Contact PredictAP support to set this up for your PredictAP environment.
What does this feature do?
The Smart Invoice Inbox allows you to send invoices to PredictAP thru email, instead of logging into the PredictAP platform to upload them.
Restrictions & Considerations:
- The invoices must be attached to the email. The product does not currently support reading the body of the email to create an invoice record.
- One or multiple attachments can be sent in a single email.
- The "uploader" in the PredictAP invoice list will be set to the person who forwarded the email to PredictAP, not the original sender of the email.
- Supported file types and size limitations are the same as they are when uploading invoices to the product directly.
- There is also the option for your PredictAP environment Smart Invoice Inbox to only accept PDF's. This optional feature is great for those clients that auto forward a lot of 'non invoices' to PredictAP as a result of autoforwarding emails. Contact PredictAP support here if you would like to have this feature turned on.
For Security Purposes:
- Emails will only be accepted if the sender's email address matches the email address of a PredictAP user.
- If you will be forwarding emails from a shared AP inbox, contact support and we can set up a user associated with that email address.
Error Alerts:
To ensure that all invoices sent via email are successfully processed, you have the option to receive alerts for any errors that may occur during the processing. For more detailed information on the frequency and recipient of these alerts, you can refer to this HelpCenter article.