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Komet allows, both vendors and regular users, to quickly and efficiently upload vendor invoices into Komet. The system provides an option to email the vendor invoice file directly into the system so that it's uploaded to the specific Komet PO # it belongs to. The only requirement consists in replacing the email subject with the PO #, Vendor Invoice Number, and Invoice Total. This works only for attachments that are sent in a PDF file format. |
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In this article, you will learn how to enable a mailbox where your users can quickly and efficiently upload vendor invoices in PDF format and associate them to their purchase orders into Komet via email. |
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Contact our support team for any change regarding the Mailbox, password or Host |
Instructions
To set this option for Single and Multi-Location companies, please follow these instructions:
I: In case the mail box is the same for all the locations, to set it up in one location will be enough. If your company want to have a different mail box per location, this must be set up in each.
In case the mail box is the same for all the locations, to set it up in one location will be enough. If your company want to have a different mail box per location, this must be set up in each.
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Setup Your Mailbox
To set up your mailbox where users will send their invoices via email, add authorized addresses, and add notification recipients, do the following instructions:
Go to Setup and select Settings.
Click on Vendor Invoices Via Email in the Accounts Payable group of settings.
Check the Enable option. The modal will expand to show more information.
Enter the email address where you will receive
the vendor's invoices
in the Mailbox to receive
Warning:
Please keep in mind:
- Only one Mailbox can be setup per company. If it's a Multi-Location account; then each location can set up its own Mailbox.
- The protocol for setting up this Mailbox is IMAPS ONLY. If your email provider does not support this protocol, you will not be able to use this setting.
the invoices field.
Enter the password and host of this email account.
Add Authorized "From" email addresses.*
Optional: Add the addresses where the system should send copies of notifications from invoices received via email in the Copy responses to field. Separate each address with a semicolon.
Click on Save.
Once you successfully configure this setting, please contact Komet Sales to finish the setup on our side.
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For Multi-Location Companies:
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Authorized From Email Addresses:
The system will reject invoice submissions from unregistered addresses.
If the addresses exist in the system as a contact or
vendor user, it will no longer be necessary to enter
them in this field.
If the email address being used to submit the vendor's invoice is not specified here, it must be associated to the Komet Sales Vendor Account or Vendor Contacts
, otherwise the system will reject the submission.
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