AP Settings

The AP Settings tab configures how TaprNext receives invoices from suppliers through automated intake channels. Three configurable channels are available—Email (IMAP), Azure Blob Storage, and SharePoint—while PEPPOL and manual upload require no setup.

Overview

Three automated channels can be enabled:

• Email (IMAP) — fetch invoices from a dedicated mailbox
• Azure Blob Storage — pick up files from cloud storage
• SharePoint — retrieve documents from a SharePoint library

Two channels always work without configuration: PEPPOL (after registration) and drag-and-drop upload in Invoice Manager.

Email (IMAP)

Automatically downloads PDF invoices from a provisioned AP mailbox. The system polls at your chosen interval (10–60 minutes) and processes attachments as Purchase Invoices with “Pending Review” status. Processed emails are marked as read. Infrastructure is managed by TaprNext; you only configure the password and polling frequency.

Azure Blob Storage

Monitors an Azure container for new files. TaprNext downloads PDFs and XML files, processes them via AI extraction or direct parsing, and moves completed files to an archive container. Failed files remain accessible with error details.

SharePoint

Requires Azure AD app registration with Sites.Read.All permission. The system authenticates via OAuth 2.0 and monitors a specified document library folder, processing PDFs and XML files while organizing results into “Processed” and “Errors” subfolders.

Channel Tips

Start with one channel and test it before enabling others. Deduplication occurs automatically by vendor and invoice number. Shorter polling intervals accelerate processing but increase API usage. Use “Process All Emails” to re-extract from previously handled messages.