Office365 Email Auto-Forwarding

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

Note: follow the steps below. Make sure to use rules then “Forward to” action (not the “Forward” feature directly)

Step 1: Login to Office365 then click on settings (gear top right)

• 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).

Step 2: Select Rules, click “+ Add new rule”

Step 3: Choose “Forward to” action: enter your EzzyBills upload email, click Save.

Option 1: let the rule “apply to all messages”

Option 2: You can choose a stronger conditions:

• 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)

Special notes:

If you forward all your emails to EzzyBills, you will want to set up filters on EzzyBills, to filter out these emails or attachment files that you do not want EzzyBills to process.

How to: login to EzzyBills, go to “Settings > Email > Email Rules”. Read & edit the rules carefully.