Mekorma Invoice Capture must be set up before it can detect any invoice emails from vendors. For additional information about getting started with Invoice Capture, refer to the Mekorma Invoice Capture User Manual.
Invoice Capture Setup Window
Use these directions to set up Invoice Capture.
- Open the Invoice Capture Setup window from the Mekorma menu. (Mekorma > Setup > System > Invoice Capture Setup)
![]()
If you aren’t using Payment Hub, you can open the Invoice Capture Setup window from the Administrator menu. (Administrator > Setup > System > Mekorma > Invoice Capture Setup)
- Enter the header information.
![]()
| Field Name | Description |
|---|---|
| System User Email | The system will send an email to this user if the process cannot complete. This is an optional field that can be left blank. |
| OneDrive Base Path | Invoice Capture will use this OneDrive folder (for the Invoice Capture service account) to organize emails/invoices that it receives. The system will create a subfolder for each company within this folder. |
| Maximum Scan-To Page | Limits the number of pages scanned in a single document. By default, this will be set to 5 pages. If set to less than 1, it will error and re-set to 1. If set to greater than 10, it will error and re-set to 10. This setting is per document. It treats each document (email body or attachment) as a single invoice. |
| Email Body Action | Use this to determine how Invoice Capture handles email bodies. Ignore: The email body will not be scanned. Store: The email body will be saved as a PDF but it will not be scanned. However, if there are no other attachments to process, the email body will be scanned and attached as a PDF to the invoice. Store & Process: The email body will be scanned for attachments and attach any PDFs to the invoice. |
| Extensions | Allows you to limit the number of pages scanned by Power Automate AI Builder Select by selecting the extensions to include. By default, all the file types are marked. If none are marked, PDF will default. Note: JPEG family includes: .JPEG, .JPG, .JPE |
- Enter email information for each company that will capture invoice emails.
![]()
| Field name | Description |
|---|---|
|
This is the alias email address assigned to this company. For example, all emails going to bb_invoice@mycompany.com will be captured and sent for review in the Balanced Business company. Each company must have a unique email alias. |
|
This is the email of the person that should be notified when an invoice has been captured and is ready to be reviewed. You may have the same or different person for each company. |
- Click Save when complete.
Post your comment on this topic.