Maintaining Other Capture Processing Settings

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 the Exception Email Address field.

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.

To activate this feature, select Yes from the Enable Vendor Segregation list.

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.

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.