Overview

Komet allows the users to set a different option to upload Vendor invoices into the system.In order to allow you to quickly and efficiently upload vendor invoices into Komet, the system provides you an option to email the file directly into the system. The only requirement consist in replacing the email subject by the PO#, Vendor Invoice Number or Invoice Total. This works only for attachments that are sent in PDF format.

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 Account Payable, select the link Receive 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 > Click on "Receive Vendor Invoices Via Email" link.
   
   
   

3. For both type of companies a pop up window will appear, you should check in "Enable" and the window will show more information to continue. 

   
   
   
   

4. 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. 

   

    

5. Please be aware that Komet will not accept an invalid e-mail address when filling all the information in the "Vendor Invoices via E-mail" window. The system will display an error message. Please see the examples below:
   
        

   
   

   Please keep in mind:

   • The company can only have one Mailbox setup.
   • The protocol to set this Mailbox is IMAPS only. If your email provider does not support this protocol, you will not be able to user this setting.
6. 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 it must be associated to the Komet Sales Vendor Account or Vendor Contacts. If not, the mailbox will not receive the email with the invoice.
   
   
   
   
7. 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.
   
   
   
   

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