AP Documents from PDFs: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for recognizing AP documents from PDF files, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you start recognizing AP documents from PDF files, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form |
Make sure that the Document Recognition Service feature has been enabled. Attention: The feature is not available in trial mode
and can be enabled only if it is included in the license that is
applied to the MYOB Advanced instance.
|
| System Email Accounts (SM204002) form |
Make sure that a system email account is created with incoming mail processing activated and the Submit to Incoming Documents check box selected on the Incoming Mail Processing tab. Attention: This configuration is needed only if you want
automatically submit PDF attachments of incoming emails for
recognition.
|
| Rebuild Full-Text Entity Index (SM209500) form | Rebuild search indexes before you start using the Document Recognition Service feature. For details, see Building Search Indexes. |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you perform instructions similar to those described in AP Documents from PDFs: Process Activity.