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In this tutorial, you'll learn how to efficiently locate specific invoices using an AI Assistant. This process streamlines your search by leveraging AI to quickly analyze records and present relevant documents. Follow these steps to ensure you can find and verify invoice details with ease.

1

Sign into your account and navigate to the Accounts workspace

Begin by opening the login page and clicking the Sign In button. Once logged in, you'll see the Workspaces page. Proceed by selecting the Accounts link to access the relevant workspace. This setup ensures you're in the right environment to manage your financial documents.

Accounts workspace items displayed

2

Open the AI Assistant and set the context for your search

In the Accounts workspace, click the AI Assistant icon to open the sidebar. Type the folder name, such as Ac, and select the Accounts Payable suggestion to set the AI Assistant's context. This step ensures that the assistant searches within the correct set of documents, making your search more efficient.

AI Assistant updates to Accounts Payable

3

Request specific invoice information

Clearly state your request to the AI Assistant by typing a detailed query. For example, you might request "Find the Global Freight Logistic invoice for PO656 Dated 2026-02-16." Click the request button, and the AI Assistant will analyze your records. Once it finds a matching document, you can click the link, such as PO656.pdf, to open the document viewer and review the invoice.

Document viewer for PO656.pdf opens

4

Clear the conversation for a new search

If you need to perform another search, clear the current AI Assistant conversation. Click the Clear Conversation icon, then confirm by clicking the Clear button in the modal that appears. This resets the assistant, allowing you to begin a new query without previous data influencing the search results.

AI Assistant conversation cleared

5

Conduct additional searches as needed

With the conversation cleared, you can now initiate new requests, such as finding invoices related to another purchase order like "PO-1002." Type your request, and the AI Assistant will again analyze the data and display the results. Click the relevant document link to open and verify the contents directly.

Document viewer for PO-1002.pdf opens

By following these steps, you've successfully used the AI Assistant to locate and verify invoices. This method saves time and ensures accuracy by quickly retrieving the necessary documents, allowing you to manage your financial records efficiently.