Check that the client has the “Do not import Finvoice accounting rows” setting inactive for incoming e-invoices in Fivaldi
If the AI is less than 80% certain of the prediction, and Fivaldi's own automation is found (i.e., default account or calculation target), no prediction is made
If the client's settings require an export type for the balance sheet account or a calculation target / dimension for an account, remember to add them in the portal. Otherwise, the invoice will go to failed status
If the client is non-VAT or partially VAT liable, this can be automated in the FabricAI portal (guide here). Partial VAT can also be implemented with Fivaldi's tracking target
Accrual should always be done to balance sheet account 1849
In what situations does using the FabricAI portal require extra attention?
Invoice data is very incomplete, does not automatically include, for example:
Due date
Reference number
Only paper invoices
Large portion of invoices from abroad
Cash discounts are not correctly read from the invoice data and the share of these invoices is significant (read more about cash discounts here)
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.