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We’re trying to set up the Outlook Extension for Accounts Payable bills. Has anyone run into this issue where it doesn’t work for shared folders? I guess the extension needs to be engineered to accommodate shared folders. Is there another extension out there that accommodates that? 

Hi @lawsont 

Are you trying to have AP bills flow into Acumatica from vendor emails?  

If so, why not set up a system email account that connects to the AP email account and mark it for Document Recognition?  You could then schedule it to read and import any vendor invoice attachments each night.

Best,

David

 

@DavidEichner Yes, we are. And, that’s a good question. We have a unique set up where we need to process some invoices through our landscape services platform where there’s inventory allocation implications and that system has an integration back with Acumatica. So, to make sure we’re not double entering, we filter out via an email inbox. It also allows us subfolders for triaging various invoices between teams before proceeding into Acumatica.

 

We’re off and running on our new process and have just drag and dropped into the Incoming Documents screen and it’s worked fine.

 

Thanks! 

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