Maintain Other Capture Processing Settings

The Other Settings tab has additional options for configuring capture processing. These options include:

• Exception Email Address
• Enable Vendor Segregation
• Default Ledger
• Default Policy for Upload
• Default Policy for Email

Review the following terms to learn more about the available settings.

Exception Email Address

All supplier emails received for processing are viewed and handled by the system, including those that cannot be processed. When the system encounters an email that cannot be processed (unsupported document type; credit memos), the original email is formatted into a single PDF document that is sent as an attachment in the exception email notification to the recipient specified in Exception Email Address field.

Enable Vendor Segregation

You can filter which vendors can be assigned to an invoice, increasing vendor accuracy by reducing the number of available options. By linking multiple email addresses to a single email alias and assigning this alias to a group of vendors, only those vendors will be available during the OCR and manual verification steps. You can also set a default policy and language attribute for the system to use.

Default Ledger

If your company uses multiple ledgers, you can specify which ledger to associate with invoice outputs generated by Capture Processing. This prevents incorrect account codes from being linked to invoices.

Default Policy for Upload/Default Policy for Email

The default policy options allow the administrator to set a policy that batches inherit based on their sending method (upload or email). This policy automatically populates the Policy field for emailed and uploaded batches on the Verification page.

• Use the Other Settings tab to configure exception email, vendor segregation, ledger, and default policies.
• Set an exception email address to receive a PDF when the system cannot process supplier emails.
• Enable vendor segregation to limit vendor choices during optical character recognition and verification, improving vendor accuracy.
• Select a default ledger to associate invoice outputs and prevent incorrect account codes.
• Set default upload and email policies to auto-fill the Policy field for batches on the Verification page.