AR Automation Pricing

FAQ

1. Problem - Split invoice across multiple AFE

Put AFEs in subject line of the email and we will split each line item evenly across all AFEs. If the % split is different per AFE, then we can do that too.

2. Problem - Different Cost codes per line item

Look for CC pattern in text of description and then pull out and apply in open invoice.

3. Problem - Invoice or Ticket missing unit of measure or part number for submissions with a Price Book or Rate Sheet

We create a google sheet and map the data that we do receive to the downloaded Rate Sheet so we can look up the correct Part number, description and unit of measure.

4. Problem - Letter in AFE or Project ID delineates the Price book name

We create a mapping for each character to the right Price Book name

For Example AFE: 234FGG45

Gets mapped to “Permian Basin Price Book”

5. Problem - Buyer uses both Open Ticket and Open invoice for different departments

We parse the PDF for certain indicators such as text in the notes field such as “Open Ticket” or the lack of a Department and route the transaction to the right ecommerce destination.