AIM - Overview

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 link the information to your Agility Pro Purchase Orders.

Are there any requirements?

- Agility Professional
Yes! You will need to be updated to a newer version of Agility (the latest the better!) additionally you will need to make sure the suppliers you want to automatically process don't have moving invoices! (so the program can scan it without issues)

- Email Inbox
 A Microsoft email address is required to receive the supplier invoices. Any suppliers for AIM must send their purchase invoices to this address. The AIM software connects to the email inbox, downloads the invoices and then reads them. Once you have this email address setup, please send us the address and password. 

Articles

Below are articles relevant to AIM, how to set it up and how to manage it. Please use the below articles as a sort of step by step program. If you follow it from top to bottom, then you shouldn't have any issues.

- Checking Supplier Suitability
- Setting up a Supplier for AIM
https://agility.zohodesk.com/portal/en/kb/articles/aim-setting-up-a-supplier
- Using AIM Editor to read an invoice
https://agility.zohodesk.com/portal/en/kb/articles/aim-editor-guide-2-3-2023
- Viewing invoices on Agility Pro
https://agility.zohodesk.com/portal/en/kb/articles/purchases-aim-transactions

If you do run into issues. Please feel free to submit a ticket to us! More than happy to help!


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