Set Up Your Pagero (Digital Invoice) Integration

Ascend integrates with Pagero to bring AP automation to digital invoices in global markets with e-invoicing mandates. Digital invoices benefit from Ascend’s invoice line coding and matching rules.

• Set Up Your Pagero Integration
• Authentication Steps
• Maintaining Your Integration
• Create a Digital Invoice Document Group

Set Up Your Pagero Integration

To process digital invoices in Ascend AP, you must first become a Pagero customer. Within Pagero, you will set up companies and determine which users can access each company.

Every user with access to an individual company within Pagero must connect their account to Ascend AP. This ensures that digital invoices from each company are synced.

Once you've become a Pagero customer:

1. Contact your Ascend AP account manager to set up your integration.
2. Follow the authentication steps.
3. Create your digital invoice document groups and assign invoices.

Authentication Steps

1. Log in to Ascend AP.
2. In the top right, click your initials.
3. Click E-invoicing Login. This takes you to Pagero’s login page.
   
   
   
   
4. Enter your Pagero credentials and click Continue.
   

You will be redirected back to Ascend AP, and your digital invoices will be available in My Invoices.

Maintaining Your Integration

You must renew your Pagero authentication every 3 years using the same authentication steps. New users assigned to a company in Pagero must also follow these steps to ensure Ascend AP receives their documents.

Create a Digital Invoice Document Group

Ascend recommends you set up Document Groups specifically for your digital invoices so you can easily sort and assign them. You can only access digital invoices in your assigned Document Groups, and only user admin can assign document groups to users.

To create a digital invoice document group:

1. From the left sidebar, select Settings > Document Groups.
2. Click Create New Document Group.
3. Enter a Group Name, such as "E-invoices" or "Italian Invoices".
4. Select “invScannedBy” as the Field.
5. Select “Equals” as the Operator.
6. To base your Document Group on more than one condition, click Condition.
   • Select And, Or, or And/Or.
   • Select a Field (such as “Company”), Operator, and Value.
7. When you're finished adding conditions, click Create Group.

Once you’ve set up your integration and created your document groups, you can start processing digital invoices.