Nimbello's Pre-processing Rules

Enhancing Accuracy and Efficiency in Your AP Process

Nimbello offers extensive automation features designed to save you time and enhance accuracy in your accounts payable (AP) process. A key component of this automation is the use of "rules" that ensure smooth operations. In this article, we'll focus on Nimbello's "Pre-Processing Rules."

What Are Pre-Processing Rules?
Pre-Processing Rules are applied immediately after Optical Character Recognition (OCR) processing, as soon as an invoice enters your customer portal. These rules are designed to inspect your invoices for specific characteristics and potential issues.

How Do Pre-Processing Rules Work?
When an invoice is uploaded to your customer portal, the Pre-Processing Rules automatically check for any discrepancies or errors. If an issue is detected, the invoice is flagged and moved to the "EA Verification Status." This status signals your Nimbello Admin team to review and correct the invoice before it proceeds through the workflow.

Let's dive in and go over some of these rules in more detail. Please note, these rules can be customized to meet your specific needs, so the list you use may differ from the one provided here.

Clicking the underlined titles in the "Rule Name" column will take you to a related article which will provide you with more information about that rule.

Rule Name	Standard Message	Hold Rule?	Note
Zero Extended Amount Check	Removed the Line with zero extended amount
Manual Invoice Check	Invoice Imported to Manual Status		Requires integration support.
EA Verification Vendor Unknown Check	Vendor not Setup	Hold
Division Assignment	Invoice Division assigned based on PO		Division Configuration Only
EA Verification Duplicate Invoice Check	This invoice has been flagged as a possible duplicate due to the Vendor and Invoice Number being present on a previously processed invoice.	Hold
Vendor Paysite Defaulting	Vendor Paysite Defaulted		Paysite Configuration Only
EA Verification Not Received Check	Invoice No is NOT RECEIVED or PO No is NOT RECEIVED	Hold
EA Verification No Invoice Number Check	No Invoice Number	Hold
EA Verification No Invoice Lines Check	PO Invoice imported without line items	Hold
EA Verification Vendor Inactive Check	Vendor is Inactive	Hold
Invoice Number Pattern Check For Digits	Invoice number inconsistent with previous one	Hold
Invoice Number Pattern Check For Alpha Numeric	Current invoice not in same format as previous invoice for same vendor.	Hold
EA Verification DateValidation Check	Invoice Date outside of validation range.	Hold
EA Verification Total Error Check	Invoice calculated Subtotal and Total Amount different	Hold
EA Verification Math Error Check	* Product has Math Error	Hold
EA Verification Total Amount Check	Invoice Total Amount is equal to 0	Hold
Factor Vendor Does Not Match	Factor Vendor Does Not Match	Hold	Requires integration support.
Factor Vendor Not Assigned	Factor Vendor Not Assigned	Hold	Requires integration support.
EA Verification Pairing Hold Check	PO Invoice imported without any Part Numbers	Hold
Paysite Hold Check	Paysite Hold	Hold	Paysite Configuration Only
EA Verification Paper Invoice Review	Paper Invoice Review.	Hold
Non Po Invoice Import	Approval Group not automatically assigned.
Auto GL Allocation	Invoice Was Auto GL Coded for the Allocation Group
Auto Approve Non Po Invoice	Vendor has been set for Auto Approval within amount tolerance.
Approval Group Auto Assignment	Approval Group has been Assigned based on the last 3 invoices. Ready to Approve.
Vendor Division Auto Approve Non PO Invoice	Invoice has been Auto Final Approved based on Vendor Division		Division Configuration Only

Implementing Nimbello's Pre-Processing Rules are just one way that Nimbello helps streamline your AP process. These rule help ensure that errors are caught early and handled promptly by your team. This not only saves time but also maintains the integrity and accuracy of your invoice processing workflow.

If you have any questions about these rules, please feel free to reach out to support@nimbello.com