Mailbox ingestion filters

Where to find it

Settings → Connections → Email connections → Edit beside the connected mailbox or shared inbox

✅ Common tasks

Open a mailbox's filter settings

1. Go to Settings, then Connections

2. Find the mailbox under Gmail or Outlook/Microsoft 365

3. Expand Shared inboxes if it's a shared mailbox

4. Click Edit next to that mailbox

Each mailbox has its own settings, so check the right one.

Make sure invoices addressed to you get through

1. Turn on VAT matching if suppliers print your VAT number

2. Turn on exact or contains company-name matching for your organisation name

3. Turn on address matching if names or VAT numbers are often missing

4. Add any extra trade names your organisation invoices under

A document with no recipient name or VAT can only match through address matching.

Keep out documents you don't want imported

1. Enable the outgoing-document filter to block your own sent invoices

2. Enable the till-receipt filter to skip receipts

3. Leave document-validity filtering on to skip documents with no amount or invoice number

4. Check the mailbox scrape date if old documents should be excluded

A document filtered out but expected can be reviewed in Filtered documents and duplicates.

🔗 See also

• Filtered documents and duplicates

• Connecting a shared mailbox

• Getting documents into Cashfeed

• Incoming email intake settings

• Organisation profile