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 creditor module. More on how this looks later.
ON THIS PAGE YOU WILL FIND: | |
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ACTIONS OUTSIDE OF WORKBOOK
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Navigate tothe parameter > and insert your information - see the example table below
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Agent Parameters | Name | Value |
|---|---|---|
108 | WorkBook web address | Leave empty |
109 | user login for storage service | Leave empty |
110 | Password for storage service | Leave empty |
111 | IMAP server address | ssl:// imap Address |
112 | IMAP user login | Email or domain name |
113 | IMAP password | App password or password |
114 | IMAP Source folder (the folder that will be read from) | Inbox |
115 | IMAP Destination folder (the folder mails will be moved to, after read) | Inbox/Imported |
116 | Company | Select the company you want to import creditor invoices to |
117 | Send reply after import | Checkmark [ ] |
118 | Description | Sender email and subject |
That’s it!
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Go to
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finance & administration module > creditors > creditor invoices
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Parameter for Agent
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Agent parameters
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Name
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Value
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108
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WorkBook web address
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Leave empty
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109
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user login for storage service
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Leave empty
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110
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Password for storage service
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Leave empty
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111
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IMAP server address
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ssl:// imap Address
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112
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IMAP user login
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Email or domain name
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113
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IMAP password
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App password or password
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114
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IMAP Source folder (the folder that will be read from)
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Inbox
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115
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IMAP Destination folder (the folder mails will be moved to, after read)
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Inbox/Imported
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116
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Company
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Select the company you want to import creditor invoices to
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117
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Send reply after import
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Checkmark [ ]
Tangram recommends not using this.
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118
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Description
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to review the invoices.
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