Document Manager

Reviewing and Approving Items in Documents
clickBACON is designed to help you quickly review and process invoices. When reviewing line items, you may see two different icons: New Item IconĀ  The...
Mon, 22 Sep, 2025 at 12:05 PM
Changing Document Account Category Mapping
While clickBACON AI is highly trained in categorizing items, it may occasionally misclassify them. If you notice that a specific group of items is consisten...
Mon, 22 Sep, 2025 at 12:14 PM
Changing Document Item Mapping Accounts
If someone on your team codes an item to the wrong GL account, you can easily update the coding. Once corrected, all future items will automatically be asso...
Mon, 22 Sep, 2025 at 12:21 PM
R365 Processing Error Codes
When processing documents with R365, you may encounter errors. Below are the most common ones and what they mean. 101100: The vendor record is either mi...
Tue, 23 Sep, 2025 at 4:48 PM
Tax and Fee Distribution for R365 Members
The options for tax and fee distribution depends on whether you have chosen ACCOUNT or ITEM as your push type. If you want high-level GL postings, choose AC...
Tue, 23 Sep, 2025 at 3:56 PM