Automatic routing of invoices to the correct administration based on name and address.
Do you work with multiple administrations within your organisation? With administration detection, eConnect automatically routes incoming invoices to the correct administration. This allows you to use one email address for all your administrations instead of managing a separate address per administration.
The system recognises, based on the name and address on the invoice, which administration the invoice should be routed to. The prerequisite is that the possible administrations are known to eConnect in advance. The platform then knows which names and addresses belong to which administration.
Administration detection works for both e-invoices (XML) and PDF invoices processed via the IDR.
For organisations with complex structures (for example property managers with dozens of buildings), you can set up aliases per administration. An alias is an alternative name that may appear on the invoice and that the system links to the correct administration.
An example: a property manager has administrations per building. The supplier addresses the invoice to "Office Building De Toren". Via an alias, the platform knows this belongs to administration number 4523 and routes the invoice there.
The administration blocks (CustomerParty) in the IDR screen are populated from a BuyerGroup. A BuyerGroup is created by eConnect Support at account level. The platform collects the data of all organisations in the account and sends it to the BuyerGroup in the IDR. If an IDR group is greyed out or not correctly populated, check that all organisation details on the platform are complete (street name, postal code, city, country). If data is incomplete, the solution is to delete the BuyerGroup and recreate it, so that the updated information is sent to the IDR.
If the system cannot determine with certainty which administration an invoice belongs to, the invoice is not automatically routed but forwarded as an interim task to the Quality Control team. They manually determine the correct administration.
Administration detection is available with a Professional subscription or higher. This feature is not available with the most affordable Scan & Recognise subscription.
You set up administration detection via the Email Receiver with the option "Conversion for multiple organisations".
Want to set up administration detection? Set up a trusted sender with the option for multiple organisations.
Go to the Email Receiver