Aim Overview
What is AIM?
AIM or Agility Invoice Management is an application that will automatically input the invoices you receive into Agility for you
FAQ :
How does it work?
The
program will scan over your invoice inbox, select the invoices from the
list of suppliers that you have created a configuration for (more on
this later), scan over the document and put the relevant details into
Agility for you.
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.