HOW-TO

How to get bill records in by email to Sage Intacct

Short answer

Set up one address for bill records. Ask each vendor to send invoices there. Read and enter each one into Sage Intacct, with the original file attached.

Last checked

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

Before you start

  • AP Automation subscription (contact your account manager to turn it on)

The Sage Intacct way

Where to find it: Accounts Payable > Setup > Configuration > Email services; Bills list > Upload

  1. Admins go to Accounts Payable > Setup > Configuration and select Configure next to Email services to copy the Mailbox address for each entity.
  2. Forward supplier invoices to that address, or select Upload on the Bills list.
  3. Intacct creates a draft bill for each document, fills in vendor, lines and coding using AI and attaches the original.
  4. Review the draft and post or submit it.

Limits in Sage Intacct

  • AP Automation is a paid subscription.
  • Put one address in To and leave CC empty. Each attachment becomes its own draft.
  • Batches are capped at 200 attachments and 40 MB.

Good to know in Sage Intacct

  • Duplicates are flagged when drafts are made.

Words Sage Intacct uses

  • Entity. A separate company or business unit inside one Intacct company. Multi-entity is a core feature.

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 vendor in Sage Intacct and codes each line.
  4. Review and approve. The bill is created in Sage Intacct with the file attached.

Pulsify connects to Sage Intacct. 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.

Common mistakes

  • Adding a second address in CC, which stops the email being read correctly.
  • Posting a draft without checking the vendor and coding that AP Automation filled in.

More help

Sources

Last checked 2026-10-19. Confidence: confirmed.

Common questions

Do I need AP Automation to email bills in?

Yes. It is a separate paid subscription that you ask your account manager to turn on.

How do I send several invoices?

Put one address in To and leave CC empty. Each attachment becomes its own draft bill. Batches are capped at 200 attachments and 40 MB.

Does the draft post by itself?

No. Intacct fills in vendor, lines and coding and attaches the original. You review the draft and post or submit it.

Can I just forward invoices to Pulsify?

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

Pulsify setup guides

Want this done for you?

Book a call to see how Pulsify handles supplier bills in Sage Intacct.

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