Overview

Instructions

To set this option for Single and Multi Location companies, please follow these instructions: 

1. For Single location companies go to Setup > Click on Settings, Under Accounts Payable, click on Vendor Invoices Via Email.
   
   
   
   
   
2. For Multi-Location companies go to Setup > Click on Settings > Select the Location tab > Choose the location. Find the Account Payable option and click on Vendor Invoices Via Email link.
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3. For both type of companies a pop up window will appear, you should check the Enable checkbox and the window will expand to show more information. 

   
   
   
   

4. On the Mailbox to receive the invoices  field, you will need to enter the email address where you will receive your vendor's invoices. This email address will be used by Komet Sales to receive and upload the Vendor Invoices, and it will be known as your "Mailbox". You must also provide the password to access this email account, as well as the Host and Protocol information. 

   

    

5. Please be aware that Komet will verify the email address and it will not accept invalid e-mail address formats. The system will display the following error messagesmessage:
   
        

   
   

   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 to set this Mailbox is IMAPS ONLY. If your email provider does not support this protocol, you will not be able to use this setting.

6. After setting the receiving Mailbox, you must complete the Authorized "From" email addresses field. The email addresses entered here, are the authorized addresses where the Vendor Invoice PDF files will be sent from. If you want the system to receive Vendor Invoice PDF files from different email addresses as the ones specified in this field, you must keep in mind that these email addresses must be associated to that specific Komet Sales Vendor Account or Vendor Contacts. If there's no association, the system will not receive the email with the Vendor Invoice PDF attachment submitted from those email addresses.
   
   
   
   
7. The system also has a field to enter the email addresses which will receive a copy of the successful, warning or error messages resulting from sending the email to upload the Vendor Invoice PDF file attachment. Multiple email addresses can be entered as long as they are separated by semicolons.
   
   
   
   

8. Finally, click on Save. Once this setting is configured please contact Komet Sales to finalize the activation process of this vendor invoice uploading option.