Where to find it
Settings → Connections; Settings → Organisation → Incoming emails; Settings → User
✅ Common tasks
Upload an invoice manually
Use Cashfeed's manual upload option to add the file
Wait for it to appear in document history and process
Open the resulting invoice to check extracted details
Forward invoice emails
Open Settings → Organisation → Incoming emails to find your forwarding address
Forward an invoice email with its attachment to that address
Optionally set a custom prefix or restrict senders to team members
Check document history to confirm it was received and processed
Use Document email forwarding to block unwanted senders or subjects.
Connect a mailbox to scan for invoices
Go to Settings → Connections and click Connect under Email connections
Sign in with Gmail or Outlook and grant permissions
Choose the date to start scanning from
Optionally add filters for receipts, VAT number, or company name
Watch the scan progress until it finishes
Connecting a mailbox requires an organisation Owner or Admin.