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Accounts Payable Email Automation

  • January 2, 2024
  • 10 replies
  • 152 views

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Hello Acumatica users,

Happy New Year! 

As it relates to AP data entry (and using the new features of Acumatica to read and prefill invoices), can Acumatica automatically grab documents from a dedicated email inbox for invoices?  And, if so, can it decipher a branch based on the inbox?  ie we have a dedicated email per branch.  ABCIncapbills@Stockmeister.com and DEFIncapbills@Stockmeister.com.  Can Acumatica Put ABCInc’s PDF’s in the ABC branch and DEFInc’s PDF’s int the DEF branch?

 

Best answer by Kandy Beatty

HI @khowe86 

Are you talking about this feature?

Also, have you looked at setting up emails on assignment maps? Such as all emails going to DEFIncapbills@Stockmeister.com are routed to that inbox?

 

10 replies

Kandy Beatty
Captain II
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  • Captain II
  • Answer
  • January 2, 2024

HI @khowe86 

Are you talking about this feature?

Also, have you looked at setting up emails on assignment maps? Such as all emails going to DEFIncapbills@Stockmeister.com are routed to that inbox?

 


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  • Author
  • Freshman I
  • January 2, 2024

Thanks Kandy!  I sent this on to my consultant.  I appreciate your response!

 


Kandy Beatty
Captain II
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  • Captain II
  • January 2, 2024

Thanks Kandy!  I sent this on to my consultant.  I appreciate your response!

 

Let us know if you need more assistance!


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  • Author
  • Freshman I
  • January 2, 2024

Hello Kandy - Do you have any time tomorrow to do a quick Teams Meeting? 


Kandy Beatty
Captain II
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  • Captain II
  • January 2, 2024

Hello Kandy - Do you have any time tomorrow to do a quick Teams Meeting? 

Hi @khowe86 

Sent you a message!


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  • Author
  • Freshman I
  • January 3, 2024

Hello Kandy,

I’m not seeing any message.  I looked in my “Junk email” too.  No luck.  My work email is khowe@stockmeister.com

 

Thanks!  

 

 


Kandy Beatty
Captain II
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  • Captain II
  • January 3, 2024

HI @khowe86 

It would be in your messages on the community. 


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  • Author
  • Freshman I
  • January 3, 2024

hmmm….I’m on the community.  Accounts Payable Email Automation | Community (acumatica.com)  

sorry

 


Kandy Beatty
Captain II
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  • Captain II
  • January 3, 2024

HI @khowe86 

If you go to the top where your account is, and click on your picture, there is a private message option.

 


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  • Author
  • Freshman I
  • January 3, 2024

Got it!  You taught me something new.  :)

I replied back.