Entity Feature Toggles
Feature toggles let you enable or disable specific Mod AI capabilities for each entity. This gives you control over which parts of the platform are active, so you can roll out features at your own pace.
note
Only entity Admins can modify feature toggles.
Accessing Feature Toggles
- Switch to the entity you want to configure using the company switcher in the top bar.
- Go to Entity Settings and select the Features tab.
Available Features
| Feature | Description | Default |
|---|---|---|
| GL Coding | Enable GL account coding on invoices. The AI suggests GL codes based on your chart of accounts and coding history. | On |
| Vendor Matching | Enable AI vendor matching. Incoming invoices are automatically matched to vendors in your directory. | On |
| Receipt Matching | Enable receipt matching for three-way matching. Invoices are matched against both POs and goods receipts. | Off |
| PO Matching | Enable purchase order matching. Invoices are automatically matched to POs from your ERP. | Off |
| Auto-Pay | Enable automatic payment processing. Approved invoices are queued for payment automatically. | Off |
tip
Start with GL Coding and Vendor Matching enabled. Add PO and Receipt Matching once your ERP integration is fully synced and your purchase order data is flowing into Mod AI.
Approval Routing Mode
In addition to individual feature toggles, you can configure how approval routing works for this entity:
- Automatic -- Invoices are automatically routed to approvers based on your policies. When an invoice is ready for approval, the system finds the matching policy and creates the approval chain without any manual action. This is the recommended mode for most organizations.
- Manual -- Users must manually submit invoices for approval. The system does not auto-route. This gives your team more control over when invoices enter the approval process.
Learn More
- Entity General Settings -- Configure company name, currency, and fiscal year for this entity.
- Matching Invoices to POs and Receipts -- How automatic and manual matching works when PO or Receipt Matching is enabled.
- How Approvals Work -- Understand the approval system and how routing mode affects the workflow.