Overview
You can now upload PDF invoices from suppliers Fergus doesn't directly integrate with. You can also save time by setting up Email Ingestion for Generic PDF Supplier to receive invoices automatically.
How does it work?
Activate the "Generic PDF Supplier" in the Integration Centre.
You can obtain a unique email address to share with your suppliers or use to forward their emails.
Invoices sent to this address will be automatically imported into your Fergus account.
You can also drag and drop invoices or email them to Fergus.
This article will take you through setting up Email Ingestion. By the end of this, you will have created a unique email address for the Generic PDF Supplier and provided it to suppliers we do not integrate with.
Please note that our AI-based PDF file ingestion feature may not always be 100% accurate due to variations in supplier document formats and layouts, which can cause differences in the placement of details like supplier names and reference numbers. If any supplier document details are not captured correctly, you will need to manually edit the document to correct the information.
Setting up Email Ingestion
1. Navigate to Fergus > Settings > Integration Centre
The Integration Centre displays all suppliers which support Email Ingestion.
2. Select "Generic PDF Supplier" and open the "Configuration" tab
3. Toggle the email integration ON
Your unique email address for this supplier will then be displayed. This is the email address your suppliers will direct your future invoices to.
4. Send the email address to the supplier
Click on the "Send email" button to trigger the default email client or software on your computer, with the email template shown below.
Input the store's email address as the Recipient and then send manually.
(Please note: The "Send email" button doesn't automatically trigger or send an email to the supplier).
The other option is to simply Copy (click button) the special Fergus email address, and email that out to the Supplier/Store with a request that supplier documents, in .PDF, be sent to that special email address.
It might take a couple of days for your supplier to process your request and start sending your invoices automatically.
Once your supplier starts sending invoices via email, check your Supplier Docs page for assigning new documents.
How Email Ingestion works when set up
You can view a log of invoices received from each supplier in the "Log" tab.
Once they're received, you can assign the invoices in the "Supplier Docs" page to the job they're associated with.
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Thanks for taking the time to read our Article, if you have any questions please get in touch via support@fergus.com