EzzyBills User Guide

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.

Set up in EzzyBills

Login to EzzyBills. Go to Settings > Email > Your Invoice Email: enter your email where you set up the email forwarding (not EzzyBills upload email). Click Save Settings.

It is important to do this due to technical reason.

Choose one of the options below

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.

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