New Feature: Manage Custom Document Rules ⚙️

You can now easily view, filter, and manage your Custom Document Rules in the Document Rules section of your Ascend AP Settings.

This feature gives you better visibility into which rules are active or inactive, how often they've been used, and when they were last updated.

What’s New

• All your rules in one place
  View a complete list of your Custom Document Rules, including status and usage insights.
• Search and filter
  Find rules by keyword or filter by supplier, company, account number, created date, and more.
• Create or edit Rules
  Build new rules or update existing ones to automatically populate invoice fields based on your criteria.
• Deactivate or reactivate
  Turn rules on or off anytime, and changes take effect immediately.

AP Managers and AP Admin can go to Settings>Document Rules to use this new feature. Learn more ›