Path to the starting point: Property Management - Property Accounting/Cost Entry - Incoming Invoices - Inbox
Note: Before you can use the Inbox, you must first set it up.
All invoices sent to the email address on file for the respective company are listed here. Incoming invoices can be entered from here, so that the selected invoice document is attached directly to the invoice record.
Note: Only emails that have the invoice mailbox as the direct recipient—i.e., where the invoice mailbox is listed in the "To" field—will be processed. If the invoice address is set as a CC or BCC recipient, email reception will not work!
Select the company. Each company can be assigned an email address for incoming invoices. Incoming emails are listed here sorted by company.
Open the email record. There you can view additional information and delete the email.
Create an incoming invoice. The attached PDF document is automatically assigned to the invoice.
Open Help.
Preview the attached PDF document.
Note: To delete an invoice from the inbox, you need administrator rights in your FM Portal.
Note: Incoming emails may sometimes fail to process. For example, because they have no attachments or too many attachments; if they were sent from email addresses not stored in the eTASK.FM portal; or if a technical error occurred during processing. These emails are moved to the "Unprocessed" or "Processing Error" subfolders in the mailbox and do not appear in the inbox of the eTASK.FM portal. A person with access to the mailbox should check these folders regularly.
See also:
📄 Eingangsrechnung erfassen IC1419
📄 Rechnungspositionen erfassen IC1420