Within InformerOnline, it is possible to have purchase invoices sent directly to your accounting. To do this, you need to configure certain settings properly. Below is an explanation of which settings are required and how to configure them.
Setting Up Incoming Email
Benefits
One of the major advantages of this feature is the ability to automatically read invoices using OCR, the well-known "scan and recognize" method, or UBL, where the contents of the invoices are recognized by InformerOnline.
You can also forward invoices yourself (max. 20 MB per email, 2MB per attachment, and a maximum of 20 attachments) to this email address. However, using UBL is not included by default in your subscription. This is an additional option. OCR is most likely included in your subscription. Always check with the helpdesk to be sure.
How to Set It Up
Creating the Informer e-mail address
To create, or edit, the Informer e-mail address, follow the steps below:
Navigate to Settings in the left-hand menu;
Choose Email Settings;
In the first field in the column Incoming e-mail, you fill in the e-mail address you want to use. Only use a name: Informer will automatically generate the e-mail address for you.
Set up Forwarding
If you use email forwarding (automatically forwarding emails) to forward your invoices, you will need to configure something extra.
In the second field in the column Incoming e-mail, fill in the original e-mail address.
Example:
If you receive invoice at [email protected] before they are automatically be forwarded to your Informer e-mail address, [email protected] is your original e-mail address.
Notification per e-mail and sending a copy
If you want to receive an email notification when an invoice arrives, you can select this option from the pull-down menu. You can also specify the email address where you want to receive these notifications.
Mailing to the Archive or Sales Journal
By default, emails are received in the Purchase invoices section.
However, it is also possible to use this email address to send emails to the sales journal and archive.
Example:
Your Informer e-mail address is: [email protected].
Your Informer e-mail address for mailing directly to the Archive section is: [email protected]
Your Informer e-mail address for mailing directly to the Sales book section is: [email protected]
Pro tip: You can also use the Informer inbox. This way, everything is received in one place, and you can then assign the document to the appropriate location.