# How to get AP invoice records in by email to Kinetic

Set up one address for AP invoice records. Ask each supplier to send invoices there. Read and enter each one into Kinetic, with the original file attached.

Getting bills in by email means suppliers or your team forward invoices to one address and the data is read and entered for you.

## Before you start

- ECM or Intelligent Data Capture

## The Kinetic way

Where to find it: ECM AP Automation

1. Invoices are captured into ECM from scanners, copiers or an email inbox through the IDC Email Input Client, then post to Kinetic

## What to watch in Kinetic

- Capture is not part of core AP. ECM AP Automation and Intelligent Data Capture are add-ons.
- Invoices arrive in ECM first and post to Kinetic after.
- The ECM fact sheet lists capture from scanners and copiers. The IDC Email Input Client can take invoices from an inbox once it is bought. Ask your partner to confirm this for your version.
- Ask what the add-on does when the same email is read twice.

## The Pulsify way

1. Each company gets its own Pulsify forwarding address. Ask suppliers to send invoices there, or forward them yourself.
2. Pulsify reads each attachment and works out if it is an invoice, a credit note or a statement.
3. Pulsify finds the supplier in Kinetic and codes each line.
4. Review and approve. The AP invoice is created in Kinetic with the file attached.

Pulsify connects to Kinetic. We set up the connection for you.

What Pulsify does not do here:

- Unknown senders can be held until an admin allows them.
- You can also upload files or take a photo in the app.

## Example in Kinetic

Example Hardware Wholesale gets 60 supplier invoices a week. Email capture needs the ECM or Intelligent Data Capture add-ons. Core AP does not read an inbox.

- Invoices sent to one shared inbox, 40 a week: $31,200.00 (Read by the IDC Email Input Client if bought)
- Invoices scanned from paper, 15 a week: $9,400.00 (ECM capture from scanners and copiers)
- Invoices keyed by hand, 5 a week: $2,100.00 (AP Invoice Entry)

Captured invoices arrive in ECM and then post to Kinetic. The hand keyed ones follow the normal AP Invoice Entry route.

## Common mistakes

- Expecting email capture in core AP.

## Common questions

### Can Kinetic take invoices by email?

Through add-ons. Epicor ECM AP Automation lists capture from scanners and copiers plus Intelligent Data Capture. The IDC Email Input Client can take invoices from an inbox.

### Is capture part of core AP?

No. ECM and Intelligent Data Capture are add-ons. Invoices are captured in ECM, then post to Kinetic.

### Can I just forward invoices to Pulsify?

Yes. Every company has its own forwarding address. Send or forward invoices there.

## Sources

- https://www.epicor.com/en-us/products/enterprise-content-management/ecm/ap-automation/
- https://marketplace.tungstenautomation.com/details/epicor-kinetic-erp-ap-automation-connector
- https://www.biscit.com/wp-content/uploads/2021/11/MFG-Epicor-ECM-Kinetic-AP-Automation-FS-ENS.pdf
- https://www.epiusers.help/t/117409

### Also confirmed by

- Epicor Users Help Forum moderator reply, 2024: https://www.epiusers.help/t/117409

Source: https://www.pulsify.tech/how-to/get-bills-in-by-email-in-epicor-kinetic/ (last checked 2026-10-19)