This website uses cookies to analyse our traffic and to ensure you get the best experience. By clicking “Accept”, you agree to our Terms of Use and Cookie Policy.
WEBINAR REPLAY
Know How at Noon: Esker tips and tricks
Unlock the full potential of Esker
Overview
Unlock the full potential of Esker in this engaging Tips & Tricks session designed for users of all experience levels. This webinar is packed with practical ideas, smart shortcuts, and creative ways to get more out of Esker in your everyday work.
During this webinar, features and capabilities that are often overlooked are highlighted. The presenter also shared simple tweaks that can make a big difference, and explore fresh approaches to help you work faster and more confidently in the Esker platform.
Summary
Key takeaways from this webinar:
If you’re looking to level up your Esker experience and pick up ideas you can start using straight away, watch this webinar recording now.
Key takeaways:
- Uncover hidden and underused Esker features that can make daily tasks easier
- Learn clever tips and shortcuts to streamline your workflows
- Discover new ways to optimise efficiency and reduce manual effort
- Improve confidence and consistency in how you use Esker
- Take away practical ideas you can apply immediately
Watch the Webinar
Webinar Transcript
Read full transcript
0:00:27 – 0:01:29
Bronwyn Leak
Hey everyone, welcome to today’s Know How at Noon. My name is Bronwyn, Head of Service Delivery at Process Automation, Fujifilm Business Innovation.
Today I’m joined by Joanne, our Customer Success Manager, who will walk you through tips and tricks in Esker.
Before we begin:
- Use the Q&A button to submit questions
- We’ll address them at the end
- Please complete the follow-up survey
Over to you, Jo.
0:01:29 – 0:18:02
Joanne Marie Ignacio De Lasan
Thanks Bronwyn. Hi everyone and welcome to our May session of Know How at Noon.
Today we’ll walk through practical Esker tips you can apply immediately, including:
- User settings
- Invoice visibility
- Reporting
- Workflow tools
USER TIPS
- User Profile and Display Settings:
- Adjust number of items shown per page
- Enable or disable text wrapping
- Turn on colour blind friendly mode
Access Permissions:
- Grant temporary access to support without sharing passwords
- Set expiry dates for access
View Filters and Navigation:
- Use filters to quickly narrow invoice lists
- Apply conditions such as equals, contains, date ranges
- Click directly into data fields to open invoices
- Rearrange columns to suit your workflow
Understanding Invoice Fields:
- Use “Display origin” to see where data comes from
- Identify AI captured values vs user edits
- Check Change History for edits
Recognised Text View:
- Shows how Esker reads invoice text
- Helps troubleshoot extraction issues
Redaction:
- Use the black highlighter to hide sensitive information before sharing
Help and Documentation:
- Access contextual help via the question mark icon
- Includes guides, interactive steps and video tutorials
ADMIN TIPS
Out of Office (OOO):
- Can be backdated to reassign approvals
- Ensures workflows continue smoothly
User Management:
- Keep active users aligned with user properties
- Prevents workflow and assignment issues
Exporting Data:
- Export current views if reports are unavailable
- Download via “My Downloads”
Scheduled Tasks:
- Use “Run now” to trigger tasks immediately
- Adjust task recurrence as needed
Workflow Simulation:
- Test workflows before deployment
- Best practice: test in QA before production
- Simulates rules and workflow paths
That concludes today’s session. Let’s move to Q&A.
0:18:02 – 0:19:14
Bronwyn Leak (Q&A)
Question: If an invoice predates the out of office period, will the delegate see it?
0:18:17 – 0:18:35
Joanne Marie Ignacio De Lasan
Yes – if the OOO is not backdated, earlier invoices will not be visible.
That’s why backdating is important to ensure visibility.
0:19:14 – 0:20:17
Bronwyn Leak + Joanne
No further questions.
Reminder:
- Reach out via email if needed
- Complete the survey by 26 May
Thank you everyone.
Ready to simplify and automate your AP?
Organisations that have successfully implemented invoice automation solutions have experienced significant advantages, including reduced time spent on manual tasks and the ability to focus more on strategic activities, thanks to AI-driven solutions.
Contact us today to learn how Fujifilm Process Automation can help you uncover significant efficiencies through AP automation.
About the speakers
×
Joanne Marie Ignacio De Lasan
Joanne Marie Ignacio De Lasan is a Customer Success Manager within the Process Automation team at FUJIFILM Business Innovation New Zealand. She brings over 15 years of experience in customer service and contact centre leadership, with a strong focus on helping organisations optimise their processes and maximise value from their technology investments.
In her role, Joanne works closely with customers to drive successful adoption of Esker solutions, providing practical guidance, training and ongoing support to improve operational efficiency across accounts payable and document automation. She is passionate about delivering customer-centric outcomes and empowering users with actionable insights and best practice approaches.
Key points from the webinar
Key User Tips
-
Interface Customization: Users can tailor their workspace by adjusting the number of items shown per page, enabling or disabling text wrapping, rearranging data columns, and turning on a color-blind friendly mode.
-
Data and AI Visibility: The “Display origin” feature allows users to see exactly where data comes from, making it easy to identify which values were captured by AI versus those edited by a human.
-
Security & Redaction: Users can utilize a black highlighter tool to permanently redact sensitive information on documents before sharing them.
-
Secure Support Access: Users can grant temporary access permissions to support teams without having to share their passwords, complete with set expiry dates.
Key Admin Tips
-
Backdating Out of Office (OOO): A crucial admin capability is the power to backdate OOO periods. If an invoice arrived before the OOO period started, backdating ensures the assigned delegate can actually see and approve it, keeping workflows moving smoothly.
-
Workflow Simulation: Admins can test new rules and workflow paths in a QA environment to simulate real scenarios before deploying them to live production.
-
Manual Task Triggers: Instead of waiting for a scheduled recurrence, admins can use a “Run now” feature to trigger scheduled tasks immediately.