Add an Account

The Accounts Payable Admin can add an account to be used as a forwarding email address.

  1. From any tab in Automatic Invoicing, select the gear icon in the upper right-hand corner.
    Note: If you do not see the gear icon, you have not been set up as an Accounts Payable Admin. Contact your System Administrator for assistance.
  2. Select Add Account.
  3. In the Account Name field, enter a name for the account. This is the name for the account that will appear in the Inbox.
  4. In the Forward To Email Address field, enter a unique address name. This name will be used in the email address for the account. Note that this name cannot include spaces.
  5. If you want the account to display messages that do not include attachments, select Show messages without PDF attachments.
    Note: You may want to select this option if you need to receive a verification email in order to set up email forwarding, or if you want to view any invoices, which arrive as email messages rather than attachments. Note that, without an attachment, you cannot add the invoice to the batch using Automatic Invoicing.
  6. Select Save.
The account is created, and will appear as a tab at the top of the Inbox. Note that the Forward To Email Address now includes the word, "invoices" at the beginning and is appended with your Enterprise ID.
Use the email address displayed under Forward To Email Address to set up a forwarding email address in your email application.

For example, in the following account, you would enter the following as the forwarding email address: