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
    • 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
    • Advanced Document Management
    • 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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