You’re offline. This is a read only version of the page.
Announcements
180
Hi
We run a few small companies in BC and use the outlook add-in for posting purchase invoices including creation of incoming documents from the invoice attached to the emails.
When we started ½ a year ago, we had various problems and poor performance, but with the latest updates of Business Central it works quit stable and we are very happy to have this functionality.
I do however have a few challenges and I hope you experts can give some suggestions how we can handle the following 3 issues.
1) The add-in automatic identifies the vendor in BC from the sending email address, but invoices from vendors are often sent to addresses like accounting@companyName.com or simply companyName@companyName.com and the accountant user are something like peter@companyName.com. Too allow "peter" to post these invoices via the add-in I think the emails need to appear in his inbox instead of the general company inbox. We have set up automatic forward from the general company inbox to peters inbox, but then the add-in is not able to automatic identify the vendor in BC. Is there an other way to handle this issue than the forwarding solution we use?
2) We also have an external accountant with an email address in a different domain from our tenant. So if our domain is companyName.com then the user logs in with poul@otherCompany.com. So far we have not had any succes to make the add-in work for poul@otherCompany.com. "Poul" is using a free External Accountant licens, and thanks to Microsoft for that option, but we would gladly pay for an additional license if the external accountant could use the add-in. Unfortunately I don't think a payed licence will solve the problem?
3) We have seen some improvements and changes to the add-in functionality come with the automatic updates of BC cloud, but I am wondering if there are also updates to the outlook add-in that we somehow have to install manually?
Best regards
Thomas Madsen Nielsen
No real solutions found.
We will try to solve both question 1 and question 2 by creating and a BC account for companyName@companyName.com, and then let the accounting cleark log in with this account when he is posting purchase invoices.
Not a nice solution, but we didn't find any better.
I'm still wondring about question 3. How will we know if an update is released for the add-in and how will we implement the update?
But I will close this thread now.
Hi Inge
This time I will focus on the Outlook add-in, but maybe I will sometime in future find time to learn about Power ...
Thanks anyway :-)
[/quote]Power Automate is being a more and more integrated part of the system so that is a good thing to learn i think.
I hope you will share it here if you find a solution based on the Outlook-add in.
Thanks Josh
Your suggestion 1 is the same as Inges, but currently I think the learning curve for Power ... is too steep.
I agree your suggestion 2 will for sure work, but If you are an external accountant with 5 small customers, that solution would require 5 additional email addresses, 5 office licences and 5 BC licences.
It would work, but the trouble of having multiple accounts will probably be worse than not having the Outlook add-in.
For 1) could this help: joshanglesea.wordpress.com/.../
For 2) if you go down the full user route surely giving them an user under your domain is a viable choice.
I am not sure i have a solution for this that will work using the Excel add-in. But if you have a generic e-mail that all invoices are sent to it might be an option to have Power Automate catch the e-mail and create incoming documents for you. The you do not have to relay on a setup that supports all the individual user accounts that are in play.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,142
Super User 2024 Season 2
#2
Martin Dráb
227,979
Super User 2024 Season 2
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (