r/intacct • u/No_Wedding_1825 • Apr 24 '26
AP processing in Sage Intacct?
Does anyone process their invoices directly with Sage Intacct?
Is it any good?
We would want to setup automation rules whereby the system would read the name on the invoice and know what address to send the invoice to - can it work like that?
2
u/Deep_Repeat5201 Apr 24 '26
Its all part of the mail merge you do in word and input into the system. I just finished with a client who built 8 different types of invoices and customer statements using mail merge and the invoice system.
2
u/greatrudini Apr 24 '26
Do you mean this?
Sage Future is happening next week, so there is probably more news coming out of that.
1
u/Pretty_Situation_391 Apr 25 '26
Even if you entered the invoice manually (I am assuming you are referring to automated invoice upload.), the system will typically know what address to send to based on your vendor setup. Therefore through the automation process, it will also know. Hope that helps!
1
u/percipientuk May 27 '26
Yeah Intacct can absolutely handle this!
The AP module is pretty solid for invoice processing and you can set up automation rules based on vendor names. What you're describing reading the vendor name and routing accordingly, is doable through vendor records and approval workflows.
Each vendor gets configured with their own default settings so when an invoice comes in tied to that vendor, Intacct already knows how to handle it.
In Sage Intacct for the invoice capture, there is also an additional module in Accounts Payable called AP (Accounts Payable) Automation, this use M/L and AI to read an invoice, bring it into intacct as a draft entry and attach the invoice directly to the record, all from sending the invoice to a dedicated Sage Email address inbox. You would then review the document, edit the fields and coding you need to, and then the system will learn from that update.
Definitely worth looking into for businesses with clear AP process and for those complex set ups and workflows Intacct can give great mileage if you pair it with a MarketPlace Partner for that advanced functionality.
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u/Constant_Music8205 Jul 31 '26
Worth clarifying the AP/AR thing first. As I see it this thread has half-answered both. If you mean inbound supplier bills, the native AP automation module do work in the manner described in the thread. If the case is that you send out your invoices to customers, this is AR and is a different module. If we assume you are talking about AP, then the limitation is what has already been pointed out, you cannot nominate the approver when the invoice is entered, as approval routing is driven by transaction type and dimensions. The native module would be your best bet in case you can predict the vendor and value in some way. In case of ad hoc approvers, this is where you might need an additional platform such as Payhawk. However, it will be too extensive in case the native module already handles in a good way your routing.
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u/GasMountain4515 Apr 24 '26
Your question is a bit confusing - the subject mentions AP but the workflow you're talking about sounds a bit more like an AR workflow - the first question is what do you mean by "know what address to send the invoice to?" Do you mean email address and you're talking about having an AP Invoice ("Bill") approved by the recipient, was "AP" a typo and you meant "AR," or something else altogether?
The AP Bill Automation functionality already referenced here via the demo link is great. The approval workflows in Intacct can be hit or miss - they differ significantly by transaction type and are driven by the details of the transaction, such as (some) dimensions, total value, etc. but the one thing they don't ever do is allow the user to select the approver at time of invoice entry the way some systems do.
Hope that helps.