Configure email services for AP Automation
Related information
Related topics
Use Bill automation settings in Configure Accounts Payable to:
- View a list of email addresses to use when submitting bills.
- Set the level of line-item detail to include in draft bills.
Find your Sage-provisioned email addresses
When AP Automation is enabled, Sage email addresses are set up for you to use when submitting bills by email. You are assigned a unique email address for the top level, plus one for each entity. These addresses are not editable.
| Subscription |
Accounts Payable E-Invoicing AP Automation Sage Cloud Services |
|---|---|
| User type |
Business with admin privileges |
| Restrictions |
Restricted to companies that do not require HIPAA compliance. |
-
Go to Accounts Payable > Setup > Configuration.
If you have a multi-entity company, view Configuration from the top level to see Bill automation settings.
-
Under Bill 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. Copy the email address from the Mailbox column for the entity you want to use.
Configure how much detail to include in emailed bills
By default, Intacct summarizes the bill total on a single line when creating draft bills from emailed transactions. You can change the default if you want Sage Intacct to create bills with multiple line items that match the original vendor document.
| Subscription |
Accounts Payable AP Automation E-Invoicing Sage Cloud Services |
|---|---|
| User type |
Business with admin privileges |
| Restrictions |
Restricted to companies that do not require HIPAA compliance. |
-
Go to Accounts Payable > Setup > Configuration.
If you have a multi-entity company, view Configuration from the top level to see Bill automation settings.
-
Under Bill automation settings, select Configure next to email services.
The Configure email services pop-up window opens, showing the mailbox configuration and the rules you want Intacct to use when creating draft bills from emailed transactions.
-
For Generate each bill with, select the method you want Intacct to use.
-
A single line that summarizes the total: If the bill document contains multiple line items, Intacct creates a single line item in the draft bill. This line item contains the total of all line items in the bill document. This is the default setting.
-
All line items and associated amounts:Intacct creates a line item in the draft bill to match each line item present in the bill document.
-
- Select Save in the Configure email services pop-up window.
- Select Save in Configure Accounts Payable.
