AP Automation Onboarding Process

AP Automation is available to all customers operating in US Dollars. To activate the features, please send an email to licensing@accountingseed.com.

Overview

The information in this article provides an overview of the process for onboarding when using the Accounting Seed’s AP Automation features. For more information about AP Automation, refer to the AP Automation Overview article.

This article includes all of the configurations that are necessary as a part of the onboarding process. The information in the article is listed in the order and process for customers to complete the necessary steps.

Contents/Checklist

• Configure Payment Services in Accounting Seed 
  • Update Vendor Records with Address and Contact Information
  • Update Page Layouts and Permissions (Existing Customers)
    • Ledger Object
    • Lighting Record Pages Edits
    • Account Object
    • (Optional) Add ACH Quick Action Button
    • Payable Object
    • Update Permissions
    • Update the Payable Lightning Record Page
    • Payable Line Object (New and Existing Customers)
    • Cash Disbursement Object
    • Payment Method Object
    • General Ledger Account Object
    • Bank Disbursement Object
    • Bank Account Object
  • Activate Remote Site Setting and Authorize AS Hub on Payment Settings
  • Set the Default Payment Services Ledger
  • Enroll Ledger(s) in Payment Services
  • Complete the Bank Account and GL Account Settings
  • (Optional) Enable Automated Match in Bank Direct Connect
• Configure Payment Services in Edenred
  • Remove Debit Blocks
  • Complete the Edenred Account Setup and Application Form
• Process Test Payments and Enroll Vendors 
  
  • Add Basic Vendor Setup for any Payment Services Type (ACH, Virtual Card, or Check)
  • Complete the Additional steps to Test an ACH Vendor
  • Complete the Additional steps to Test a Virtual Card Vendor
  • Complete the Additional steps to Test a Check Vendor
  • Run a Micro-transaction Test(s)
  • Import Vendor Payment Methods For ACH Vendors
  • Enable Vendors for Payment Services
• Configure Payment Proposal
  • Schedule Automated Jobs
  • Add Filters to the Payment Proposal Search Report
• Configure Email to Payable
  • Set up an Email Service
  • Send a Test Email to Payable

Configure Payment Services in Accounting Seed

Update Vendor (Account) Records with Address and Contact Information

Email to Payable

When using the Email to Payable feature, complete the step below on the Account record for each Vendor.

1. Ensure that the Primary Contact field is populated on the Vendor record and the Primary Contact (Contact record) has a valid Email Address.
   Note: This field is matched on the Email to Payable feature.

Payment Services

In order to remit payments to Vendors on your behalf, Edenred Pay requires specific information on your Vendor records depending upon the method of payment and for it to be formatted in a particular way. Since this process is most likely going to take some time, it can be started early and can run parallel while completing other configuration setups.

Note: The actual enrollment of Vendors into Edenred Pay is in a separate section that will occur later during the onboarding process.

Complete the steps below for each Vendor that you want to pay using Payment Services with the Vendor’s preferred method as Virtual Card, ACH, or Check. 

1. Ensure the following fields are entered or selected on all Vendor records:
   
   1. Accounting Type – this can be set to Vendor or Customer and Vendor.
   2. Accounting Active  – select this checkbox to make the Vendor record active.
   3. Billing Address – this needs to be the full and complete Billing Address.
      
      1. Address Line 1 (Street number and name)
      2. Address Line 2 (Optional)
      3. City
      4. State (full name of the US state)
      5. Zip Code (five digit code is required)
      6. Country (set this to "United States")
   4. Enter an AP Remittance Email address for each Vendor. This is the main email address that will receive Virtual Card payment information or remittance information for a Check or ACH payment. Enter a single email address in this field.
   5. (Optional) In the AP Vendor Emails field, enter any additional email address(es) that should receive Virtual Card payment information and/or remittance information for a Check or ACH payment.
      Note: If you have more than one email address to enter in this field, use a comma to separate each email address.
      
