Each inventory file has its own email address. Send vendor bills there, and ConnectBooks reads them and gets them ready for you to check.
Find your address
Go to Stores & Files, then Inventory Files, and click the file.
Click Edit, open Purchasing & Vendors, and click Inbox Settings next to Vendor Inbox Rules.
Copy the address at the top.
It also shows as "Forward bills to" at the top of the Bills and AI Inbox pages.
Each file has its own address, so bills land in the right file.
Send bills
Forward them yourself. Forward any bill email to your ConnectBooks address. PDF attachments work.
Have vendors send them. Give your vendors the ConnectBooks address, so bills come in on their own.
Who's allowed to send bills
Your Senders list (on the same Inbox Settings page) decides which emails are read.
Approved: their bills are read right away.
Pending: someone new sent a bill. It waits until you choose. Click the ... next to the sender, then Approve (or Reject). If you approve, the waiting bills are read. If you reject, they're thrown away.
To approve someone ahead of time, type their email address and click Add.
Check and save the bill
Go to ConnectStock, then Purchasing, then AI Inbox.
Click Review Bill. Check the vendor, items, quantities and costs.
Fix anything that's wrong.
Click Save. It becomes a normal bill.
Bills stay in the AI Inbox until you save them, so nothing gets lost.
Tips
Add the email address the bill actually comes from, like billing@vendor.com, not the vendor's name.
If a vendor sends from more than 1 address, add each one.
Frequently asked questions
I sent a bill but it's not in the AI Inbox.
The sender is probably Pending. Open your Senders list, click the ... next to the sender, then Approve.
I rejected a sender by mistake.
In the Senders list, click the ... next to the sender, then Approve. Bills they send after that are read. Ask them to resend any bills that were thrown away.