Incoming email intake settings

Where to find it

Settings → Organisation → Incoming emails

✅ Common tasks

Set up your forwarding address

1. Open Settings → Organisation → Incoming emails

2. Enter a custom name in the Slug field (at least 3 characters)

3. Click outside the field to save it

4. Use Copy to copy your full address, e.g. slug@yourdomain

5. Forward invoices with attachments to that address

You can't change the domain part — only the slug before it.

Only accept email from team members

1. Open Settings → Organisation → Incoming emails

2. Turn on 'Only accept incoming emails from team members'

3. Turn it off again to accept forwards from any sender

Only Owners and Admins can change this setting.

Block unwanted senders or subjects

1. Open Settings → Organisation → Incoming emails

2. Click Manage blocked emails

3. Type an address, partial text, or a subject phrase to block

4. Click Add to save it as a chip

5. Click the X on a chip to remove that rule

Address rules match text in either the From or To field, so a partial match like 'noreply' blocks all matching addresses.

🔗 See also

• Getting documents into Cashfeed

• Mailbox ingestion filters

• Connecting a shared mailbox

• Blocking senders from your document inbox

• Roles and permissions