SquareWorks Automate
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  • Automate Documentation
  • Automate Features
    • Accounts Payable Dashboard
    • Advanced Vendor Onboarding
    • Invoice AI
    • Approval Automation
    • Real-Time 3-Way Match
    • Advanced Document Management
    • Advanced Check Printing
    • Payment Automation
    • Expense Accrual Automation
    • Vendor Request
    • Journal Reversal
  • Automate Configuration
    • Setting Up SquareWorks Automate
      • Automate Overview & Prerequisites
      • Install & Link Automate SuiteApp
      • Verify Password Policy & Setup
    • Advanced Vendor Onboarding
      • Installing and Updating the Bundle
      • Configuring Key Settings
      • Roles, Permissions, and Queues
      • Setting Up Onboarding Forms
      • Automation and Follow Ups
    • Advanced Document Management
      • Introduction and Initial Installation
      • Legacy and Standard Settings
      • Working with NetSuite File Cabinet and AWS S3 Storage
    • Accrual Automation
      • Enabling Accrual Automation
      • General Ledger Segmentation
      • Managing Included And Excluded Accounts
      • Bill Custom Date Field
      • Understanding Accrual Types
    • Invoice AI
      • Enabling Invoice AI
      • Advanced Invoice AI Settings
      • Configuring Tax and Freight Capture
      • Configuring Vendor Override Settings
      • Accessing Invoice AI Directions
      • Creating and Scoping New Directions
      • Whole-Invoice Directions: Translation & Page-Range Control
      • Custom Field Extraction with Directions
      • Accessing Invoice AI Rules
      • Creating a New Invoice AI Rule
    • Approval Automation
    • Real-Time 3-Way Match
      • Installing the 3-Way Match Bundle
      • Understanding 3-Way Match Settings
      • Enabling 3-Way Match and Defining Thresholds
      • Managing Variances, Payment Holds, and Overrides
      • Override Settings
    • Advanced Check Printing
    • Payment Automation
      • Implementation Check List
      • Verify Business Entities
    • Vendor Request
    • Journal Reversal
    • Impact of Subscription Cancellation
    • Configure Inbound Invoice Routing
  • Automate FAQs
    • Check Printing and Configuration
      • How can I reprint a check run?
      • How can I change a check number?
      • How can I add another bank account number from an existing bank to print checks?
      • Where does the address come from that’s printed on a check and how can it be changed?
    • ACH Setup and Timing
      • How do you connect to my bank to initiate ACH transactions?
      • Do I have to use a specific bank with Payment Automation?
      • How long does it take for ACH payments to reach a payee?
      • Why is my ACH payment not available for release?
    • ACH Troubleshooting and Reversals
      • What should I do if a payment fails?
      • How can I cancel a pending ACH payment?
      • How can I request an ACH reversal after the payment has processed?
      • Will the balance automatically transfer back to my account after an ACH payment is canceled?
    • Automate Email Handling
      • Why are emails not arriving at my vendor's inbox?
    • Invoice AI Setup and Configuration
      • How do I see the Automate Portlet on my home dashboard?
      • How do I get notified if someone sends in a non-supported attachment to the capture addess?
  • Automate Support
  • Upgrade Process
  • Release Notes
    • Automate 2025.1
    • Automate 2024.2
    • Automate 2024.1
    • Automate 2023.2
    • Automate 2023.1
    • Automate 2022.2
    • Legacy Editions
  • ⚠️Automate Platform Alerts
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Automate Documentation

NextAutomate Features

Last updated 24 days ago

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Automate Features

Automate Support

Automate FAQs

Take NetSuite to the Next Level

Automate Configuration
Release Notes
⚠️Automate Platform Alerts
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upgrade process
mailing list

Accounts Payable Dashboard

Gain insight into your AP process in seconds with pre-configured reports and dashboards

Advanced Vendor Onboarding

Send secure forms to vendors and let NetSuite auto-create or update vendor information

Scale invoice processing with high-accuracy AI that adapts to your vendor formats without manual template setup

Real-Time 3-Way Match​​

Maximize your controls with the most advanced, line-by-line 3-Way Match engine available in NetSuite

Advanced Check Printing​​​

Eliminate pre-printed check stock with the most advanced check printing engine ever built for NetSuite

Advanced Document Management​​​

Simplify how your files are managed in NetSuite with drag-and-drop, split screen views and enhanced file security

Approval Automation​​

Automate your approval process for all employees without complicated NetSuite Workflows

Payment Automation

Streamline your accounts payable process with the most efficient and secure way to send payments without leaving NetSuite.

Automate your manual expense accruals to boost productivity, accelerate the close process, and provide the most accurate expense estimates powered by AI.

Upgrade Process

Learn how to prepare for or perform an upgrade to the latest software version

Getting Help

Learn how to get help with technical issues or software configuration support

Check Printing and Configuration

ACH Setup and Timing

ACH Troubleshooting and Reversals

Automate Email Handling

Invoice AI Setup and Configuration
Invoice AI
Expense Accrual Automation
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NetSuite Premium Support

If you don’t have a full-time NetSuite Administrator or you’re simply looking to focus on other priorities, our Premium Support Team will work with you to help you get what you need from NetSuite. You’ll be assigned a primary Functional Consultant that will learn about your team and your company and will assist on an ongoing basis with any NetSuite Administrative requests.

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NetSuite Optimizations

Keep up with changing business demands by leveraging NetSuite in the most effective way possible. SquareWorks’ NetSuite Optimization Projects range from in-depth system health checks to refinement of existing processes to deployment of new functionality. Let our experienced consultants make sure you are getting the most out of your investment in NetSuite.