Settings → Connections → Email connections
Go to your email connections in organisation settings.
Find the mailbox you want to adjust.
Select Edit next to that mailbox.
For Microsoft 365, open the shared inbox entry if you need to edit it separately.
Each mailbox can have its own processing settings.
Use the mailbox edit screen to review scraping status and dates.
Set a scrape date if you want to control when processing starts.
Mark the mailbox as approved when it is ready for scraping.
Choose the folder-moving or labelling behaviour if your mailbox uses it.
A mailbox can show Not started yet or Expired before scraping behaves as expected.
Turn on till-receipt filtering to exclude till receipts.
Enable VAT matching to check the recipient VAT number.
Enable exact company-name matching when the recipient name must match exactly.
Enable company-name contains matching when a looser name match is enough.
Enable address matching when the recipient address should be compared too.
VAT and name filters use the recipient details extracted from the document.
Enable the outgoing-mail filter if your mailbox also receives sent mail.
Cashfeed then ignores documents where your organisation appears to be the sender.
Use this when supplier replies or carbon copies cause your own invoices to be scraped back in.
If the sender and organisation name look similar, check the mailbox is not filtering too broadly.
This filter checks both the organisation name and VAT number.
Check that the mailbox status is active and approved.
Verify the scrape date is set correctly.
Remove or relax filters that may be excluding the wrong mail.
Contact Cashfeed support if the mailbox connection still does not process mail.
Turn off till-receipt filtering if the document is not a receipt.
Review VAT, exact-name, contains-name, and address filters one by one.
Check that the recipient details are present on the document.
Contact Cashfeed support if the filter result does not match what you see in the mailbox.
Check whether outgoing-mail filtering is enabled.
Compare the organisation name and VAT number used on the mailbox.
Disable the outgoing-mail filter if you intentionally receive your own sent documents.
Contact Cashfeed support if the sender match still looks wrong.
Reconnect the mailbox from email connections.
Open the mailbox edit screen and confirm the connection is still active.
Check any shared inbox entries for Microsoft 365 separately.
Contact Cashfeed support if the status does not update after reconnecting.
