Help Centre
Working with Processed Files
Product Release Notes
Q3 2024
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Processing Files
How documents are processed
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Common Errors
File Inbox
Workspace Menu
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Working with Processed Files
Creating Rules
Error in Processed Files
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
Exporting to Zoho Books
For Accountants
Setting up your firm in fileAI
Expense Claims
Mobile App
Back to home
Help Centre
Working with Processed Files
Product Release Notes
Q3 2024
FAQs
Get Started
About fileAI
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Account Deletion
Uploading Files
Upload Methods
Common Questions
Integration Guides
Mobile App
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Rules
Error in Processed Files
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
Exporting to Zoho Books
For Accountants
Setting up your firm in fileAI
Expense Claims
Mobile App
Working with Processed Files
What are ‘Item Options' and how can I use them?
How do I set up a Matching Rule?
Creating Rules
What is an Export Rule?
Do I have to create an automation rule for every type of document I upload?
What if I haven't set up a rule? Will my document get exported?
Can I set up 2 different rules for the same supplier?
Why do I have two rules for the same supplier? Should I delete one?
I have 2 different suppliers using the same account code. Can I copy rules from one supplier to another supplier?
Can I assign some aspects of the invoice to a different account code but the total to the first account code?
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Error in Processed Files
Why is my Export Rule not applied in my document?
