We recommend that you dedicate an email address for receiving AP invoices. However, if you have considerations that make you want to use the email address for other purposes, such as monitoring a more general AP queue, it can be done, with the caveat that senders will need to put a specific moniker in the subject line. The main use for this in in a testing scenario when you are first getting to know the product. It could also be used in very low volume situations.

In that case, you can designate a moniker, such as (INV) that goes at the beginning of each subject line. You can use Outlook with a rule to move any incoming email with that moniker to a sub-folder in your outlook. Any invoices moved to sub-folder will trigger the AI flow.

If you are using this on an ongoing basis, it is unlikely that vendors will put (INV) in their subject lines. The individual monitoring the email address will have to sift invoice emails and move them to that sub-folder.

This mechanism works in all of cases outlined in the table above.

Last modified: August 23, 2022

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