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
To adjust the email settings for incoming email, click on "Settings" in the menu on the left, then "Master Data," and then "Email Settings."
At the top of the screen, you can set the email address you would like to use for this feature. If the address is still available, it will be created. You can also specify whether you want to receive a notification for each incoming invoice.
If you use email forwarding (automatically forwarding emails) to forward your invoices, you will need to configure something extra.
In the input field under @informeronline.eu, you can enter the forwarding email address. Here, you should enter the original email address that received the email.
In the example above, invoices originally come to [email protected] but are set up to be forwarded directly to [email protected].
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 Expenses section.
However, it is also possible to use this email address to send emails to the sales journal and archive.
In the example below, the configured email address is [email protected].
To email directly to the sales journal, send an email to markdemo.sales-[email protected].
To email directly to the archive, send an email to markdemo.archive-[email protected].
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.