An export rule in fileAI is a customizable configuration designed to streamline the exporting of documents, specifically tailored to individual suppliers or vendors.
When setting up an export rule, you can define specific criteria and mappings to govern how documents associated with a particular supplier are exported.
- This includes mapping of account codes, tax rates, and tax types to be associated with the respective supplier bills
- By establishing these mappings, users can ensure consistency and accuracy in financial data across platforms
Essentially, export rules serve as automated guidelines that dictate how information from fileAI is formatted and transferred to external systems, reducing manual effort and minimizing errors. This capability enhances workflow automation, improves data integrity, and fosters smoother collaboration between fileAI and other financial tools or systems used by your organization.
Note:
In order to set up export rules, you would first need to establish a connection between the platform and your system. Once the connection is established, you can navigate to the Export Rules tab to configure the rules for data export