In Version 7.6. and higher Vendor Invoices can be emailed directly to DATABASICS from a Vendor via Databasics receipt imaging service. The invoices can be attached to the existing Vendor Payment forms or stored in the receipt repository.
In order for an external vendor to be able to send invoices to Databasics, a vendor email has to be tied to the vendor record in Databasics as follows:
Set up an external vendor record under Organization → Vendor setup
Set up a corresponding user record under Organization → Employee. Make sure to associate the Vendor record with the employee record
Indicate an email address where the invoices will be sent from by the external vendor, for example if it is from invoice@abc.com then set the email address for that user as invoice@abc.com.
You will be provided with a DATABASICS email address for your vendors to send the invoices to. Please contact DATABASICS support to find out the email address to send the invoices to.
Once the invoices are emailed from the email address tied to the vendor in the Databasics Employee record to the Databasics email alias, the invoices will show up in the receipt repository for all user users how has access to vendor payment only.
Any user having access to a Vendor Payment Form (report type) will have access to all vendor invoices stored in the receipt repository along their own receipts and will be able to apply them to the corresponding Vendor Payment forms.
The users will not be able to deleted the vendor invoices unless they have access to the vendor as a proxy and they proxy in the vendor record to delete the receipts from the repository.
