If you do not want to have to accept manually each document imported to Billtobox, you can set up the automatic approval of incoming invoices:
- Go to your Settings
- (Recommended) Automatically accept documents coming from these email addresses:
Enter the email addresses you want to whitelist (invoices imported by these email addresses will be accepted automatically, we suggest you had your own email address here)
Note: this works for invoices imported by sending an email to the import email address (read more about this feature here), but it also works if you add a user's email address and that user (logged in with that very address) imports an invoice, it will get accepted automatically. Invoices coming from other email addresses will still require manual approval unless you change the default approval settings.
- Approve all incoming invoices automatically
To learn how to import invoices by sending an email, click here.