Switching to US-Based Server — Guide to Intelligent AP Automation Update
Learn how to switch to the US-based Precoro server by updating your Intelligent AP Automation inbox email, redirects, and supplier records for a smooth transition.
This article is only relevant to those US-based clients who have decided to switch to the app.precoro.us server. Please find all the information regarding this migration here.
1. Update the Records with the new Intelligent AP Automation inbox email address.
We will help you change the inbox email address designated for receiving AP Inbox documents.
The new email format for sending documents for processing must be the following: YourCompanyName@email.precoro.us
Our team will help you with getting a new email set up.
Please update your records accordingly and ensure all future AP Inbox documents are sent to this new address.
2. Inform Your Suppliers and Clients about the change in the Intelligent AP Automation email to ensure they direct their future correspondence accordingly.
The Intelligent AP Automation settings will be automatically transferred to your new account. There are no actions required from your side concerning this change. Our team has taken care of all the necessary adjustments to ensure a seamless transition.
3. Adjust Any Automatic Redirects in your email to reflect the new Intelligent AP Automation inbox email.
If you currently have any automatic redirects set up from your mailbox to ours, it is crucial to update these settings to reflect the new inbox address. This will prevent any disruptions in receiving and processing your documents.
4. Review Condition Notes and Suppliers Note in your account settings for any mentions of the AP inbox email and update if necessary.
We recommend checking if you have the correct email address for the Accounts Payable (AP) Inbox mentioned in your Terms and Conditions. If any updates are required, please adjust accordingly.
Visit this Knowledge Base article that will help you with that process.