The Eye Help Center

Best Practices and Requirements Guide for Sending Vouchers via Email to DigitAI

This article details the best practices and technical requirements for sending vouchers via email to DigitAI, ensuring successful and error-free ingestion. Learn how to avoid common issues related to formats, resolution, and email structure.

How DigitAI Manages Cost Centers Extracted from Folders for ERP Export

This guide explains how DigitAI processes cost centers extracted from folder structures for ERP export. Understanding this logic is crucial for correct configuration and to avoid inconsistencies in the destination system.

How to Adjust Rounding and Internal Tax Discrepancies Before ERP Export

This article explains how to resolve cent differences in DigitAI invoices that prevent correct ERP import, addressing rounding and perception adjustments.

How to Configure Application Access to SharePoint for DigitAI

This guide details the steps required to configure application access to SharePoint, enabling DigitAI solutions to process documents. It includes generating credentials and preparing the folder structure.

How to Manage and Reclassify Vouchers Marked as 'Invalid' in DigitAI

Learn how to identify, understand the causes, and manually reclassify vouchers marked as 'Invalid' in DigitAI to ensure continuous document processing.

How to Optimize Bank Reconciliation in SAP with AI and Advanced Rules

This article explains how The Eye's Reconciliations enhances bank reconciliation in SAP, overcoming the limitations of native methods with artificial intelligence and advanced rules to handle high volumes and complex descriptions.

How to Perform a Bank Reconciliation Step-by-Step: Methods and Template

Bank reconciliation is essential for the financial health of any business. This guide explains its definition, common discrepancies, and a step-by-step process, including when to automate with The Eye's Reconciliations.

How to Reconcile Invoices with Purchase Orders (PO) in DigitAI

Learn how to use the invoice reconciliation flow with Purchase Orders (PO) in DigitAI. This guide will help you understand the process, identify pending items, and resolve common issues.

How to Reconcile a PDF Bank Statement with AI

Banks often provide statements in PDF, making manual reconciliation with ERP systems costly and time-consuming. The Eye's AI automates this process by extracting and structuring data from PDFs for efficient reconciliation.

How to Register and Activate Your Account on The Eye Platform

When an administrator invites you to The Eye platform, you need to complete an initial registration process to activate your account. This guide will help you follow the steps correctly and access it without issues.

How to Replace Invoice Items with an Excel File in DigitAI

Learn how to use the 'FROM EXCEL' functionality in DigitAI to replace or complement invoice items, automating reconciliation with products in DEBO and improving data accuracy.

How to Resolve Unprocessed Invoices Due to Exceeded File Size in DigitAI

If your invoices are not being automatically processed in DigitAI due to voluminous attachments, this guide will help you identify the cause and apply the appropriate solutions. Ensure the correct digitization of your documents by adjusting PDF file sizes.

How to Review and Analyze a Bank Reconciliation in The Eye Reconciliations

To audit a bank reconciliation in The Eye Reconciliations, navigate to the History menu, select the corresponding bank account and period, and click 'View details' from the actions menu to examine match rates, unconciled items, and export accounting entries.

How to Save Changes and Submit Invoices in DigitAI

Learn how to correctly save your invoice modifications and submit them for final processing in DigitAI, preventing data loss and ensuring workflow continuity.

How to Verify and Unlock Invoices with CAE or AFIP Validation Errors in DigitAI

This guide details the steps to identify and resolve CAE or AFIP validation errors in invoices within DigitAI, allowing for their unlocking and proper processing.

How to automate bank reconciliation with Interbanking and your ERP

Learn how to optimize the bank reconciliation process between Interbanking and your ERP system, reducing the time and errors associated with manual management.

How to customize columns in the Processed Documents view

Learn how to adjust the visible columns in the Processed Documents section to optimize your workflow and display only relevant information. This guide will help you efficiently configure your view.

How to find a document batch in DigitAI

This article explains how to locate document batches in DigitAI, addressing common issues like incorrect filters or wrong project contexts. Follow these steps to diagnose and resolve batch visibility problems.

How to manage user roles and approval permissions in Approvals

Comprehensive guide for administrators on configuring user roles (Member.role) and permissions in Approvals. Learn how to manage access in IAM, differentiate operational cancellation permissions, and configure temporary approval delegations.

How to select the correct bank account for reconciliation in Reconciliations

Learn how to prevent reconciliation errors caused by incorrect automatic bank account selection. This guide will help you ensure the correct account is always processed.

User and Membership Management in DigitAI

Step-by-step guide for administrators to onboard team members, manage roles and project memberships, and deactivate users to release seats in DigitAI.

Why a voucher remains in 'Under Review' status and how to resolve it

This guide explains the common reasons why a voucher remains in 'Under Review' status in the DigitAI platform and provides steps to diagnose and resolve these issues, allowing the automatic flow to the ERP to resume.