System Manager > Basic Features in AccountMate Enterprise

Users can leverage the power of AI to get more out of their notes and activity logs. OpenAI, the currently supported provider, seamlessly integrates with the Activity and Notes tabs across all Maintenance and Transaction functions.

Authorized users must first configure the integration in the System Administrator module. Once enabled, users can generate AI summaries, a to-do list that identifies tasks to be performed and the persons who are supposed to carry them out. The AI Summary and AI To Do List windows display the generated output, which can be copied to the clipboard.

To set up AI integration, perform the following:

1.Access the AI Setup function from the Setup group under the System Administration main menu in the System Administrator module.

2.Mark the Enable AI Integration checkbox. Once the checkbox is marked, the fields below it are also enabled.

3.Enter in the Provider field the AI provider that you want to use. Alternatively, you may click the List Box button to select from a list.

4.In the API Key field, enter the API Key from your AI provider selected in the Provider field.

5.Click the Test Connection button to run a validation test to your AI provider.

6.If the test connection is successful, click the Save button in the function toolbar to save your settings; otherwise, click Cancel.

Set Up AI Integration Settings

Set Up AI Integration Settings