Office365 Email auto-forwarding with a filter

This page shows instruction on how to set up an email forwarding in Office 365, to EzzyBills for invoice processing.

Option 1: setup a rule to forward emails to EzzyBills

  • Login in the web portal for your office365,
  • Click Outlook icon on the top.
  • Click the Gear icon (at the top right corner) to open the Settings window, click View all Outlook settings link (at the bottom of the screen).
  • Click Mail, then Rules, then Add new rule

  • Edit the rule as shown below, and then Save it. Here
    • In the condition: the subject line is set to contain a word “invoice”. If this does not suit your case, you can modify the conditions.
    • You can add more condition to suit your need, such as Message includes “Has attachment”
    • In the action, you need to choose an email address from a drop-down list. Otherwise you cannot save the the rule. This email address needs to be your EzzyBills upload email. (You can simply send a test email to your EzzyBills upload email address before setting this up, then you will have this email on the list.)
    • If you wish, click Add another action “Mark as read” (this is optional)

Option 2: forward all emails to EzzyBills

  • Login in the web portal for your office365,
  • Click Outlook icon on the top.
  • Click the Gear icon (at the top right corner) to open the Settings window, click View all Outlook settings link (at the bottom of the screen).
  • Click Mail, then Forwarding. And fill the data as shown below. Click Save.

  • Login to EzzyBills, click Settings, then Advanced Options. Type in your email where you set up the email forwarding (not EzzyBills upload email) to the setting blow. Click Save Settings.