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AP Settings

The AP Settings tab configures how TaprNext receives supplier invoices through automated intake channels. Configurable channels include Email Intake, Azure Blob Storage, and SharePoint. PEPPOL and manual upload work without these channel settings (after PEPPOL registration where applicable).

Open Tapr Settings on the desk → AP Settings. Site-wide tab map: Tapr Settings Overview.

AP Settings tab

AP Settings: Enable Email Intake and IMAP options first; expand Azure Blob Storage and SharePoint for cloud folders.

Automated channels you can enable on this tab:

  • Email Intake — poll an IMAP mailbox for supplier invoice attachments
  • Azure Blob Storage — pick up files from cloud storage
  • SharePoint — retrieve documents from a SharePoint library

Always available without this tab: PEPPOL (after registration) and drag-and-drop upload in Invoice Manager (In Docs).

Monitors an IMAP inbox for inbound AP documents (PDF/XML and similar).

FieldPurpose
Enable Email IntakeMaster toggle for the AP mailbox channel
IMAP Server / PortMail server (often platform-managed values)
Use STARTTLSEncrypted connection
Username/EmailMailbox address used for intake
New Password / Update AP PasswordSet or rotate mailbox password
Poll IntervalHow often to check for new mail (minutes)
Folder to MonitorIMAP folder (default INBOX)
Process All EmailsIf enabled, process all messages (not only unread) — useful for reprocessing

After enable, save Tapr Settings. Use any site menus for test/fetch if your deployment exposes them (similar to AR Email actions).

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.

Expand the Azure Blob Storage section on the tab for connection string, container name, and related options.

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 error folders.

Expand the SharePoint section on the tab for site and library settings.

  • Start with one channel and test it before enabling others.
  • Deduplication runs by vendor and invoice number where configured.
  • Shorter polling intervals speed intake but increase API usage.
  • Prefer structured e-invoices when possible to avoid AI cost.