Overview

Excerpt
Komet allows the users to set a different option to upload Vendor invoices into the system.

In order to allow you to

, both vendors and regular users,to quickly and efficiently upload vendor invoices into Komet

, the

. The system provides

you

an option to email the vendor invoice file directly into the system so that it's uploaded to he specific Komet PO # it belongs to. The only requirement consist in replacing the email subject

by

with the

PO#

PO #, Vendor Invoice Number

or

, and Invoice Total. This works only for attachments that are sent in a PDF file format.

Instructions

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

For Single location companies go to Setup > Click on Settings., Under Account Accounts Payable, select the link Receive click on Vendor Invoices Via Email.
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For Multi-Location companies go to Setup > Click on Settings > Select the Location tab > Choose the location. Find the "Account Payable" option > Click on "Receive Payable option and click on Vendor Invoices Via Email" Email link.
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For both type of companies a pop up window will appear, you should check in "Enable" and the Enable checkbox and the window will expand to show more information to continue.
Then, you should create an email that the system will use to receive 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, this and it will be known as your "Mailbox". Enter the email created with the password, You must also provide the password to access this email account,as well as the Host and Protocol information.
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Please be aware that Komet will verify the email address and it will not accept an invalid e-mail address when filling all the information in the "Vendor Invoices via E-mail" windowformats. The system will display an error message. Please see the examples belowthe following error messages:

Warning

Please keep in mind:

The company can only have one Mailbox setupOnly 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 onlyONLY. If your email provider does not support this protocol, you will not be able to user use this setting.

After setting the receiving Mailbox, you should enter an must complete the Authorized "From" email addresses in the field specify there. Those should be the addresses from where users will send the Vendor Invoices field. The email addresses entered here, are the authorized addresses where the Vendor Invoice PDF files will be sent from. If you want to use a different email to send the invoice, you should 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 it these email addresses must be associated to the that specific Komet Sales Vendor Account or Vendor Contacts. If notthere's no association, the mailbox system will not receive the email with the invoiceVendor Invoice PDF attachment submitted from those email addresses.
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The system also has a field to enter the emails email addresses which will receive a copy of the successful, warning or error messages after resulting from sending the email with to upload the Vendor Invoice PDF file attachment. Multiple email addresses can be entered as long as they are separated by semicolons.
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Finally, click on Save. Once this setting is configured please contact Komet Sales to finalize the activation process of this vendor invoice uploading option.