Get emails

Use this function to process documents sent to the AP Automation email, that was created when you registered your company. Documents are processed using 2 different bulk actions to get attachments and then scan documents.

Define your criteria

  1. You can select all companies or a single company.
  2. If you selected All companies, you need to enter a legislation. Otherwise, the legislation displays for the selected company.
  3. You can enter a date range. For a single date, such as the current date, leave the End date field empty.
  4. When you select OK, the service returns all invoices that match your criteria and that have not yet been processed.

When complete a record for each email retrieved is created in the Process documents function. You can review the records, but this is not required for the next step.

Next, use the Scan documents functions to send and get results from the AI service.

A log file displays when complete. You can also create a standard batch task for this process.

Set up batch tasks

For each process, you can set up a batch task to run the process in the background. In Task management (GESABT), we deliver the two tasks below that can be used in Recurring task management (GESABA).

The recurring task codes are as follows:

SNAPGETEXT – AP automation get extractions: To get emails from the Sage AI service

SNAPGETRES – AP automation get results: To scan and map data from the Sage AI service

Screen management

All companies (field ALLSNAPCPY)
Select this checkbox to get emails for all registered companies.
Company (field SNAPCPY)
Or, you can enter or select a company to get emails for a single company.
Legislation (field SNAPLEG)
If you selected all companies, you need to select a legislation.
If you entered a company, the legislation displays for that company.
Start and end dates (fields SNAPSTRDAT/SNAPENDDAT)
Enter a date range to only include documents within those dates.

Specific buttons

Memo Select this action to save the current settings to reuse later using a unique memo code. The memo code is linked to your user profile, not to the function or the screen.
Recall Enter or select the unique memo code you created to apply the settings saved with that code.
Delete memo This action deletes a saved memo code and cannot be undone.