Setting Up Email Service for Accounts Payable Automation

Note: This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Configure the email service to receive invoice attachments before sending the invoices to the designated email address.

To set up email service:

1. Navigate to Email Services
2. Create the email service using the FDN Managed “ScannedPayableDocumentEmailService” global apex class for Accounts Payable Automation. Ensure that the Accept Attachment field is set to Binary attachments only while creating the email service.
3. Now add email addresses for the companies you want the Accounts Payable Automation feature to work with. Repeat this step to add multiple emails for different companies. For more information on Defining Email Address, see the Salesforce Help.
4. Copy the email address created in the steps above from the Email Address section.
5. Navigate to the Company object record for which you want to set up the email service.
6. Paste the copied email address into the Scanned Payable Document Email field.

Repeat steps 3-6 to add email addresses for multiple companies.

Notes:

While setting up the email service, you must ensure:

• The email generated in the email service must be related to a specific company.
• The context user for the generated email must have access to the company for which the email has been created.
• It is recommended to assign only one email address to the Scanned Payable Document Email field within the Company object.

For more information about Email Services, see the Salesforce Help.