiade local box - online
Your documents and the assistant stay on your premises. Last cloud sync: 2 minutes ago.
Details