Prime Getting started - EMEA

General concepts

• Getting Started - General concepts
• How to create a new user in Rillion Prime
• How to create a new role in Rillion Prime
• Manage permissions
• Create favourite dimensions and accounts o...
• FAQ - General concepts

Invoice log

• Getting started - Improve the automation i...
• Create reference match rules in Rillion Prime
• Handle non-banking days in Rillion Prime
• FAQ - Invoice log

Reference matching

• Getting started - Reference matching
• How to add a reference in Rillion Prime
• Create reference match rules in Rillion Prime
• Create a Dynamic Flow rule in Rillion Prime
• How to create an account posting proposal ...
• How to create a flow proposal in Rillion P...
• How to use Default values and Captured Ref...
• Create a Rule-based Flow Auxiliary
• Create reference match rules in Rillion Prime
• FAQ - Reference matching

AI - Account coding & Workflow

• Getting started with AI
• How to activate AI on a Company
• How to disable AI for a specific supplier
• How to use the matching type Manual AI mat...
• Adjusting an AI-suggested Account Coding
• Adjusting the AI-suggested Flow
• Searching for AI coded invoices
• Settings on Company
• Set up automatic AI matching - Company con...
• FAQ - AI

Analytics and Reports

• Getting started - Analytics and Reports
• Spend Report
• View Successful Flows
• Move active invoices from a role
• FAQ - Analytics and reports

Analytics - Improve AP automation

• Getting started with improving AP automation
• View Successful Account Coding
• View Successful Flows
• Touchless invoices
• View share of E-Invoices
• View Successful Supplier matching
• FAQ - Analytics

Improve automation with 10 largest vendors

• Getting started with top 10 vendors
• Analyze Account Posting Lines in Rillion P...
• Troubleshoot vendor recognition issues
• How to create an account posting proposal ...
• FAQ - Top 10 Vendors

Contracts

• Getting started with Contracts
• Activation settings for Contracts
• Identify contract candidates
• Set up a contract for budget matching
• Handle an invoice matched to a contract in...
• Handle a contract in My tasks/Contract
• Manually match invoices to contracts
• Deactivate a contract
• Categorizing a contract
• FAQ - Contracts

Purchase Order Matching

• Getting started - Purchase Order Matching
• Purchase order matching - Exception & ...
• Configure accepted tolerance and extra cha...
• How to configure validation of purchase or...
• FAQ - PO-matching

Buyer

• Getting started - Buyer
• Create a free text requisition
• Create an Item and make a requisition
• Set up Item Type and update Vendor card
• FAQ - Buyer

Activate a new company

• Getting started - Activate a new company
• Setting up a new company in Rillion Prime
• FAQ - Activate a new company