INVOICE TO EXCEL / WORKFLOW WORKSHEET
Test your email invoice workflow.
Complete one small pilot before enabling routine forwarding. This checklist records your checks. It does not connect accounts, send email or upload invoices.
Entries are held in this page only and reset on reload. Use Print / Save as PDF to keep your completed record.
1. Define the route
For a connected Excel destination, confirm the Microsoft 365 work or school account and an XLSX workbook in OneDrive. For forwarding, test the sender actually received by the parser.
2. Run the six test cases
01 / One ordinary invoice
Check that the attachment arrives, the values match the source, and the expected row appears in Excel.
02 / Two invoices in one email
Check the document and row counts. Keep distinct invoices separate and avoid a bill record for the covering message.
03 / The same attachment again
Locate the original invoice reference in the destination. Record how the receiving process handles the repeated file.
04 / A poor scan
Confirm that incorrect or unreadable values stay in review. Record who requests a better source or corrects the data.
05 / Approval still pending
With review configured and assigned, confirm that the automatic destination receives no row before approval. Then approve and verify delivery.
06 / Destination unavailable
Use a test destination. Record the failure, check its actual state before retrying, and assign the recovery action.
3. Record the decision
Review the entire checklist before choosing a decision. No automatic pass or readiness score is calculated.
Product references: Email processing and Microsoft Excel integration.