![]() (These four tiles require that the Vendor invoice automation feature be turned on in Feature management.) In addition, there are the four tiles that are associated with the Vendor invoice automation feature: You can see journals that aren't yet posted and invoices that are on hold. The tiles in the Summary of pending invoices section of the My work view give an overview of the state of your vendor invoices. You can then select a tile in the workspace to go the related page in the selected company. By selecting a different company in the Company field, you can show information for that company on the workspace. By default, the view shows information for the company that you signed in to. The selection in the Company field affects all the information displayed in the workspace. When the Vendor invoice automation feature is turned on, a Company field appears at the top of the workspace. ![]() To view the information that displayed in the workspace, you must have the Accounts payable manager or Accounts payable clerk security role. Go to System administration > Setup > Entity store, and look for Vendor invoice automation measure.Go to General ledger > Currencies > Currency exchange rates, and enter the exchange rates between the transaction currency and the accounting currency, and between the accounting currency and the system currency. ![]() Go to General ledger > Setup > Ledger, and set the Accounting currency and Exchange rate type fields.Go to System administration > Setup > System parameters, and set the System currency and System exchange rate fields.Review the remaining, optional settings, and configure them according to your organization's requirements.If product receipts should automatically be matched, set the Automatically match product receipts to invoices lines option to Yes.Set the Automatically submit imported invoices to workflow option to Yes.For more information, see Setup options for vendor invoice automation. Go to Accounts payable > Setup > Accounts payable parameters, and select the Vendor invoice automation tab.To set up a workflow, go to Accounts payable > Setup > Accounts payable workflows. To ensure that invoices can be processed from beginning to end without requiring manual intervention, set up a vendor invoice workflow.In the Feature management workspace, filter the list to find the Vendor invoice automation feature.You must complete this setup before data can be shown in Power BI visualizations in the Vendor invoice automation workspace. Set up the workspace to show Power BI content ![]() The Analytics - All companies page uses the capabilities of Power BI to show visualizations that are related to vendor invoices. The My work view shows summary tiles, vendor transaction grids, and related vendor information. It includes a My work view and an Analytics - All companies page. The Vendor invoice automation workspace shows information that is related to vendor invoice processing. The vendor invoice information in this workspace is filtered for specific users and is shown in a graphical format. This article explains how to set up the workspace that is related to vendor invoices and that shows the information that is available through Microsoft Power BI. For more information about preview releases, see Service update availability. The content and the functionality are subject to change. Some or all of the functionality noted in this article is available as part of a preview release.
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