Information from subject lines and email texts of incoming invoices by email are available for automation.
The transfer of invoices via email is a common method to import invoices into Finmatics. Suppliers send invoices to a designated email address, and the attachments (pdf, tiff, jpeg, or ZIP files) are automatically processed. For more information, refer to How can documents be sent to Finmatics via email?.
Often, important information is found in the email subject lines or body text, which you can utilize for automation. For example, information from subject lines or body text of incoming emails is utilized to automate the purchase order number and project details (PSP Elements).
Functions
Extraction of information via Regular Expressions or keywords from the email subject line into a defined invoice field (one or more fields possible). Alternatively, information can be transferred from the email text using Regular Expressions into a defined invoice field (one or more fields possible).
Examples
- Automation of Delivery Note Numbers
- Supplier includes the order number or delivery note in the email subject line or body text. This information is extracted from the incoming email and transferred to the "Purchase order number" field.
- Automation of Cost Centers
- Supplier includes cost center information using specific keywords in the email subject line or body text. This information is directly utilized.
- Automation of Cost Centers via Machine Learning (Customized ML)
- Information from subject lines and body text can be valuable for predicting cost centers. This information is available for Customized ML models.
Setup
For the setup, please contact your Customer Success Manager or our Support Team at support@finmatics.com.