How to consolidate generic auto-capture emails - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Quadient AP provides a generic auto-capture email for all users. This email is tied to a user's account and allows them to send invoice images directly to Document Inbox. Once processed through Autocapture or Smartcapture, the invoice will be assigned to the user tied to that auto-capture email. The Consolidate Generic Auto-Capture Emails feature removes the tie between a user and their auto-capture email. In this case, after processing the invoices will remain in the Document Inbox to be assigned out by the Lead Invoice Assigner. 

Enabling consolidated generic auto-capture emails

System Administrators can enable the consolidated generic auto-capture email feature under the Company Settings tab in Settings. Select the users' emails you want to consolidate from the dropdown menu and click Apply. 

Users can be added or removed from the consolidated generic auto-capture email feature by a System Administrator as needed.

After processing, invoices sent to consolidated generic auto-capture emails will return to the Document Inbox. Users with the Lead Invoice Assginer role can view processed invoices under the All documents or Unassigned tabs of Document Inbox, and assign them to the correct users.