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