Settings → Connections → Email connections → Edit
Go to Settings → Connections → Email connections.
Find the connected Gmail or Outlook mailbox.
Click Edit for the mailbox you want to change.
If you use Outlook shared inboxes, click Edit on the shared inbox row.
Microsoft shared inboxes appear as indented rows under the main connection.
Open the mailbox Edit screen.
Turn on filter by VAT to match your organisation VAT.
Turn on filter by exact company name for an exact name match.
Turn on filter by contains company name for a looser name match.
Turn on filter by address to compare organisation and recipient addresses.
You can use more than one company-matching filter at the same time.
Open the mailbox Edit screen.
Turn on the outgoing-invoice filter to exclude your own sent documents.
Turn on the till-receipt filter to exclude receipts from import.
Click Save.
Till receipts are identified by document type, not by merchant name or amount.