   6. Optional) Select the Individual checkbox on the Account record when paying the Vendor using funds that will go into a personal checking account, rather than a business checking account.
      When this checkbox is selected in Accounting Seed, the Individual field on the Vendor will automatically be set in Edenred Pay.
2. For Vendors who would like to be paid by ACH, as a preliminary exercise, we recommend that you:
   
   1. Identify this list of Vendors
   2. Determine where and how to retrieve bank information for each Vendor. For example, if you have been using a different system to pay your Vendors using ACH, you will have bank account and routing numbers for them, which will need to be migrated. Other useful information includes the following:
      
      1. Bank Name
      2. Name of the Account Owner
      3. Type of Account (Individual or Business)
      4. If there is more than one bank account for a specific Vendor, then identify the one that should be the default payment method.
         Important: The Vendor Payment Methods cannot be imported into Accounting Seed until you get to the Import Vendor Payment Methods for ACH Vendors section. 

Important: At this point, do not enable the Enroll in Payment Services checkbox or set the Payment Services Type. You will complete enrollment in the Process Test Payments and Enroll Vendors  section. 

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Update Page Layouts and Permissions (Existing Customers)

Most of the configuration changes that are included in this section will only need to be performed by existing Accounting Seed customers. However, the update to the Payable Line object is optional for both new and existing customer.

Ledger object

Page Layout changes

1. Edit the page layout on the Ledger object:
   
   1. Display the main/default Ledger record and click the Gear icon then select Edit Object.
   2. From the left navigation panel, click Page Layouts. Then, select the Ledger Layout.
2. Drag and drop the Accounting Method field into the Information section.
   Important: On the Transactional Ledger record, select an Accounting Method from the drop-down list.
3. Add a new Payment Services section into which related fields will be added:
   
   1. Drag and drop the Section field onto the page layout directly under the Default PDF Formats section.
   2. Enter Payment Services in the Section Name field. Then, click OK.
4. Drag and drop the following related fields into the newly created Payment Services section:
   
   1. Taxpayer Identification Number
   2. Enrolled In Payment Services – set this field as Read-Only. You can do this by selecting the field and clicking the Wrench icon to display the Field Properties dialog box. Then, select the Read-Only textbox and click OK.
   3. Payment Services Company Code – set this field as Read-Only
   4. Payment Services Enrollment Status – set this field as Read-Only
   5. Application Email (formerly Payment Notifications Email)
   6. Payment Withdrawal Method
   7. Application URL – this URL field will automatically be updated by Edenred after you Apply for Payment Services.
   8. Application Id – Edenred will automatically set this identification field after you Apply for Payment Services. It provides a way for Edenred to uniquely identify your business entity.
   9. Address – this will be a search lookup field on the Ledger for the company’s address. If the address is not found, you will be able to add the company’s name and address.
      Note: When the company's address is configured on the Ledger, the State name cannot be abbreviated. 
5. Add the Apply for Payment Services button:
   
   1. Click Mobile & Lightning Actions.
   2. Drag and drop the Apply for Payment Services button onto the page layout in the Salesforce Mobile and Lightning Experience Actions section.
6. Click Save to save all of the changes that you made to the Ledger object.

Lightning Record Page Edits

Adding this Logo Lightning Web Component allows you to upload your company’s logo into the Ledger screen, which Edenred will use on your behalf in email correspondence.

1. Display the main/default Ledger record. Click the Gear icon and select Edit Page.
2. From the left navigation panel, scroll down to the Custom Managed components.
3. Click and drag and drop the File Manager component into the right panel in the upper right section of the screen.
4. Click Save.
5. Click Activate.
6. Click Assign as Org Default.
7. Click Next.
8. Click Save.

Account object

1. Edit the page layout in the Account object and add the new Payment Services section. Then, add the field names listed below.

• • AP Remittance Email
  • AP Vendor Emails 
  • Individual
  • Payment Services Type  
  • Enable Payment Services
  • Last Payment Services Sync Date – set this field as Read-Only
  • Payment Services Vendor ID – set this field as Read-Only

2. For Email to Payable, ensure that the Primary Contact field (AcctSeed__Billing_Contact__c) is on the Account page layout. 
3. On the Account page layout, select Related Lists. Then, drag and drop the AP Payment Methods related list onto the page layout directly below the Cash Disbursements related list. Click the Wrench icon, and add the field names listed below.
   
   Note: Payment Method Name should already be selected as the first field name.

• • Default
  • Payment Method Type
  • Last Four Digits
  • Status

(Optional) Add the ACH Quick Action button

If you are using ACH Payment Methods to pay your Vendors, you can import them by using a .CSV file or add the Quick Action button onto the Account record for adding one-off Payment Methods. 

