Accrualify has a few different AI and machine learning features built into the Accrual Module to help you better stay on top of your monthly and quarterly accruals.
System Recommended Vendors
The first feature we will go over is the system recommended vendors. After you have created a campaign and are in the campaign detail page, you may have noticed the suggested vendors at the top of the requests grid.
Accrualify recommends these vendors based on your historical data, past accrual campaigns, open PO balances, and a few other criteria. This feature is meant to ensure you are getting all the requests you need.
If you click on one of the suggested vendor pills at the top, it will add that vendor to the campaign so you can send them an accrual estimate request.
System Generated Accruals
The second feature we will discuss is the system generated accruals. If you have added a vendor to a campaign with past estimate submissions, the Accrualify system will create an accrual estimate based off of that data, as well as any PO data, previous invoicing data, and more.
System generated accruals are denoted by an icon () to the right of an accrual reference number.
A system generated accrual is considered draft until it is approved by an admin. To approve a system generated accrual estimate, the admin will just need to click on the green check mark
() in the actions column of the grid.
If the admin doesn't approve of the system generated estimate, they can edit the accrual estimate in the detail screen and save from there. Or, they can delete the draft accrual to then be able to send a request to an accrual manager.
You can turn these features on and off in the company default settings. To do so, go to Settings from the drop down menu on your avatar to the top right. Click on the "Company Defaults" button at the top to open the modal menu.
To activate the AI and machine learning features, ensure the "Advanced Auto Scheduling" is activated. If you do not want these features on, simply keep the box unchecked.
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