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Accounts Payable Email Automation

K
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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?

 

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Best answer by Kandy Beatty 2 January 2024, 22:33

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Kandy Beatty
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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?

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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Thanks Kandy!  I sent this on to my consultant.  I appreciate your response!

 

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

 

Let us know if you need more assistance!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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Hello Kandy - Do you have any time tomorrow to do a quick Teams Meeting? 

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

Hi @khowe86 

Sent you a message!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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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
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HI @khowe86 

It would be in your messages on the community. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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hmmm….I’m on the community.  Accounts Payable Email Automation | Community (acumatica.com)  

sorry

 

Kandy Beatty
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HI @khowe86 

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

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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Got it!  You taught me something new.  :)

I replied back.

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