1. Display an Account record. Then, click the Gear icon and select Edit Object. 
2. Select Buttons, Links, and Actions. 
3. Click New Action. 
4. Create a Record defaults in the  Action Type drop-down list. Do not change this default.
5. Select Payment Method from the Target Object drop-down list. 
6. Select Vendor from the Relationship drop-down list. 
7. Enter Add Vendor Payment Method in the Label field.
8. Press Enter in the Name field to automatically display the name from the Label field. 
9. Enter For use with AP Payment Services in the Description field. 
   
   Note: Click here to view the above image in full screen. 
   
   
10. Click Save. 
11. From the Action: Add Vendor Payment Method layout, add the following fields (in the order displayed below):
    1. Default
    2. Vendor
    3. Payment Processor
    4. Payment Method Type
    5. Bank Account Type
    6. Routing Number
    7. Account Number
    8. External ID
    9. Last Four Digits
12. Click Save. 
13. From the left panel, click Page Layouts. Then, select the Account page layout. 
14. Select Mobile & Lightning Actions. 
15. Drag and drop the Add Vendor Payment Method button into the Salesforce Mobile and Lightning Experience Actions section. 
16. Click Save. 

When you are ready to create a new Vendor Payment Method, you can simply click Add Vendor Payment Method on the Account record. The Add Vendor Payment Method dialog box will display for you complete the fields and save the new Payment Method for the selected Vendor. 

Payable object

Edit the page layout in the Payable object and add the new Payment Services section. Then, add the field name listed below.

• Payment Service Eligible

While editing the page layout in the Payable object, add the field name below to the Date Information section. This is a formula field that will display a date, which is the Payable’s Issue Date + the Vendor’s Payable Discount Days Due.  

• Early Pay Date

Update Permissions

For AS Hub Authorization, add the following to a custom permission set and assign this to an admin user or an integration user.

• Apex Classes
  
  • AcctSeed.AccountingSeedHubHelper
  • AcctSeed.AccountingSeedHubService
• System Permissions
  
  • API Enabled
  • Download APP Exchange
• Field Permissions under Object settings
  
  • Account object | provide Edit access to the Fax field

For Email to Payable and Payment Proposals users, create and assign a custom permission set with the following:

• Apex Classes
  
  • AcctSeed.APAutomationService
  • AcctSeed.FileManagerController
  • AcctSeed.FilePreviewCarouselController
  • AcctSeed.FilePreviewCarouselFieldOptions
  • AcctSeed.PaymentProposal
  • AcctSeed.PaymentProposalSearchService
• Field Permissions under Object settings
  
  • Payables Object | under Field Permissions provide Edit access to the Default File Id field.
  • For Payment Services
    • Cash Disbursement Object | Edit access to the Payment Services Type field.
    • Cash Disbursement Object | Read access to the Bank Disbursement field.
    • Payment Proposal Line Object | Edit access to the Aggregate Balance, Credit Amount and Status fields.

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Update the Payable Lightning Record Page

Note: If you have a custom Lightning Record page, scroll down to the next set of instructions. 

Use the Accounting Seed standard page

Use the steps below to Activate the Advanced Line Manager (ALM) Payable Record Home setting. ALM will be available in the Payable screen to add Payable Lines.

1. Display a Payable record.
2. Click the Gear icon. Then, select Edit Page.
3. Click the Pages drop-down list and select ALM Payable Record Home.
   
   
   
   
4. Click Activation.
5. Click Assign as Org Default.
6. Click Save.

Add the Lightning Components to your Custom Lightning Record page

Use the steps below to add the Advanced Line Manager and the Related Documents carousel component to your custom Payable Lightning Record page. 

1. Make a note of the column heading names in your existing Payable Lines related list.
2. Remove the old Payable Lines related list.
3. Display a Payable record, and edit the page to display the Lightning Record Page.
4. From the left navigation panel, scroll down to the Custom - Managed components. 
5. Select the Advanced Line Manager. Then, drag and drop this component onto the page at the location where you want it to display. 
6. From the right panel, select/enter the following:
   
   1. For Child Relationship, select AcctSeed__Account_Payable_Line__c.AcctSeed__Account_Payable__c (AcctSeed__Project_Account_Payable_Lines__r)
   2. For Column Fieldset, enter AcctSeed__Advanced_Line_Manager_Columns
   3. For Drawer Fieldset, enter AcctSeed__Advanced_Line_Manager_Drawer.
7. To add the Related Documents component, from the left navigation panel, select the File Preview Carousel. Then, drag and drop it onto the Lightning Record Page in the location where you want it to display. 
8. From the right panel, change the Store File ID to Default File ID. 
9. Click Save, and Activate the page, if necessary. 
10. Edit the Column and Drawer fieldsets to display the column heading names that were on your old Payable Lines related list. Access the Object Manager | Payable Lines | Field Sets, and select Advanced Line Manager Columns to select the fields in the order of importance when the drawer is collapsed. Select the Advanced Line Manager Drawer field set to include any additional fields that should display when the drawer is expanded. 
11. Save your changes to the field set(s). 

