Cash Processing Customer email remittance advise setup advise
Summary:
Fusion Financials 26C: How to access Receipt Document Processing and configure security for remittance advice ingestion?
Content (please ensure you mask any confidential information):
Hello Oracle Community,
We are using Oracle Fusion Cloud Financials 26C and evaluating Cash Processing Agent and Document IO for customer remittance advice processing.
Our intended business flow is:
- Receive customer remittance advice in a corporate shared mailbox.
- Forward eligible emails and PDF attachments to the Fusion-provisioned ingestion email address.
- Extract remittance information and associate it with an existing AR receipt.
- Use AutoMatch for eligible receipt applications.
- Review unmatched or ambiguous items through Cash Processing Agent.
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