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:
- 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:
Please note: Each email address you want to use for this purpose must be unique within the ApprovalMax environment. - 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.
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