Payable Line object (New and Existing Customers)

If you are a new or existing Accounting Seed customer, and you want to see a line number for each Payable Line when using the Advanced Line Manager (ALM), complete the steps below.

1. Display the Payable Line object.
2. Click Fields & Relationships.
3. Click New.
4. Under the Data Type column, select the Number radio button.
5. Click Next.
6. Enter Line Order in the Field Label.
7. Click Next twice.
8. Click Save.
9. Display a Payable.
10. Click the Gear icon and select Edit Page.
11. Click the Payable Lines related list.
12. Copy/paste AcctSeed__Line_Order__c into the Line Order textbox. 
    
    Note: Click here to view the above image in full screen. 
    
13. Click Save.
14. Click Activate.
15. Click Assign as Org Default. The Desktop radio button should be selected.
16. Click Next.
17. Click Save.
18. Click Back in the upper left portion of the screen.
19. Refresh the Payable record. The line number will display for each line on the Payable record.

Cash Disbursement object

Edit the page layout in the Cash Disbursement object and add the new Payment Services section. Then, add the field names listed below.

• Payment Services Type
• Payment Service Status – set this field as Read-Only
• Payment Service Status Note – set this field as Read-Only
• Payment Proposal
• Payment Method
• Bank Disbursement
• Payment Proposal Line 
• Payment Services ID – set this field as Read-Only
• Last Payment Service Sync Date – set this field as Read-Only

 Add Payment Services as a value to the Type field to the Cash Disbursement object.

1. Display a Cash Disbursement. Then, click the Gear icon and select Edit Object.
2. Click Fields & Relationships.
3. Scroll down and click the Type hyperlink.
4. Scroll to Values and click New.
5. Add Payment Services and click Save.
6. From the Values section, click Edit on the Payment Services Value. 
7. Enter AS Pay in the API Name field.  
   Note: Do not select the Make this value the default for the master picklist checkbox.
8. Click Save.  

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Payment Method object

Edit the page layout in the Payment Method object and add the new Payment Services section. Then, add the field names listed below.

• Vendor
• Account Number
• Available Balance
• Current Balance

Note: The AP Payment Method does not need to be added onto the layout.

Make the below updates to fields on the Payment Method object:

• On the Payment Method Type field add Virtual Card as a value
• On the Verification Status field add PENDING and ACTIVE values (in uppercase letters).

General Ledger Account object

Edit the page layout in the General Ledger Account object and add Bank Account field onto the page layout.

Bank Disbursement object

The page layout information will automatically be updated for the Bank Disbursement object.

Note: No configuration is required for the Bank Disbursement object.

Bank Account object

The page layout information will automatically be updated for the Bank Account object.

Note: No configuration is required for the Bank Account object.  

The Bank Account screen will include the ability to add the main signor’s signature, which will be used on checks to your Vendors.

Activate Remote Site Setting and Authorize AS Hub on Payment Settings

Activate Remote Site Setting

This is required if the Spring '24 release was pushed to your production org. 

Note: If your org was upgraded using the installation link, simply verify that the Active checkbox has been selected on this Remote Site Setting. Then, continue below to Authorize AS Hub. 

1. Click the Gear icon and select Setup. 
2. Enter Remote in the Quick Find textbox.
3. Select Remote Site Settings.
4. Select the ASQProd_AccountingSeed setting. 
5. click Edit. 
6. Select the Active checkbox. 
7. Click Save. 
   
   Note: Click here to view the above image in full screen. 

Authorize AS Hub

This is a one-time setting that is an authentication step, which allows the data from Edenred to be transmitted back into your org. Completing this setting will lay the foundation for data transmission once the onboarding process begins. For information on completing this one-time setting, refer to the Accounting Seed Hub Authorization article.

