It’s important that all incoming invoice emails are automatically forwarded to your designated CINC inbox.
Setting Up Auto Forward Rules in Gmail
Follow these steps to set up an auto forward in Gmail:
In CINC, go to System > Company Profile and click Settings.
OR
In CINC with universal navigation, go to Settings > General > Company profile and click Settings.
Click the Allow invoices from all domains toggle.
Click Save.
In Gmail, go to Settings > See all settings.
Click the Forwarding and POP/IMAP tab.
Click Add a forwarding address.
Enter the forwarding address.
Note: This is the email address you want to forward invoices to. This should be your CINC account’s unique invoice email upload address. For example, if your invoice email address is [email protected], replace customer with your database name as it displays in your cincsys.com URL.
Click Next > Proceed > OK.
In CINC, go to System > Company Profile and click Settings.
OR
In CINC with universal navigation, go to Settings > General > Company profile and click Settings.
In the PDF email configuration section, enter the email address you are forwarding from in the Google Forwarding Verification Email field and click Verify.
The system verifies that the latest confirmation email arrived at your invoice upload email address. A message displays when verification is complete. Click Ok.
Note: If you receive an error, go back to your Gmail settings and verify the invoice upload email address is properly configured.
In Gmail, locate the forwarding confirmation email. If this is not in your Inbox, check your Spam folder.
Click the link provided in the email to confirm the request, then click Confirm when prompted by Gmail.
In Gmail, return to Settings > See all settings > Forwarding and POP/IMAP. In Forwarding, enable forwarding and select the CINC invoice upload email.
Click Save Changes.
Send a test email to the Gmail address configured to auto forward.
Wait for confirmation that the email was forwarded and successfully passed into CINC. You’ll receive a confirmation email once this happens.
If you are not using the Cephai Invoice Skill:
In CINC, go to Vendors > Assign Invoices to verify that the invoice displays correctly.
OR
In CINC with universal navigation, go to Payables > Invoices > Assign Invoices to verify that the invoice displays correctly.
If you are using the Cephai Invoice Skill:
In CINC, go to Vendors > Review AI-Coded Invoices to verify that the invoice displays correctly.
OR
In CINC with universal navigation, go to Payables > Invoices > Review AI-Coded Invoices to verify that the invoice displays correctly.
Setting Up Auto Forward Rules in Outlook
Follow these steps to set up an auto forward in Outlook:
In Outlook, go to Settings > Mail > Rules.
Click Add new rule.
The Rules page displays. Enter the Name of the rule.
In the Add a condition section, select To from the drop-down list and enter your management company email address.
Click Add another condition.
Select Has attachment from the drop-down list.
In the Add an action section, select Forward to from the drop-down list and enter the dedicated CINC email address you want to forward invoices to. For example, [email protected].
Click Save.