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Crestwood AP Inbox Assist
Get rid of your clunky and manual AP Processes with this simple Acumatica add-on from Crestwood Associates. With this easy add-on, you will save your accounting team from chasing down paper invoices and streamline your Accounts Payable invoicing experience, from data entry, receipt of invoice, to approvals and payments. Reduce AP time by 50% with the easy automation tools; such as, bringing in invoices directly from your email inbox. Then, view all the details of your email message and invoice in Acumatica and use the 1-click button to create a bill.
This 1-click bill create button allows you to create AP bills on the fly with the vendor invoice attached. You can also add new vendors quickly and easily, add additional AP information, and mark the checkboxes to process and move to the next invoice.
Making AP easy and secure is now possible. Natively built in Acumatica, easy 1-click features, attach invoices to emails, use your existing Acumatica workflows, and more. This is one add-on you don’t want to go without.
- 2022 R1, 2021 R2, 2021 R1, 2020 R2
- Fulfilled by Acumatica
- Natively Built with Acumatica
- Always Current
Key features
- Natively built within Acumatica, using all the same features and screens
- Seamless email integration. All your AP related emails will automatically display in the AP inbox screen
- View all your completed vendor invoices right within Acumatica
- Easily browse the invoice details and the email message
- Use the simple button to quickly create your AP Bill inside of Acumatica from the vendor invoice. Details are taken from
- Add additional information on your AP Bills and then mark them as complete to keep your “new” vendor invoice list up to
- Automatically attach the vendor invoice(s) to your AP Bill in Acumatica
- Use your existing Acumatica workflows for AP routing and approval processing
- Analyze the time it takes to receive and process invoices and monitor ones that are incomplete
About Crestwood Associates LLC
Founded in 1998, Crestwood Associates, a Acumatica Gold Certified Partner and 2-time Acumatica Partner of the Year winner (2016 & 2017), brings you simple, yet powerful, add-on products for Acumatica. As the leading Acumatica partner, we developed add-ons to fill the gaps our clients required. Now we are sharing them with you and your clients.
Standing behind our Acumatica add-ons is a team of highly qualified professionals. The Crestwood team has collected an extensive array of Acumatica certifications, as well as complementary industry credentials. For more information, visit www.crestwood.com.
Resources
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Customer Reviews
The Crestwood AP Inbox module allows us to use a dedicated email address for incoming invoices and process through an inbox concept. Vendors email us an invoice and it seamlessly flow into the AP Inbox. Staff manually scan paper invoice to the same email address and they flow the same way. AP staff continuously work AP Inbox throughout the day. There are 3 parts or panes to the application. The first one is an email box that lists all the incoming emails/invoices. The second shows the list of attachments and the third shows the image of the attachment selected. Viewing the image of the invoice, staff can then create the AP Bill directly from the AP inbox and code it as appropriate. It eliminates the need for paper copies of the invoice. All attachments flow to the AP Bill and are accessible for support. AP Inbox does not currently have OCR capability. For us it provides a great flow of invoices for processing and saves staff from a lot of manual and paper processes..
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