Best Practice: It is recommend that the Authorize AS Hub setting be completed by a user with the AS Full Admin permission set assigned. Some organizations have an "integration user," and this type of user can complete this setting as long as they have a Salesforce license, the AS Full Admin permission set and additional permissions, which are listed in the Update Page Layout and Permissions section of this article. 

Important: When using the "integration user," you must log out as your username, and explicitly log in as the integration user. Note that using the "Login" button on the user record to log in as the integration user will display an insufficient privileges error message when you attempt to complete the Authorize AS Hub setting. 

Set the Default Payment Services Ledger

This setting allows you to select and set your main Transactional Ledger for AP Automation. For more information, refer to the Set Default Payment Services Ledger section on the Payment Settings article.

Best Practice: It is recommended that this setting be performed by a user with the AS Full Admin permission set assigned.

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Enroll Ledger(s) in Payment Services

As a part of this onboarding process, the Payment Services section that you added to the Ledger object will need to have information completed in that section on the Ledger screen. Currently, the AP Automation supports USD Ledgers. 

Note: Click here to view the above image in full screen. 

Single-Ledger Org

1. Navigate to Accounting Home and click the Setup tab. Then, under the Ledger menu, click Ledgers.
2. Select your default Ledger record. Then, click Edit.
3. From the Payment Services section, complete all of the following fields:
   
   1. Taxpayer Identification Number – enter the TIN for the business entity
   2. Application Email (formerly Payment Notifications Email) – enter the email address of the person who will complete the Edenred application. This person will need to have access to the company’s statements and financial information. Typically, this is most likely the CFO or the Owner of the company.
   3. Payment Withdrawal Method – select By Transaction from the drop-down list
   4. Click Save.
4. From the Logo section, upload (or drag and drop) your company’s logo image file into this section of this Ledger screen. This logo will be used on the remittance email sent by Edenred Pay to your Vendors, on your behalf. 
   
   1. Share the Logo file with the user who authorized the Accounting Seed Hub. Click the Notes and Files tab, click the Logo file, and then click Share: select the Accounting Seed Hub user as a "Viewer" and click Done. 
      
      
      Note: The logo should be a PNG or JPG file that is 300 x 70 pixels. 
      
      
5. Click Apply for Payment Services. The Apply for Payment Services dialog box displays with the email address that was entered above.
   
   
   
   
6. Click Apply. This will prompt Edenred Pay to send a URL to the Application URL field on the Ledger page. 
7. Refresh the Ledger page. The Payment Services Enrollment Status has been updated to Initialized. Additionally, a URL displays in the Application URL field.
8. Copy/paste the URL into a new browser window, and press Enter. The Register for Accounting Seed form displays.
9. Enter the required information.
   
   
   
   
10. Click Register.
    

    Edenred will display an acknowledgement. Also, the Payment Services Enrollment Status on the Ledger page will be updated to In Progress.
    
    At this point, Edenred will send you an email with instructions to set up your account and begin the application process. You will complete the application process in the Complete the Edenred Pay Account Setup and Application Form section below.

    
    
    
11. From the Payment Services section, complete the Address field. Search for and select the company’s address. Otherwise, click New Address to add the company’s address. Ensure that the Country field has the two letter format. 
    Important: Do not edit the remaining fields, which will automatically be updated by Edenred.

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Multi-Ledger Org

On a Multi-Ledger org, you will first need to determine:

1. The Transactional Ledgers for which you would like to enable Payment Services 
   -and-
2. Which of these Ledgers should be set up as a “parent” Ledger. Edenred Pay requires this so that your master data (Vendors and Payment Methods) are associated to this parent Ledger. Note that this is also the Ledger from which your application will be started.

Next, on all child Ledger(s) that you intend to enable for Payment Services, enter their Taxpayer Identification Number (TIN). Then on the “parent” Ledger, enter all of the information and follow the same steps as listed under the Single Ledger Org.

Complete the Edenred Pay Account Setup and Application Form

Important: Make sure that the following domains are trusted sites in your email: corporatespending.com and edenred.com.

For assistance with completing the application form, refer to the Edenred Review Checklist. 

After you submit the necessary registration information and click Register, an email will be sent to the email address that was entered in the Application Email (formerly Payment Notifications Email) field on the Ledger record. The email will include a “Let’s go” hyperlink, which you can click to continue. After clicking this link, you will be prompted to create a password, which will be used to log into Edenred Pay. Once your password has been set, the Welcome screen below displays with the Begin Application button, which you can click to start the application process.

