Se also: My first automation rule
- Move Invoice to Another Client
This action moves the invoice from the client it belongs to and transfers it to the desired client. - Set Account Parameters
Here, you set up the desired account parameters for invoices/invoice lines. - Send Email
You can set up automatic email notifications to the supplier (provided you have an email on the supplier card) or to specific individuals. You can also add comments, etc., in the same action. - Configure Supplier Matching
You can specify if SEMINE should match the invoice to the supplier with criteria other than SEMINE's standard, which includes organization number and account number.
We have written an extended article about this feature. - Auto Grouping
Groups item lines based on selected parameters in this action. - Set Supplier
You can assign a specific supplier based on the conditions you have set in the automation. This is typically used when you have a supplier who invoices in two different currencies.
ATTENTION! Changing supplier this way must always be placed before AI. If this action takes place after AI, the next invoice will not receive updated proposals, as AI learning is stored on the supplier in which the invoice is posted. - Cancel Invoice
- Set Invoice Text
Set up automated text fields, such as supplier name, supplier number, and/or invoice text, or a standard text, if desired.
Variables: !!SUPPLIERNAME!! - !!SUPPLIERERPID!! - !!DEBITCREDIT!! - !!INVCRED!!Variables: !!SUPPLIERNAME!! - !!SUPPLIERERPID!! - !!DEBITCREDIT!! - !!INVOICETEXT!! - !!INVCRED!! - Create Comment on Invoice
Adds a header-level comment to the invoice. - Set reinvoicing on Invoice
See: Reinvoicing - Auto Posting
This action generates accounting lines and automatically posts the invoice to ERP. - Remove Invoice Lines Based on Amount
Some suppliers submit invoice lines with a net amount of 0,- which creates extra work for approvers. An automation can be set up here to automatically remove these invoice lines.
Note: The amount threshold used is interpreted as an absolute value, meaning the number applies to both positive and negative net amounts. Thus, a threshold of 0.50 will automatically remove all invoice lines with amounts between -0.50 and +0.50.
- Set Split Key
Select split key to be used. - Write to Activity Log
Adds a point to the activity log to improve tracability after the automations have been executed. - Assign Invoice
Assigns the invoice to a user without activating a workflow on the invoice.
Note: Approvers can only view and comment on the invoice. - Set Do Not Pay Parameter
Marks/unmarks "do not pay" on the invoice automatically. - Set Invoice Flag
Sets a selected flag on the invoice. - Calculate Invoice Probability
- Stop Invoice at Internal Statuses
Halts the invoice at one of the internal statuses so that specific invoices can be reviewed before they proceed to approvers. - Update Invoice and Due Date
An action that updates the invoice or due date. This is often used in cases where suppliers send credit notes without due dates. SEMINE requires a due date to be filled in to post an invoice/credit note. - Create Accounting Lines
This action generates accounting lines as if the user clicks on the Generate AL button. - Set ERP Accounting Method on Invoice
Especially for our Visma.net customers. Semine Connect allows you to post to Visma.net using two different methods.- Create - The invoice arrives in Visma.net as balanced, and changes can be made in Visma.net after it's received from SEMINE.
- Post - The invoice arrives in Visma.net as Open, and the invoice is then posted.
Additionally, you have the option to choose "Default," which selects the posting method set up as the SEMINE Connect standard.
- Automatically Fill Missing Parameters
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