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Invoice Document Support - Email Invoice Documents into SARA

Updated

The ability to upload invoice documents into SARA can be done via email.

 

 

This email can come from any source, ERP system, manual emails, etc. and can be setup one of 2 ways:
(NOTE: There is a limit of 30 MB in total on the email. This is for the ENTIRE email and not just the attachments)

 

(NOTE: There is a 76 character limit on the PDF name)

 

  • Single File Name or individual invoice documents (separate files attached to the email)

  • Form Tag Split - one document with multiple invoices that is split within SARA into individual invoice documents after upload (note: text on form does not have to be used with InvcERPKey variable, but same format %%key=Variables%%

Steps for Setup:

 

  1. Admin Settings & Utilities Site Options

  2. Navigate to "Options" tab and select the "Documents" button (Note: 

  3. Click the + sign to add a new record or click Edit to modify an existing one

  4. Select your Doc Type (usually Invoices to upload them to the PDF symbol)

  5. Enter in your dynamic name using a variable for the document name or document key (the naming convention for the PDFs, ex @CustID-@TranID.pdf) - please contact support to assist with dynamic name or click here for more information and examples

  6. Click Access Credentials and then add new record

  7. Fill out the description

  8. Select the credential type of "Email ATC Upload" or "Manual ATC Upload" (Though we recommend using the "Email ATC Upload")

  9. Select the Method - **(This only applies if using the "Manual ATC Upload)**

  • Single File Name - When this option is chosen, then the system will use the File Name to determine the Invoice that the emailed PDF should be tied to. This will use the Dynamic File Name Set Up

  • Form Tag Split - When this option is chosen the system will look for the tags from within the PDF document and split / tie to the appropriate invoice. This will use the Dynamic File Name Set Up (NOTE: this method requires text coding to be added to the invoice form reflecting the dynamic name or invoice key - please contact support if assistance needed for modifying your invoice form)

Click Save
Select the access credentials just created and click select
Click Insert

 

Emailing invoice documents to SARA:

  1. PDFs will need to be emailed to: LicenseKey + @my.anytimecollect.com

example: 12345678912abc@my.anytimecollect.com
    2. To find your license key: As an Admin User Navigate to My profile (Person icon in upper right-hand corner) Account License Key
License key is located in the lower right-hand corner of the account page
    3. Emails will be received and the attached invoice(s) will be associated according to the dynamic naming convention

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