Articles & Guides
Practical ways to reduce invoice admin, apply your accounting policies and keep your team in control.
Explore the work behind invoice entry, account coding and VAT. Each guide explains where automation helps and what your team still checks.
Controls and accounting policy
Review-first automation controls for accounting firms
How firms decide which routes stay review-first, which can submit directly, and what reviewers need to see before prepared work moves on.
Apply each client’s VAT policies consistently
Why VAT automation needs client, supplier, jurisdiction, document, tax-code, and firm-policy context rather than only reading the tax amount on the supplier document.
Reduce repeated account coding decisions
Why account coding works better when automation uses the client's actual chart of accounts instead of translating from generic categories.
Documents needing review
Multi-currency invoice automation for accounting firms
How to handle supplier documents where line items, VAT, converted totals, and base-currency values do not all appear in the same currency.
How to handle multi-language invoices without pushing work back to clients
A workflow for foreign-language invoices that avoids full manual translation, reduces uncertainty for the firm, and keeps the client from becoming the fallback data-entry layer.
Long multi-page invoice processing for accounting firms
How firms can process long supplier invoices, statements, utility bills, and payout documents without turning them into manual follow-up.
Implementation and migration
Business Central invoice automation implementation checklist
What firms need to validate before rolling out a Business Central route: vendors, VAT, accounts, dimensions, permissions, attachments and review controls.
Client accounting system migration: Xero to Business Central
How firms can keep document intake stable while changing the accounting destination, mappings and review route.
Accounting firm document intake workflow
A practical model for separating document intake, background preparation, review, and agreed handoffs across multi-client accounting operations.
Comparisons and import-led routes
Hubdoc vs review-first invoice automation
A sourced comparison of Hubdoc’s coding and publishing workflow with Lift’s business-context preparation.
Sage Desktop Excel import invoice automation
How structured Excel outputs can support legacy import workflows when a direct cloud-style integration is not the practical route.
Trust and support pages
- Supported documents for the supplier document types and edge cases Lift can prepare.
- Security and permissions for controlled intake, access and review boundaries.
- Start a pilot for testing one route with real documents.