# Automatizācijas If You're processing invoices one by one - manually entering accounts, VAT codes, cost centres, and other dimensions on every transaction row - You're spending time on work that Fitek can do for You. Automation in Fitek is everything that reduces manual data entry on invoices. The goal is simple: let the system handle the repetitive posting work so You can focus on the exceptions - the invoices that actually need Your attention. ### **What automation looks like in practice** Imagine You receive 50 invoices from the same telecom provider every month. The account is always the same, the VAT code is always the same, and the cost split between departments is always 70/30. Without automation, someone types that in 50 times. With automation, those invoices arrive fully posted - account, VAT, cost centres, everything - before anyone even opens them. Or think about a simpler case: every time someone picks cost centre "100" on a transaction row, the department and project should always be the same. Without automation, people forget or pick the wrong combination. With automation, selecting the cost centre fills in the rest automatically. That's the kind of time and effort automation saves - not on one invoice, but across hundreds or thousands of them, month after month. ### **How Fitek automates invoice posting** Fitek offers several automation tools that work together. Each one handles a different part of the posting process: **Autotransactions** are rule-based templates. You define triggers (like a specific supplier, amount range, or invoice content) and actions (which account, VAT code, and dimensions to fill, how to split rows). When an invoice matches a rule, the posting happens automatically. This is Your main tool for recurring, predictable invoices. **Related dimensions** are mapping tables that link dimensions to each other. When one dimension is selected - like a cost centre - other related dimensions fill in automatically. This keeps Your posting consistent and saves clicks on every transaction row. **FitekAI** uses machine learning to suggest dimensions and cost centres based on how You've posted similar invoices before. It learns from Your company's own data and improves over time. Unlike autotransactions, it doesn't need fixed rules - it finds patterns. FitekAI is covered in its own section: \[[What is FitekAI](/fitek-learning-space/latvian-latviesu/fitekai/what-is-fitekai.md)] **Default VAT codes** pre-fill the VAT code on transaction rows based on Your VAT settings, so the most common VAT rate is already there when You open the invoice. ### **How they work together** These tools aren't competing - they're designed to complement each other. Here's what typically happens when a clean invoice is imported: 1. Fitek creates transaction rows from the invoice rows 2. FitekAI (if enabled) fills in dimensions based on Your posting history 3. Autotransactions are applied - either overwriting everything or filling in specific fields on top of AI suggestions 4. You can then apply related dimensions for additional consistency across linked dimensions The result: by the time You open the invoice, most or all of the posting is already done. Your job is to check it and approve, not to type it all in from scratch. ### **Who benefits most** Automation pays off the most when You have: * High invoice volumes - the more invoices, the more time You save * Recurring suppliers - the same vendor with the same posting logic month after month * Complex cost allocation - splits across departments, projects, or cost centres that follow predictable patterns * Strict accounting requirements - where consistent, accurate posting matters and human error is a risk Even if You start with just a few autotransaction rules for Your biggest suppliers, the time savings add up quickly. You can always expand later as You see which invoices would benefit. ### **Where to start** If You're new to automation in Fitek, a good approach is: 1. Look at which suppliers send You the most invoices and whether the posting is always the same - those are Your first autotransaction candidates 2. Check if You have dimensions that always go together (like cost centres and departments) - set those up as related dimensions 3. If You have enough invoice history (250+ invoices), consider enabling FitekAI to handle the less predictable posting --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fitek-learning.fitek.com/fitek-learning-space/latvian-latviesu/purchase-invoices/automatizacijas.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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