- If the Netvisor's rebilling/reselling tool is used with the accounting firm's own purchase invoices, your own environment must be connected to FabricAI in the Alternative process for the tool to work correctly. In addition, invoices where the tool is utilized must be removed from the FabricAI portal and posted on the Netvisor side.
- Recording VAT in the FabricAI portal: VAT% is always 0% for all other VAT statuses except KOOS
- Also, for partial VAT deduction, utilize the VAT deduction percent
- There is no need to split lines in the FabricAI portal when using dimensions
- Due to the Netvisor interface, removing dimension information (cost center, calculation target) completely in the FabricAI portal does not work. Read more here.
- If your client utilizes Severa, read this guide.
The impact of Netvisor's automations on FabricAI's operation: - FabricAI does not override Netvisor's default postings unless the AI is over 80% confident in its prediction.
- FabricAI never overrides Netvisor's default dimensions
- FabricAI overrides AutoSuggest
- The invoice date automation set in Netvisor may cause issues with FabricAI's functionality
- Automatic acceptance should not affect FabricAI's functionality
Unchecked postings view in Netvisor:
- We recommend that clients whose invoices are processed in the FabricAI portal do not follow the "unchecked postings" view in Netvisor. This view does not stay up to date when invoices are completed in FabricAI.
- In the standard process, invoices reset after FabricAI completion, but various actions on the invoice can raise it back to unchecked postings.
Additionally: see here for how we recommend setting up a Netvisor client before using FabricAI.
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.
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