AIM - Editor Guide

Editor Guide

NOTE : All data shown in this is fabricated for testing purposes

AIM Editor is the desktop application that allows you to manage your Automated Invoice templates. This guide will help you learn how to use the program

New AIM Config

Step 1

Launch AIM Editor and select a recent PDF Invoice of the supplier you wish to setup

Step 2

Once opened, press "New Configuration", locate and bind the pre existing supplier information from Agility with the "Supplier ID" Dropdown found on the right side

Step 3

After that. Click on one of the values on the left side. We should start with "Purchase order number", click that and then head over to the invoice side of the screen, drag a box over the area that shows the purchase order number (carefully! as we want to avoid spilling!) Until a value appears in that area

Step 4

Do this for the rest of the boxes until you arrive at "Line" Note : If freight charges don't apply to this invoice, click the toggle on field to turn them off.

Step 5

Once we've arrived at lines we will start telling the program where the lines are and what values to pluck from them. We must be careful on  this step, as if we are too generous or not generous enough with the line spacing, the program may miss decimal places with pricing!

Once we've drawn the outline of the line. We want to press the small pencil button on the right side.

Step 6

Similar to the last steps, we want to outline the areas that the data will arrive in. Make sure to be as generous as possible, while being careful of decimal places. As some things can be longer in text than the example you're using

Please note, as this very real supplier doesn't use units or barcodes on their invoice. We want to toggle the setting to avoid looking for those, forgetting this will break the program! Note the colour of the toggle.
White - On

Grey - Off

Step 7

After we're finished. We want to press the tick mark to confirm we're happy with the outlines we've made. This will return us to the main page.

We then want to increase the amount of possible lines on the page. Make sure to make it the maximum amount as to not miss any lines. Play around with the "Lines per page" value until all lines are covered

Step 8

Once that's done, congrats! You've made your first AIM Template. Before hitting save, if you want to immediately make this supplier active in the AIM Engine, 2 things will need to be done.

- The "Automatic Invoice Processing Live" setting in Agility Pro.

- "Is Configuration Active" within AIMEditor.

Step 9

After that, just hit save! You're all finished.

NOTE : Please do not press "process" after saving. This may cause issues on the server side as AIM runs on a timed schedule.

Existing AIM Config

Editing an Existing AIM Config is as easy if not easier than making a new one!

Step 1

Locate an invoice you would like to use to update the template and load it in the AIMEditor

Step 2

Press "Load Configuration" on the right side, this will take you to the directory that stores all the existing templates. Select the one that matches the supplier code within Agility Pro.

Step 3

And you're done! What you do next is up to you. However, similar to the last step, after you save please do not press "Process" as this may cause issues within AIM on the server end.

If you have any issues, feedback or queries regarding AIM, please feel free to get in touch with us via our HelpDesk

• Related Articles

• AIM - Supplier Invoice Suitability

  Introduction The AIM Software is designed to read supplier invoices. There are several key things that must be met for invoices to be successfully read. This article explains what to look for in a suppliers invoice, to determine if it is suitable. If ...

• AIM - Overview

  Aim Overview What is AIM? AIM or Agility Invoice Management is an application that is able to scan a PDF for Invoice data automatically. FAQ : How does it work? Using templates that you, or other AIM users have created, it will scan over a PDF and ...

• Purchases - AIM Transactions

  INTRODUCTION When an an invoice (direct or from the buying group) has been received and processed, it will appear on the AIM transaction screen. AIM Transactions Purchases > Invoices and Credit Notes > AIM Transactions User ID - Enter ID. The user ID ...

• AIM - Setting up a supplier

  Introduction Before setting up a suppliers, you must decide. Is that supplier to be handled though the buying group OR independently. This article will cover both. Setting up a supplier When setting up a supplier for aim, you will need to do the ...

• AIM - Template Repository

  AIM - Template Repository In this article, we will be introducing you to the new AIM Template Repository, how it works and if you are interested, how to submit your templates for others to use (and what Suppliers we currently support!) Overview The ...