When your Edenred Pay account has been created, complete the application for your company.

Note: For Multi-Ledger orgs, you will need to provide details for each Transactional Ledger on the same application. The Edenred application includes the following sections:

• General Information
• Contact Information
• Company Structure
• Bankruptcy Detail
• Bank Reference
• CSI Paysystems Designated Admin User
• Company Documents

Additional tabs on which information may need to be provided include the following:

• Schedule
• Application Members
• Account Applicant

Once the application is complete, Edenred begins the review process and updates the status. This status is tracked on the main Ledger’s Payment Services Enrollment Status field. 

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The Payment Proposal Search Report is used as a part of the Advanced Search in the Payment Proposal screen. You can add standard or custom filters, as well as configure filter logic to find the Payables that you need to pay. For example, a service providing business might include “Project Site” as a custom filter to be able to perform an Advanced Search using this filter in the Payment Proposal screen.

1. Navigate to Accounting Home and click the Run Reports tab. Then, under the Custom menu, click Management Reports.
2. Click All Folders. Then, select the Payment Proposal Search Reports folder.  
3. Click Payment Proposal Search.
4. Click Edit.
5. Click the Filters tab.
6. Click in the Add Filter search textbox to display the available list of filters.
   
   Note: Remember that you can also add custom filters to the standard list that displays.
   
   
   
   
7. Select each filter and operator, as necessary to include in your Advanced Search. Then, click Apply. For example, you selected Balance as a filter. Therefore, you might want include “Not equal to” as the operator, and “0.00” in the operator textbox. Then, when you use this filter as part of an Advanced Search, the search results will automatically exclude records with a zero balance.
   
   Note: The selected filters can always be modified/deleted later. Once you have had an opportunity to become familiar with using Payment Proposals, you might decide to make adjustments to the selected filters.
   
   
8. Click Save.

Create a Copy of the Payment Proposal Search Report

You can also create a copy of the Payment Proposal Search Report and rename it, as necessary. For example, you might add filters to a report to specifically search for software vendor license bills or perhaps you want to search for Payables that are only related to utility bills. You could save a copy of this report so that at any time you can come back to the Payment Proposal screen and select the Report Name that only includes precisely the type of bills you want to search for. Use the steps below to create a copy of the Payment Proposal Search Report.

1. Navigate to Accounting Home and click the Run Reports tab. Then, under the Custom menu, click Management Reports.
2. Click All Folders. Then, select the Payment Proposal Search Reports folder.
   Important: In order to select the saved copy of the report from the Advanced Search tab in the Payment Proposal screen, it must be in the Payment Proposal Search Reports folder.  
3. Click Payment Proposal Search.
4. Click the drop-down arrow in the upper-right portion of the screen, and select Save As. The Save Report As dialog box displays.
   
   
   Note: Click here to view the above image in full screen. 
   
   
5. Rename the Report Name, as necessary.
6. Click Save.
7. From this point, you can follow the steps in the Add Filters to the Payment Proposal Search Report section above to add filters for your new report.
8. (Optional) Repeat these steps to create another copy of the Payment Proposal Search Report with a different Report Name.

In order to perform this test, you will need a sample invoice that can be attached to the test email.

1. Copy/paste the email address that you created using the Email to Payable article into the To field on a new email.
2. Add Test Email to Payable in the subject line.
3. Attach the sample invoice to the email. Then, send the email.
4. Navigate to the Payables list view.
5. Select the All list view. The new Payable that was created from the email will display with a Posting Status of “Draft,” as mentioned in the Email to Payable article.
   Note: If the new Payable with the “Draft” Posting Status does not display, refresh the page. This might take a few minutes to display.
6. Click the Payable to display it and then scroll down to the Payable Lines section, which is the Advanced Line Manager.
   Note: Once the Payable record is automatically generated, an initial new row will display in the Advanced Line Manager for creating the first Payable Line. As in the sample screen below, the invoice that was attached to the email will display in the Related Documents carousel below this so that you can quickly and easily add your Payable Lines.
   
   Note: Click here to view the above image in full screen. 

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____________________

Winter '25 Release

Release Notes and Schedule

Bank Account Number must be entered without dashes or spaces and the Routing Number must be 9 digits. 

____________________

Summer '24 Release

Release Notes and Schedule

The AP Vendor Email and Individual fields were added to the Account object.