Set up AI Document Capture

To use AI Document Capture, you need to connect it to your company.1 AI Document Capture requires an active Sage 50 subscription.

Connect to AI Document Capture

You can connect your company to AI Document Capture in one of three ways:

• In the Home window, click Apps & Services on the navigation pane. On the AI Document Capture tile, click Connect.
• Go to File > AI Document Capture > Connect to AI Document Capture.
• In the Home window, click Vendors & Purchases on the navigation pane. Click the AI Document Capture icon.

During the connection process, your vendor list in Sage 50 will sync with AI Document Capture to help improve the accuracy of vendor matches when generating transactions. You can sync vendors manually at any time by going to File > AI Document Capture > Sync vendors.

After you connect, AI Document Capture automatically opens.

Disconnect from AI Document Capture

You can disconnect your company from AI Document Capture in one of two ways:

• In the Home window, click Apps & Services on the navigation pane. On the AI Document Capture tile, click Manage service > Disconnect.
• Go to File > AI Document Capture > Disconnect AI Document Capture.