ID283 was initially focused on solving ITT agreed rates but now can fully automate the accounts payable process, similar to what ID669 does for AR. Import the bill, ensure it is correct, approve it for payment, pay it online.
For ITT getting someone to service your out-of-territory equipment at a rate that makes sense for both parties can be a challenge. Ensuring that partner honors the agreed rates is even more difficult. This Power App (Code Apps) looks to solve this problem, provide a centralized system to manage ITT vendor service agreements and ensure accurate billing by validating invoices against those agreements. Interactive docs (by Claude).
Vendor contracts are difficult to manage and even harder to trust. Terms live in multiple places, change over time, and are rarely validated against what vendors actually bill. Rates drift, effective dates overlap, items fall out of scope, and discrepancies are usually discovered after the money is already gone, leaving teams to reconcile invoices manually and react after the damage is done.
This app centralizes vendor contract data into a single, structured source of truth that reflects how vendors actually bill. Contract programs, rates, items, and effective dates are maintained in one place and kept consistent over time, eliminating guesswork and reducing dependency on spreadsheets or tribal knowledge. AI assisted bulk import can be used to ingest existing contracts from PDFs, spreadsheets, or emailed documents, accelerating onboarding while keeping humans in control through review and approval.
As billing activity occurs, the app continuously compares expected contract behavior to real-world data. Mismatches are surfaced early, clearly explained, and tracked through resolution so issues can be addressed before revenue is lost. The app also uses AI to read and parse unstructured vendor invoices received by email, turning inconsistent PDFs and free-form layouts into usable data so every invoice can be validated, not just sampled.
Instead of static contract setup, teams gain an active system that improves billing confidence, reduces revenue leakage, and provides clear visibility into vendor performance and dollars at risk.
What's New in v2:
Version 2 is a major release that closes the loop into e-automate and adds a full quoting front end. Everything below ships with your CEO Juice subscription and can be turned on per client. The full walkthrough is in the interactive docs.
- Sales Orders into e-automate — win a deal or activate a contract and push it straight to e-automate as a sales order, carrying the agreed pricing and order type, with no manual order entry.
- Payments & AP write-back — reconciled invoices post back as AP vouchers and invoices, and approved bills can be flagged for AutoPay so payment routes to the payee automatically — with a duplicate-push guard and approval thresholds keeping it safe.
- CPQ quoting — reps pick a machine and its accessories come along as one package with a single price, quote against locked agreement pricing or build their own, and send a branded PDF; quotes revise and convert straight into a contract and sales order.
- Quote pipeline board — every quote on one board, Draft → Sent → Ordered → Converted, updating itself from what actually happened and showing each order's live e-automate status.
- Vendor programs / agreements — approved items and customers (co-op and multi-level hierarchies included) with ready-made machine configurations and reusable templates; contracts and quotes can't drift from what was bid, and a full pricing agreement imports from a spreadsheet.
- Deeper billing validation — optional checks for PO matching, serviceable-item coverage (built for IT/MSP resale), MSP cost allocation, and per-line coverage dates; every check flags for review, never silently blocks.
- You stay in control — every capability is a per-client switch, with your own branding on the quote PDF, per-person tab access, and amounts shown in your home currency.
Plus, dozens of workflows, matching, and reliability improvements throughout the app — see preview in the interactive docs.
Webinar
ID283 ITT & Automated AP App V2 Webinar (Recorded 7/23/26)
ID283 ITT & Automated AP Webinar (Recorded 5/28/26)
How It Works:
Invoices and contracts flow in from both sides, meet in the reconciler, and leave as e-automate vouchers and payment approvals. In every chart below: purple = a person acts, teal = automatic, gray = data or another system.
How invoices get in — every invoice arrives parsed into lines and matched before anyone touches it.
After approval — approved invoices reach accounting and payment without re-keying.
Where contracts come from — programs, imports, and quotes all end up as the contracts invoices are checked against.
What the reconciler checks — clean lines under your threshold approve themselves; everything else says why it’s flagged. The full 7-stage breakdown is under How Reconciliation Works below.
How Reconciliation Works:
Every invoice line is matched to the most specific row in the contract — by Equipment > Item > Meter Type > Description > Effective Date — the expected amount is calculated using the contract’s pricing model with rate-schedule escalation, the variance is computed (LineAmount minus ExpectedAmount), and a set of exception checks runs: tolerance breach, missing quantity, meter allowance mismatch, supplies on/off contract, below minimum billing, duplicate invoice, customer not approved on a vendor program. Clean lines auto-approve; anything flagged lands in the Recon Inbox for review. The full 7-stage breakdown is on the documentation page.
Technical Requirements:
Before we install in your Microsoft tenant, your IT prepares three things (the full plain-English checklist is on the documentation page):
- Your tenant is ready — Dataverse capacity available for a new Production environment (~1 GB free), an on-premises Data Gateway installed connecting Power Platform to your e-automate SQL Server, and a Power Apps Premium license for each app user (per-user plan or Pay-As-You-Go — PAYG bills only the users who actively access the app each month).
- A "CEOJuice" user account in your tenant with the Power Platform Administrator role assigned, MFA already registered (sign in once at aka.ms/mysecurityinfo in a modern browser to add an Authenticator app or phone), and a Power Automate Premium license. Credentials are shared securely with the CEO Juice deployment team — we deploy as a regular user in your tenant (not a service principal).
- A security group for app users — a Microsoft Entra Security group (not a Microsoft 365 group or distribution list) with users added directly (nested groups are silently not honored by Power Platform — members appear to be in the group but get a “no access” error on the data). After install, your IT manages who has access by adding or removing members from this group.
Plus, Copilot credits for the AI invoice parsing — purchase your preferred way, the pay-as-you-go option is typically easiest: Microsoft 365 Copilot Pricing – AI Agents | Copilot Studio.
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