There are two ways your vendors can submit their invoices to Accrualify.
Option 1: Email alias
If your company has vendors sending their invoices to your AP alias, your Accrualify implementation specialist will set up a forwarding alias into the Accrualify platform. This allows your vendors to continue sending invoices without modifying their behavior.
The forwarding alias then pushes any attachments into Accrualify, which then passes it through OCR for initial processing.
New invoices then appear in your invoice Inbox for processing and approval.
Option 2: Submitting through the Accrualify Vendor Portal
When you onboard a vendor, you have the option to invite them to join your Vendor Portal. Once they have set up their account, they can add their banking, W-9, and contact details. Once that data has been added, they are able to submit invoices from a simple form.
Inviting an existing vendor to the Vendor Portal
Step 1: Go to the Contacts section of Accrualify and select the vendor contact you wish to invite to the portal.
Step 2: Once you are in the vendor contact detail page, click on the "Resend Welcome" button on the top right of the page. This will send an invite to the vendor to sign up for the Vendor Portal.
Inviting a new vendor to the Vendor Portal
Step 1: Go to the Vendors section of Accrualify. In the top right of the page, click the "+ Add" button.
Step 2: Fill out the form in the modal window. In order to send an invite to the portal, you will need to enter at minimum a primary contact email. Once you have created the contact, select it in the grid, and select "Bulk Action" > "Send Welcome".
Once your vendor has access to the portal, they will be able to submit their invoices via a simple form by clicking on a "Submit an Invoice" button on the portal landing page or the "Submit Invoice" button in the Invoices section of the Vendor Portal. An example of the form below: