What Are We Trying to Accomplish?
Allowing suppliers to send their invoices directly into SourceDay allows you to take one item off of your to do list. Once a supplier's template is complete, you just need to provide your supplier with their specific email and every invoice they send to that email will automatically upload into the SourceDay AP application.
Each supplier will have their own email address assigned that suppliers can send their invoices to. This is to not only allow for a single supplier to have multiple invoice templates but also to ensure the correct template is used for each invoice sent in - decreasing the time needed from you, the accountant, to match an invoice to a template.
How Do I Do It?
We recommend taking this in multiple steps in order to help this process run as smoothly as possible.
1) Send a note out to your suppliers letting them know that change is coming. No one likes to be surprised, so a little notification can go a long way for a smooth onboarding for you and your suppliers. We even created a sample note that can be sent out to your suppliers.
2) Enable email delivery. This article on enabling email delivery will walk you through the steps to get this in place for your suppliers. It's important that you are only enabling this feature for suppliers with a template in "complete" status available in Production.
3) Once you are ready for suppliers to start sending emails in, you will need to send them the email with their company specific information in it. This article will walk you through sending the email to your suppliers letting them know their email address and that they are ready to go.
That's it! You're ready for suppliers to start emailing in their invoices.