SquareWorks Automate
SquareWorks HomeSupportRelease Notes
  • 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 Features

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Last updated 6 months ago

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The features below are included within SquareWorks' .

Additional Features

Automate AP Automation Suite

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

Invoice AI

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

Payment Automation

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

Release Notes

Stay up to date with the latest new features, changes and fixes available for the Automate platform

Vendor Request
Journal Reversal