How to set up submitting files to ApprovalMax Capture via email
Streamline your invoice processing by receiving files via a dedicated ApprovalMax email address and submitting them for automated data recognition (OCR).
For this purpose, you can share a unique ApprovalMax email address with your Suppliers and have them send their invoices there for OCR processing.
Or, if your organisation already uses a generic email address like bills@organisation.com, you can easily set up a forwarding rule to automatically route all messages to your ApprovalMax email address for OCR processing.
This is how you set up submitting files to ApprovalMax Capture via email
For this purpose, you can share a unique ApprovalMax email address with your Suppliers and have them send their invoices there for OCR processing.
Or, if your organisation already uses a generic email address like bills@organisation.com, you can easily set up a forwarding rule to automatically route all messages to your ApprovalMax email address for OCR processing.
This is how you set up submitting files to ApprovalMax Capture via email
- In the main menu, find your Organisation and open Approval workflows under Workflows and settings:
- Click on Bill workflow:
- In the Receive by email section choose a Submitter:
And proceed with the setup receiving email and Bill default status by clicking on SETUP button. - Or click on the Gear icon and scroll down:
- In the Capture via email section, set up an email address to receive files from Suppliers and automatically create Bills from them:
Choose the the default status for Bills that aligns best with your Organisation's needs and preferred Bill creation process. - Draft: Bills created from emails will automatically be saved as drafts, allowing the Requester to review and edit them before they're sent for approval.
- Review: Bills will be automatically sent for review and approval as soon as they're created from email.
- When finished, apply your settings by clicking on SAVE in the upper right-hand corner of the Workflow settings window and update/activate the workflow.
And choose the default status for Bills created via email. Such Bills can be created as Draft for further Requester review or sent on review/approval right away.
Please note: Each email address you want to use for this purpose must be unique within the ApprovalMax environment.
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