Purchasing

Smarter email capabilities for AP Automation with Purchasing—Open Beta

Take advantage of the new email address option with smarter email capabilities for AP Automation. This release, we're introducing an enhanced email experience that supports auto-forwarding rules, inline attachments, and email body extraction.

Details

With smarter email capabilities, you'll get the following benefits:

  • Auto-forwarding rules supported: Save time with auto-forwarding rules, so you don't have to manually forward each email to your automation email.
  • Inline attachments: Attachments that are in the email body are now extracted for processing.
  • Text from email body: Transactions can now be read even when they're in the email body as text, not just added as an attachment.
  • iPhone image support: We now support iPhone images in the HEIC file format for incoming attachments.

    This format is not supported for split view, but you can download the attachment to compare transaction details.

How it works

If your company is new to AP Automation

This change happens automatically for all new companies that subscribe to AP Automation after this release. There are no additional steps you need to take. Your email address domain will be @ai.sage.com.

If your company already uses AP Automation

You can opt in to this new email service.

After you opt into the new email address option, your email address domains will change from @sagemail.com to @ai.sage.com.

  1. Log a support case to opt in to smarter email capabilities for AP Automation.

  2. After support confirms that your inbox has been switched, go to Accounts Payable > Setup > Configuration to see your new email addresses.

  3. Communicate with any vendors who send their invoices directly to your automation inbox that you have a new email address.

Eventually, all companies will move to the new email capabilities for AP Automation. Take advantage of the smart email capabilities now to get a head start.

After your email address changes, you cannot switch back to the previous automation email address.

Permissions and other requirements

Subscription

Purchasing

Accounts Payable

Sage Cloud Service
Regional availability

All regions
User type

Upload transactions for automated transaction matching

  • Business, Platform, Project manager, or Warehouse user

View, edit, and post automated transactions

  • Business, Platform, Project manager, or Warehouse user

Move a draft transaction to the Accounts Payable workflow

  • Business user
Permissions

Accounts Payable permissions

  • Bills: Add (to change a draft transaction to an AP bill)

Purchasing permissions (to view or edit the emailed transactions)

  • Automated transactions: List
  • Purchasing transactions: View, Edit, Add
Configuration

Purchasing configurations

  • Enable draft mode selected for the top level and each entity.

  • At least one of the following options selected:

    • Automate transactions with document matching

    • Automate transactions without matching
Restrictions

Avalara Avatax is not supported for automated transactions