A channel is an automatic connection with an external system from which invoices and receipts are retrieved. Retrieved documents are stored for processing under 'Upload & read' in the corresponding administration.
Channels can be created in a Zenvoices administration as needed.
Available integrations
Dropbox
Email (POP3/IMAP)*
*Please note: ask your system administrator which protocol (POP3 or IMAP), hostname, port, username and password should be entered under 'Settings' for the email integration.
*Please note: as of 01-01-2023 POP3/IMAP is no longer supported by Microsoft. Consult this article for more information.
As a recommended approach we advise letting your mail server forward emails to Zenvoices instead of using a POP3/IMAP channel.
Automatically retrieving documents
Documents are automatically retrieved from a channel every half hour. If retrieving documents fails five times in a row, the channel will be set to inactive and users who have access to the administration will receive a notification in the web portal.
Please note: with IMAP only unread emails are retrieved.
Managing channels
Via Manage / Administration / Channels channels can be created and edited. It is also possible here to manually start retrieving documents with the button 'Retrieve documents'.
With the button 'Show logbook' the logbook of the channel is displayed. Any errors during document retrieval can be consulted in the logbook.
Order and prioritization for destination assignment
The following order is used, provided that no destination assignment rule is active:
Journal assignment via journal code in the email subject.
Category assignment via mention in the subject.
Default journal/category settings in the channel.