Configure Dela for AP Voucher Creation and Processing

View this special topic to learn how you can configure Dela to automatically create and approve Accounts Payable vouchers.

Costpoint supports automated Accounts Payable voucher creation and assessment using its AI assistant, Dela. You can upload invoices through the Ask Dela chat window or Microsoft Teams, where Dela extracts the invoice details and automatically creates vouchers for them.

In addition, Dela can also automatically assess vouchers and approve eligible vouchers, recommend vouchers for approval, or route them for manual review.

These functionalities allow you to create and approve vouchers even without opening any accounts payable voucher entry screen.

Voucher Creation with Dela

To configure Dela for automatic voucher creation:

1. Access the Configure Accounts Payable Voucher Settings screen and select Enable Dela Import.
2. Enter a default Vendor, Account, Organization, and Project.
   These defaults are applied when Dela creates vouchers from invoices submitted through chat. Because it is possible that you are not in any AP voucher entry screen during these submissions, Costpoint uses the configured values so the voucher can be created without interruption. You can review and update these values later during normal AP voucher processing.
3. Click Save.
   After you configure these settings, use the Ask Dela chat window or Microsoft Teams to upload invoices and have Dela automatically create vouchers for them.

Voucher Assessment with Dela

To configure Dela to assess vouchers for approval:

1. Access the Configure Accounts Payable Voucher Settings screen and select Require Approvals.
2. Select Allow Dela Approval.
3. Enter a value in the Dela Confidence Setting field.

   You can enter a value from 70 to 100.

   Configure the confidence setting based on the following criteria:

   • Low Confidence Level (e.g. 70): Dela will accept matches even if it is not very sure. This might result in more matches, but some could be less similar to the historical data.
   • High Confidence Level (e.g. 100): Dela will only accept matches when it is very sure. This might result in fewer matches, but they will closely resemble historical data.

   Adjust this setting based on how closely you need the results to match historical data. Higher values mean more similarity, while lower values mean more flexibility in variation.

4. Click Save.
5. On the Configure Accounts Payable Dela User Settings screen, enter users whose vouchers are authorized for Dela voucher assessments and specify their Approval Mode.
6. In the Link Dela Vendor Exclusion Settings subtask, specify vendors whose vouchers should not be included in the automatic assessment process.
7. Click Save.
8. On the Configure Voucher Approver Settings screen, link the users you entered in Configure Accounts Payable Dela User Settings to an approver.
9. Click Save.
   After you have configured these settings, when you enter a new AP voucher that exceeds the approval threshold, Costpoint triggers Dela to assess the voucher.

   Depending on the Approval Mode, Dela takes the following actions:

   • If the Approval Mode is Enforce and the voucher meets the approval criteria, Dela automatically selects the Approved checkbox for the voucher in Manage Accounts Payable Vouchers and sends a notification to the entry user that the voucher has been approved. Otherwise, if the voucher does not meet the approval criteria, Dela sends a notification to the user stating why the voucher was not approved.
   • If the Approval Mode is Recommend and the voucher meets the approval criteria, Dela only notifies the entry user that the vouchers are eligible for approval, but does not automatically approve the voucher.