FOR TEAMS WITH RECURRING SUPPLIER BILLS
Bring supplier attachments into one invoice workflow. Review the extracted data, then download Excel or send rows to a connected workbook.
No credit card required
The automatic route needs a configured connection and field mapping.
ONE INTAKE, TWO USEFUL DESTINATIONS
A monthly export and a workbook that receives new rows solve different problems. Choose the route that matches who owns the spreadsheet and when the team needs it.
PERIODIC HANDOFF
Collect and review a batch, then download an XLSX file for month-end, a bookkeeper or an internal report. This works when a person decides which records belong in each handoff.
ONGOING WORKBOOK
Connect a Microsoft 365 work or school account. Select or create a workbook, map document fields and item rows, and check that each destination receives the expected data.
SET UP A ROUTE YOU CAN CHECK
Begin with one supplier message and one destination. Confirm the fields and the review process before you add a broad forwarding rule.
For example, ALD-1048 should produce one invoice record with a $693 total. Its two item rows belong in the item table. The email’s greeting should not become a third invoice.
Forward invoices to the parser inbox or use a supported mailbox connection. Limit the route to the supplier messages your workflow needs.
For attached invoices, use attachments-only processing and appropriate file types. Test the sender that the parser actually sees after forwarding.
Check invoice identity, currency, charges and item rows against the attachment. Resolve a wrong or missing value before the data leaves review.
Open the downloaded file or mapped workbook. Check the row count and values. A processed document alone does not prove that the destination received it.
MAKE EXCEPTIONS PART OF THE ROUTINE
Check forwarding, sender rules and accepted file types. A normal forward may show your colleague as the sender. Start with the original message and locate the point where the route stopped.
Keep the document in review. Compare it with the source and correct the value. Assign someone to check unresolved records so a poor scan does not disappear into a queue.
Check the workbook before retrying. A timeout can leave the receiving state unclear. Match the invoice reference and confirm whether a row already exists before sending it again.
Try a normal invoice, two attachments in one email, a repeated file, a poor scan, a document waiting for approval and an unavailable destination. Record what happened and who will handle each case.
PLAN THE ROUTE BEFORE YOU ENABLE IT
Use a short acceptance test with ordinary invoices and deliberate exceptions. Record who checks each result before you make forwarding routine.
Editable workflow checklist. It does not configure an integration or send email.
A printable HTML checklist with setup fields, six test cases and a place to record your acceptance decision.
Download the checklistYOUR QUESTIONS, ANSWERED
Yes. You can forward supplier attachments to a parser inbox, or configure a supported Gmail or Outlook connection. Test the selected route with a real message. A connected mailbox has its own email-content settings.
Yes, with the Microsoft Excel integration. It requires a Microsoft 365 work or school account and an XLSX workbook in OneDrive. Configure the worksheet mappings and test the result. This does not update a file stored only on your computer.
Choose which content should become documents. For a workflow based on attached invoices, attachments-only processing avoids creating an extra record for the covering message. Keep separate invoices separate unless your extraction is intentionally designed to combine attachments.
Check the supplier and invoice reference against your existing register before treating the record as a new bill. Test how your receiving process handles a repeated attachment. Do not assume that successful email delivery prevents duplicate accounting records.
Configure the required review stages and confirm that the document is assigned for review. Automatic exports wait for the required approvals. Test both an approved invoice and an invoice still waiting for review before you rely on the workflow.
Public file links can be processed when the relevant option is enabled. A link that requires a login or has expired needs a different intake route. Request a supported attachment or obtain the file through your approved supplier process.
TRY YOUR OWN INVOICES
Start with a few supplier files. Check the result before you scale.
No credit card required