Documents → History / Inbox
Forward the invoice email to your Cashfeed forwarding address.
Use the original email or attachment, not a screenshot.
Check the document history to confirm the email arrived.
Open the history item to see the sender, subject, and received time.
If the email was filtered, open the related filtered item to review why.
Forwarded mail shows the original sender in history when Cashfeed receives it.
Go to the email connection area and choose Google or Outlook.
Start the OAuth flow with the account you want Cashfeed to read.
Return from the provider and save the connection.
Check the email token list to confirm the connection is active.
If the connection expires, reconnect the mailbox from the same flow.
You can use a login hint to prefill the account chooser.
Open the WhatsApp verification flow and create a verification request.
Enter the phone number you want to verify.
Scan the deep link or QR flow from your phone.
Wait for the request status to change from pending to confirmed.
If the request expires, create a new verification request.
Approvers can also create a verification request if they have WhatsApp access.
Upload the file directly when you have a local copy.
Check document history to find uploaded files by filename.
For filtered email attachments, use Add anyway on the history item.
When Add anyway is used, Cashfeed re-downloads the attachment and queues processing.
If the file is XML, you can download or inspect the parsed XML from the document record.
Add anyway only appears for filtered attachments that still have a stored file.
Confirm the message was forwarded to the correct Cashfeed address.
Check whether the message was filtered into the history list.
Search document history by subject, filename, or attachment name.
Contact Cashfeed support if the message was delivered but still missing.
Reconnect the mailbox through the same Google or Outlook flow.
Make sure you sign in with the mailbox owner or intended shared account.
If Microsoft permissions changed, reconnect and grant the missing access again.
Check the active email connection list after reconnecting.
Create a new verification request and scan the new deep link.
Confirm you used the same phone number shown in the request.
Wait for the request to update before retrying.
Contact Cashfeed support if the request keeps expiring.
Open document history and check whether processing is still running.
If it was filtered, review the filter reason in history.
Use Add anyway on a filtered attachment that should be processed.
Contact Cashfeed support if the file was uploaded but never queued.
Use the history search box for subject, topic, filename, or attachment name.
Filter by created date range when you know roughly when it arrived.
Open the document or history item to confirm its source channel.
Check the sync status page to see whether email fetching is still in progress.
