How to set up Netvisor client FabricAI-ready

This guide covers the addition of a Netvisor client to the FabricAI portal, when the client is completely new to FabricAI and also when a client is already benefiting from FabricAI predictions using background automation.

1. The client does not have FabricAI in use at all

1. Start by making the API connection in Netvisor and proceed to add the client in the FabricAI portal according to this guide.
2. Ensure that the client's purchase invoice circulation is handled in such a way that the accountant does not need to send invoices for circulation. In practice, this means that the accountant should not be part of Netvisor's circulation lists at all (if the standard or alternative process is selected). If you have chosen an alternative process with circulation where you send invoices for circulation in the FabricAI portal, follow this guide: Preparing for circulation automation in Netvisor.
3. If you want to avoid unnecessary rounding differences on invoices, we recommend setting up rounding difference automation in Netvisor according to this guide.
4. If the client is VAT-exempt or partially VAT-liable, you can add these default settings according to this guide.
5. We recommend removing all processing rules that provide the invoice date from Netvisor to ensure FabricAI can predict accounting information for invoices. FabricAI can also predict the invoice date and accrual, more information about the feature here.

2. The client has FabricAI background automation in use

1. Ensure that the client's purchase invoice circulation is handled in such a way that the accountant does not need to send invoices for circulation. In practice, this means that the accountant should not be part of Netvisor's circulation lists at all (if the standard or alternative process is selected). If you have chosen an alternative process with circulation where you send invoices for circulation in the FabricAI portal, follow this guide: Preparing for circulation automation in Netvisor.
2. Change the client's process in the FabricAI portal according to this guide.
3. If you want to avoid unnecessary rounding differences on invoices, we recommend setting up rounding difference automation in Netvisor according to this guide.
4. If the client is VAT-exempt or partially VAT-liable, you can add these default settings according to this guide.