This article will guide you through the setup of getting creditor/vendor invoices (also known as vouchers in WorkBook) imported directly from an email account to WorkBook. Automatically creating a creditor invoice line with the invoice file attached to the email as an entry in the workbook Workbook creditor module. More on how this looks later.
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ACTIONS OUTSIDE OF WORKBOOK
Your team must figure out if it is Are you allowed from a company protocol perspective to have the IMAP protocol enabled. ? WorkBook only supports retrieving emails through that specific protocol. Contact your IT department or put them together with your tangram team Tangram consultant to make sure the right questions are asked.
If your team is okay with having you can IMAP open we provided some examples from Office 365 and Google mail.
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Get started with IMAP
Enable IMAP
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GMAIL SETUP EXAMPLE
We have created an example using a personal Gmail account. These actions are available for corporate accounts as well, as long as the user is performing these actions as an administrator.
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