Setting up Accounts Payable Automation

To set up Accounts Payable Automation, you must complete the following tasks:

Remote Site Settings - Accounts Payable Automation
Setting up Email Service for Scanned Payable Documents
Assign the Scanned Payable Documents record page

Prerequisites

The Scanned Document Configuration Settings is a protected custom setting and must be configured by Certinia Support.

This setting controls access to Accounts Payable Automation and your environments.

Remote Site Settings - Accounts Payable Automation

You must register a new remote site setting before it can be configured for Accounts Payable Automation.

The remote site setting must be configured with the OCR provider’s URL. Set the URL - https://custom-ocr.klippa.com as the default value.

For more information, see the Salesforce Help.

Setting up Email Service for Scanned Payable Documents

Note: This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Configure the email service to receive invoice attachments before sending the invoices to the designated email address.

To set up an email service:

Navigate to Email Services and click New Email Service.
Create the email service using the FDN Managed “ScannedPayableDocumentEmailService” global apex class for Accounts Payable Automation. Ensure that the Accept Attachments field is set to Binary attachments only while creating the email service.
An email address can be used as a generic email address for all companies.

Note: Depending on the requirement, you can choose to specify the company's specific email address on the Scanned Payable Document Email of the Foundations Company object.

For more information on Defining an Email Address, see the Salesforce Help.

For more information on Email Services, see the Salesforce Help.