Overview
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Komet allows the users to set a different option to upload Vendor invoices into the system. |
By enabling this option the company users will have the option to upload the Vendor Invoices just by sending an email.
Instructions
To setup the Receive Vendor Invoices Via Email option:
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A pop up window will appear, you should check "Enable" and the window will show more information to continue.
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Then, you should create an email that the system will use to receive the Vendor Invoices, this will be known as Mailbox. Enter the email created with the password, Host and Protocol information.
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After setting the Mailbox, you should enter an Authorized "From" email addresses in the field specify there. Those should be the addresses from where users will send the Vendor Invoices. If you want to use a different email to send the invoice, you should keep in mind that
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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. |
Table of Contents
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Mailbox Setup
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 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
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The system also has a field to enter the emails which will receive a copy of the successful, warning or error messages after sending the email with the Vendor Invoice.
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Finally, click on Save.
Relevant Articles
reject the submission.
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To learn how to upload vendor invoices once this feature is set up, read https://kometsales.atlassian.net/wiki/spaces/KB/pages/3332506/Upload+Vendor+Invoices#Upload-Vendor-Invoices-via-Email. |
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