Settings and capacity
These are the setup values administrators should review most carefully because they affect throughput, storage, and control behavior.
Processing Settings
Section titled “Processing Settings”Enable Auto Processing
- Leave this on for normal operations.
- Turn it off only when you deliberately want to stop new queue work from being picked up automatically.
Auto Process Interval
- This controls how often the automatic processing job should run.
- Shorter intervals move work faster but create more frequent background activity.
Retention Settings
Section titled “Retention Settings”Retain Documents Days
- Use this to define how long processed documents should remain available for review and audit.
Delete After Processing
- Treat this as a high-impact setting.
- If enabled, processed document files are removed right after successful processing.
- Do not enable it unless your team is sure it no longer needs those files for review, troubleshooting, or audit.
Retention note
Section titled “Retention note”The setup includes Retain Documents Days and Delete After Processing, but there is no clear administrator action or scheduled cleanup routine for aged queue records in the reviewed area.
What this means:
- immediate deletion after successful processing is supported through the setting
- long-term retention by number of days is configurable in setup
- a clear user-facing purge action or visible cleanup job was not found in the reviewed area
Analyzer Capacity
Section titled “Analyzer Capacity”Active analyzers are limited by subscription tier.
- Tier 1 allows 3 active custom analyzers.
- Tier 2 allows 6 active custom analyzers.
- Tier 3 removes the practical limit.
If you are at capacity, the safest response is usually to deactivate an unused analyzer before creating or activating another one.
Matching and Approval Controls
Section titled “Matching and Approval Controls”If your process uses matching, review these settings carefully:
- whether matching is enabled at all
- whether a purchase order is required
- whether document creation should be blocked when no match is found
- tolerance levels for price, quantity, and amount
- whether partial matching is allowed
- whether approval or posting can happen automatically when tolerances are met
Treat these as control settings, not convenience settings. Small changes here can change who needs to review exceptions and which documents move forward automatically.
For the day-to-day review cadence around these settings, see Recurring checks.