How to set up incoming supplier invoices

Accountability's Incoming Supplier Invoices function centralizes the management of supplier invoices, migrates your agency from paper to electronic invoices, and saves time on data entry. 

Steps: 

1. Create a specific email address for suppliers to send their invoices to, e.g.,  AP@xyzagency.com.
2. Set up an auto-forward on the above email address so that all emails sent to this address are automatically sent to ap@counta.com.
3. Log into Accountability and navigate to Set Up Files > Offices. 
4. Select an Office from the list to assign the email address from step 1 into the field labeled Supplier Invoice Email.  
   
   
   
5. Click on the SAVE button. 
6. Accountability will send a verification code to the email address you entered to confirm that you are authorized to use that address.  Enter the verification code in the field that pops up and click OK.
7. Notify your suppliers to route invoices to this new email address going forward.   
8. It is recommended that you assign a supplier email address to each Supplier invoice contact.  By doing so, the system will recognize the supplier when it receives the invoice through your Accountability inbox and will automatically assign the Supplier Name.