SAGE INTACCT

Invoice capture for Sage Intacct

Short answer

Sage Intacct needs an add-on for invoice capture. Pulsify gives each company its own email address, reads every invoice line by line and creates the bill in Sage Intacct.

Last checked

Invoice capture means getting supplier invoices out of email and paper and into your system as data, without typing them in.

What Sage Intacct does on its own

AP Automation creates draft bills from uploaded documents.

  • Paid add-on.

What you need in Sage Intacct

  • Sage Intacct AP Automation subscription
  • Accounts Payable admin to find the mailbox address

Setting it up in Sage Intacct

Where to find it: Accounts Payable > Setup > Configuration > Email services

  1. Ask your account manager to turn on AP Automation.
  2. Go to Accounts Payable > Setup > Configuration and select Configure next to Email services.
  3. Copy the Mailbox address for each entity.
  4. Forward supplier invoices to that address, or select Upload on the Bills list.
  5. Review each draft bill, then post or submit it.

Good to know in Sage Intacct

  • Put one address in To and leave CC empty. Each attachment becomes its own draft.
  • Batches are capped at 200 attachments and 40 MB.
  • Without AP Automation, bills are keyed on the Bills screen or imported from a CSV template.

How to do it in Sage Intacct

How to get bill records in by email to Sage Intacct

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.

How to enter a bill with line items in Sage Intacct

In Sage Intacct, open a new bill, pick the vendor, add one line per invoice row with an GL account and tax detail, then check the total matches the invoice.

How to import bill records from a CSV into Sage Intacct

In Sage Intacct, use the import template for bill records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.

What Pulsify adds

  1. Each company gets its own Pulsify forwarding address. Suppliers send invoices there, or you forward or upload them.
  2. Pulsify works out what each file is (invoice, credit note, supplier statement or purchase order) and splits a PDF that holds several invoices.
  3. It unwraps ZIP files and converts Word, Excel, CSV and phone photos.
  4. Each invoice is read into header fields and line items for review.
  5. On approval Pulsify creates the bill in Sage Intacct with the source file attached.

Pulsify connects to Sage Intacct. We set up the connection for you. More about invoice capture in Pulsify.

What Pulsify does not do

  • Files over 25 MB are not accepted.
  • Pulsify is a web app that installs to a home screen. It is not in the app stores.

More help

Sources

Last checked 2026-10-19.

Common questions

Does Sage Intacct read supplier invoices on its own?

Only with the paid AP Automation subscription. It makes a draft bill from each document, fills vendor, lines and coding. It also attaches the original. Without it, bills are keyed or imported from CSV.

Can I bulk import bills without AP Automation?

Yes. On the Bills list select Import, download a fresh template, fill it in and save as CSV. Keep the header names and use positive amounts. Without the Post permission, imports save as drafts.

Do suppliers need to change anything?

No. They keep sending PDFs by email. You give them your Pulsify address or forward invoices to it yourself.

Pulsify setup guides

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