Adjustments to circulation groups
The idea of the “Alternative with circulation” process is that the accountant/accounts receivable clerk processes the invoices in FabricAI as far as possible, at the same time assigns the invoice to the correct circulation, and when the client accepts the invoice, they transfer it to the ledger. In the Standard process it has been important that the FabricAI user is on the last step of the circulation group, but in this process it is important that the FabricAI user is not on the steps of the circulation groups. The FabricAI portal replaces the “In entry” phase in Fivaldi, from which the invoice is sent to circulation and all the way to the ledger after FabricAI processing without the accounting firm’s user. There is no technical harm if the FabricAI user is also left on the last step of the circulation group, but it means the invoice has to be processed twice, which is not optimal. Note! In the last section of this article you can find examples of how circulation groups can be built in Fivaldi.

Removing earlier circulation automations
If you have previously directed invoices to the correct circulations for example from the supplier settings in Fivaldi, we recommend removing such rules. If the invoice is already in circulation in Fivaldi at the point when it is completed and sent again to circulation in the FabricAI portal, the invoice will end up failed. Check the following items in the Fivaldi circulation group settings:
a. The option circled in red in this image must not be selected:

b. Make sure that no circulation group has been defined for the supplier, i.e. the settings in this respect match this image:

Complete the client’s invoices “clean” in the FabricAI portal

Change the process to “Alternative with circulation”
You can change the process yourself in the FabricAI portal under the Organization tab in the Clients menu.
From this point on, invoices will no longer be proposed for posting in Fivaldi; instead, invoices will appear in FabricAI immediately upon arrival and can be processed from there to Fivaldi into circulation as completed
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When invoices start to appear in the FabricAI portal according to the new process, there may be invoices among them that have already been sent to circulation earlier. We recommend removing these invoices from FabricAI and transferring them to the ledger in Fivaldi yourself after approval

Automate bringing circulation lists to invoices in FabricAI
We recommend setting the most common circulation under the “Organization” tab for the client.
In addition, we recommend using the “Help AI” feature, which allows you to direct circulations more precisely based on, for example, the supplier, invoice total, dimension, or combinations of these. Read more about the feature here.

Adjustments to circulation groups
The idea of the “Alternative with circulation” process is that the accountant/accounts receivable clerk processes the invoices in FabricAI as far as possible, at the same time assigns the invoice to the correct circulation, and when the client accepts the invoice, they transfer it to the ledger. In the Standard process it has been important that the FabricAI user is on the last step of the circulation group, but in this process it is important that the FabricAI user is moved/added to the first step of the circulation groups/default circulation group so that invoice processing is also possible in Fivaldi if needed. There is no technical harm if the FabricAI user is also left on the last step of the circulation group, but it means the invoice has to be processed twice, which is not optimal. Note! In the last section of this article you can find examples of how circulation groups can be built in Fivaldi.

Removing earlier circulation automations
If you have previously directed invoices to the correct circulations for example from the supplier settings in Fivaldi, we recommend removing such rules. If the invoice is already in circulation in Fivaldi at the point when it is completed and sent again to circulation in the FabricAI portal, the invoice will end up failed. Check the following items in the Fivaldi circulation group settings:
a. The option circled in red in this image must not be selected:

b. Make sure that no circulation group has been defined for the supplier, i.e. the settings in this respect match this image:

Set/change the process to “Alternative with circulation”
a. If the client has been in the background in FabricAI, you can change the process yourself in the FabricAI portal under the Organization tab in the Clients menu.
From this point on, invoices will no longer be proposed for posting in Fivaldi; instead, invoices will appear in FabricAI immediately upon arrival and can be processed from there to Fivaldi into circulation as completed. NOTE! Do not be confused by invoices in the “Completed” status; these are invoices that have previously been proposed for posting to Fivaldi. Also remember to process invoices that have previously arrived in Fivaldi normally in Fivaldi.
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b. If the client has not used FabricAI at all, make sure that you select “Alternative with circulation” as the client’s process in the connection form

Automate bringing circulation lists to invoices
We recommend setting the most common circulation under the “Organization” tab for the client.
In addition, we recommend using the “Help AI” feature, which allows you to direct circulations more precisely based on, for example, the supplier, invoice total, dimension, or combinations of these. Read more about the feature here.

With this setting, the client accepts the invoice and moves it to the ledger in the same step: