Invoice email forwarding

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Invoice email forwarding – Microsoft 365

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Invoice email forwarding – Microsoft 365

Introduction

When using the Zahara Invoice Inbox, you have the choice of telling your suppliers to send invoices directly into Zahara or you can set up forwarding of invoices from your existing email account(s) into Zahara. This article assumes you use Microsoft 365. Here’s how to set up forwarding:

Outlook Forwarding

You can have individuals forward emails from Outlook but specifically you can be granular and only forward invoices. You need to create a rule and we suggest you do this in the web-based version of Outlook. https://outlook.office.com/mail/inbox

Click the Cogs icon top right

Then scroll down and click the Outlook settings link:

Now click into ‘Rules’ and create a rule

The rule above will catch the majority of invoices but you may need to adapt this for any of your suppliers who use other words in the subject.

Central Forwarding

It’s very easy to set up shared mailboxes in Microsoft 365. You can then provide users access to this Shared Mailbox and set up forwarding. However, we recommend you don’t forward your “accounts@ourcompany.com” into Zahara’s invoice inbox because we will start to receive emails that we will ignore – like statements and correspondence.

Perhaps create – invoices-noreply@ourcompany.com instead. Give this to your suppliers and explicitly tell them where to send their invoices. Then set up forwarding into Zahara as shown below:

Ignore Email Addresses

Once you have set up forwarding, make sure any new email addresses that will forward are included in the Ignore section in Business Settings > Invoice Inbox as shown below:

Zahara Screen Shot

These are important because we need to ignore these addresses in the Email header and read the email body to look for the originators email. We can then match the supplier better.

Help Categories

In this article:

Invoice email forwarding – Microsoft 365

Introduction

Outlook Forwarding

Central Forwarding

Ignore Email Addresses

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