DeepFlow
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DeepFlow can be used to define rules that can be applied to documents from the inbox. The function must be activated so that DeepFlow can be used.
Apply
For a Flow, you must define when the rule is to be applied.
There are three options for this. Use with:
- Inbox (after analysis)
- Accept & process
- Reject & delete
Condition
Conditions can be defined for the creation of a Flow. Either at least one condition, all conditions or no condition (is always executed) must be fulfilled.
A condition can look like this, for example: Document number | begins with | 004
Action
If the conditions are met, a defined action is executed. For example, tags and/or field values are then set or documents are accepted and processed, etc.
Examples / UseCases
Automated, clear filing system
Flows can be used to automatically set tags per supplier or for each booking year. Setting tags makes it quicker and easier to find documents.
Fully automated document processing
To import receipts into Abacus directly after the analysis, a corresponding Flow can be set up with the “Accept & Process” action. Conditions can also be used to define that, for example vouchers with a total value of more than CHF 100 may not be processed directly.
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