Configure email services for AP Automation

Use AP supplier invoice automation settings in Configure Accounts Payable to:

• View a list of email addresses to use when submitting AP supplier invoices.
• Set the level of line-item detail to include in draft AP supplier invoices.

Find your Sage-provisioned email addresses

When AP Automation is enabled, Sage email addresses are set up for you to use when submitting AP supplier invoices by email. You are assigned a unique email address for the top level, plus one for each entity. These addresses are not editable.

1. Go to Accounts Payable > Setup > Configuration.

   If you have a multi-entity company, view Configuration from the top level to see AP supplier invoice automation settings.

2. Under AP supplier 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. Copy the email address from the Mailbox column for the entity you want to use.

Configure how much detail to include in emailed AP supplier invoices

By default, Intacct summarizes the AP supplier invoice total on a single line when creating draft AP supplier invoices from emailed transactions. You can change the default if you want Sage Intacct to create AP supplier invoices with multiple line items that match the original supplier document.

1. Go to Accounts Payable > Setup > Configuration.

   If you have a multi-entity company, view Configuration from the top level to see AP supplier invoice automation settings.

2. Under AP supplier invoice 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 AP supplier invoices from emailed transactions.

3. For Generate each AP supplier invoice with, select the method you want Intacct to use.

   • A single line that summarizes the total: If the AP supplier invoice document contains multiple line items, Intacct creates a single line item in the draft AP supplier invoice. This line item contains the total of all line items in the AP supplier invoice document. This is the default setting.

   • All line items and associated amounts:Intacct creates a line item in the draft AP supplier invoice to match each line item present in the AP supplier invoice document.

4. Select Save in the Configure email services pop-up window.
5. Select Save in Configure Accounts Payable.