How to define criteria for submission to AutoCollect in Cordel

This article explains how to set up the criteria for submitting invoices to AutoCollect in Cordel.

The first time you send invoices for follow-up with Amili, you need to define which invoices should be sent.

How to Set Criteria for Submission

1. Go to Invoicing, click Amili AutoCollect and select New
2. Set the desired criteria:
   • Due date exceeded by minimum – the number of days an invoice must be overdue before it can be sent for follow-up
   • Minimum outstanding amount – the minimum amount for invoices to be shown in the proposal.
   • Dept. No. Accounting – fill in if the invoice belongs to a specific accounting department
3. If you want to send all invoices that meet the criteria at once, check All invoices not already exported
4. Click Save

💡 Tip: If you want to change the setup later, you will find it in the same place under Invoicing and Amili AutoCollect.

See also: How to Get Started with AutoCollect in Cordel - How to Find Overview and History of Cases in the Amili Portal