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Additional Tips & Best Practices

  • Upload only vendor invoices, credit memos, and statements. Avoid miscellaneous documents that can confuse vendor recognition and matching.
  • Make PO = RO when possible to enable accurate part-to-RO tracking and leak detection.
  • Upload credit memos over return slips when feasible — credits are the accounting action that matters for refunds; return slips vary widely and can confuse automated parsing.
  • Use Custom Reports + Ask Navigator: build reports to generate lists and then use Ask Navigator to analyze trends and ask higher-level questions about the results.