On the Smartflow configuration form for vendors, there is a Touchless option at the bottom.

Touchless means that the invoice can pass without manual handling when the accuracy of the coding is sufficiently high. By default, when Smartflow is activated, the New invocie review step is selected, and you can choose whether invoices from a specific vendor should proceed without any manual handling.

New invoice review

Invoices are coded and then remain in New invocie review for manual addressing.

Even if the company's default setting is for New invocie review to be disabled (and invoices have therefore previously gone directly into the flow if a suggested recipient was found), Genie's Touchless settings will override that parameter.

The default setting is set this way so that you, as the administrator, can check Genie's coding before it is sent to users and past any preliminary posting.

When you see that the selected vendor can go directly to reviewer/approver, you can set this at the vendor level in the Genie form as described above.

Review

If the coding is correct, the invoice is sent directly to the person who is to review it. If the invoice has a difference, the handling is controlled by the underlying settings in Admin and works in the same way as a coding suggesstion with incomplete coding would have been handled.

Approval

When the coding is correct and Approval is activated in Touchless, the invoice is sent directly to approval. In this mode, SYSTEM is set as the review signature on all coding rows, which means that the invoice does not pass any manual review before approval.

If there are several possible approvers linked to the invoice, it is sent to all of them at the same time, provided that there are no more than five people. This allows approval to take place without unnecessary delays. However, if there are more than five possible approvers, the invoice gets stuck in New invocie review, where an approver must be selected manually before it can be forwarded.

Touchless without Capture

If you do not interpret your invoices via Capture and therefore cannot use Smartflow coding, you can still use Touchless. Set Activate Smartflow to No for the vendor, and Genie Smartflow will not suggest coding - if Touchless is then Review or Approval, the invoice can still go to the reviewer or, if SYSTEM-reviewed, directly to approval.