Email a document to create an automated transaction

Email Purchasing documents to your Sage-provisioned email address for automated transactions. After Sage Intacct finishes analyzing the document and creates the draft transaction, the transactions appear in the Automated transactions list.

You can forward documents in any of the following ways:

  • Send a single email with one or more documents attached.

  • Forward supplier emails that have attached invoices.

Each email attachment generates a separate draft transaction. If you are forwarding a supplier email that includes supporting attachments, such as receipts, remove the attachments first. Otherwise, Intacct generates a draft transaction for each receipt.

Email a Purchasing document

Subscription

Purchasing

Accounts Payable

AP Automation

Sage Cloud Services
Regional availability

All regions

User type

Anyone to whom you provide with the Sage-provisioned email address
Configuration

Automate transactions with document matching enabled.

Transaction definitions mapped for the top level and any entities where documents are emailed or uploaded.
  1. Send emails with Purchasing documents attached to one of your Sage-provisioned email address.

    Use the address assigned to the entity where you want the transaction matched. You can email documents to the top level as well as to entities.

    Forward documents one by one or forward a single email with multiple documents attached.

    When addressing the email, include a single email address in the To: field and leave the CC: field empty. If you include more than one email address, Sage Intacct will not process the document.

    Intacct accepts documents that are:

    • PDF, JPG, JPEG, TIFF, HEIC, or PNG files
    • Unencrypted
    • Up to 20 MB in size
    • Fewer than 200 pages in length

    PDF support excludes:

    • Non-standard PDFs, such as PDFs that include JavaScript or embedded files
    • PDF version 1.4 or earlier

    The following limitations exist when you forward a single email containing multiple documents as attachments:

    • Each document must be a separate file.

    • File names for each document must be unique with the batch of documents.

    • The email can have a maximum of 200 attachments.

    • The size of email message and all attachments combined must be less than 40 MB.

  2. To view draft transactions created from the emailed documents, go to Purchasing > All > Automated transactions, in the entity where you emailed the documents.

    Unlike uploaded documents, which appear in the list while Intacct is analyzing the content, emailed documents show up after analysis is complete. If you do not see your draft transactions in the list, you might need to allow a little time for Intacct to finish processing.

Next step: Edit and post automated transactions

Find your Sage-provisioned email address

During setup, Sage Intacct automatically creates email addresses to use when you submit documents for automated transaction matching. You can view these email addresses in Accounts Payable configuration.

Your configuration includes an email address for the top level and one for each entity. These addresses are not editable.
Subscription

Purchasing

Accounts Payable

AP Automation

Sage Cloud Services
Regional availability

United States, only
User type

Business with admin privileges

  1. Go to Accounts Payable > Setup > Configuration.
    If you have a multi-entity company, view Configuration from the top level to see AP purchase invoice automation settings.
  2. Under AP purchase invoice automation settings, select Configure next to Email services.

    The Configure Email Services pop-up window opens, showing the list of entities, their default locations, and their provisioned mailboxes.

  3. Copy the email address from the Mailbox column for the entity where you want transactions created.