Ambrook bill forwarding is designed to streamline the process of creating and managing bills in Ambrook. This feature simplifies your workflow by allowing you or your vendors to send bills directly to a customizable email address and have them automatically converted into draft bills in your Ambrook account.
Using Bill Forwarding
Set Up Your Bill Forwarding Email Address
Sign in to your Ambrook account.
Navigate to Bills. Click the dropdown arrow next to New Bill, and click Forward Bills.
Note the unique email address provided by Ambrook (e.g., yourcompany@ap.ambrook.com).
You can edit this address by clicking the pencil next to the email address, or in Settings -> Entities.
If you have multiple Entities, you will have a unique bill forwarding email address for each Entity.
Forward Emails
Forward bills yourself
Open your email.
Forward any bill to your unique Ambrook email address.
Important: Ensure that the forwarded email includes a bill, either as an attachment or in the body of the email.
Get your vendors to send bills directly
When a vendor sends you a bill, they can include the email address in the to: or cc: fields. This will also automatically create a draft bill in your account.
Processing Emails
Ambrook’s system will automatically create a draft bill in your Ambrook account, populated with details from the email. The draft bill can take up to 2-3 minutes to appear in your Ambrook account.
If the bill is processed successfully, the sender will receive a confirmation. If there are issues understanding the bill, Ambrook will reply to the sender with an error message in the email.
Review and Approve Draft Bills
Navigate to Bills -> Drafts in your Ambrook account.
Review the details of the draft bill to ensure accuracy.
Remember to regularly check your draft bills to ensure no bills are missed or incorrectly processed.
Make any necessary edits to the bill.
Save the bill as open or pay it as normal.
Troubleshooting
Bill Missing Information After Processing
Problem: The bill is missing some details after being processed.
Solution: Double-check the forwarded email to ensure all necessary information was included. Bill forwarding is designed to jumpstart your bill recording process, but may not capture all details. You can manually add missing details during the review stage.
Email Doesn’t Create a Draft Bill
Problem: The email you or your supplier forwarded did not create a draft bill.
Solution: Ensure that you/they are sending emails to the correct unique Ambrook email address and that the email includes the bill or attachment. If the problem persists, contact Ambrook Support for further assistance.
Duplicate Bills
Problem: Duplicate bills are being created.
Solution: Verify that the same email isn't being forwarded multiple times. If duplicates continue to appear, contact Ambrook Support.