How to configure an incoming channel

The Channel Configuration holds all the essential information that you need to know about the channel. You can find basic information like the Channel Name, External Systems, Entity Types, Companies, whether it’s financial, whether it’s active, and the Import Date. In order to activate an incoming channel, you need to have an external system set up in Vault Synapse.  

To configure an incoming channel, go to the Finance module and click the Incoming Center module.

Click the Channel Configuration tab inside of a specific channel.  

The Channel Configuration form contains the following information: 

• Channel Name – The name of the channel.
• External System – Select one mailbox or a custom type from the dropdown menu to apply to the Channel. You will be able to choose one of the items from the dropdown menu that is not already in use.
• Entity Types – Select one or more entity types from the dropdown menu for this channel. The available entity types will depend on your company purchase plan and will be set up by your organization administrator. For instance, if the entity type is board, when you receive the incoming item from the mailbox it is possible to create a ticket directly from the incoming item. If the entity type is candidate, when you receive the incoming item from mailbox it is possible to create a candidate profile directly from the incoming item.  
• Companies – Choose companies that can view the channel. It can be a single company or multiple companies. Only selected companies will be able to view the channel’s incoming items. 
• Is Financial – If the box is ticked, the channel will be classified as financial. That means when you add or receive a new incoming item, you will need to fill out many more fields with details than in a non-financial channel such as Vendor, due on date, paid on date, delivery date, Amount Number, Reference number, and more.
• Is Active – This box is checked by default. Unticking this checkbox will result in changing the channel status from active to inactive.
• Import – You can import everything from this channel, or you can choose a date from the date picker to import incoming items from.  

Review the information and click Save. 

How to deactivate a channel 

Note! A channel cannot be deleted from the system. However, you can deactivate it. A channel that has been deactivated can still be viewed by using an inactive filter and can be reactivated. 

To deactivate a channel, go to the Finance module and click the Incoming Center module.

Click the Channel Configuration tab inside of a specific channel that you want to deactivate. 

Untick the Is Active checkbox. 

Click Save to deactivate the channel.