Setting up auto-forwarding of your recurring invoices to Outmin will save you time: you will receive less Rex requests from us, and it prevents invoices from getting lost in your inbox!
How it works
To set-up auto-forwarding, you will need a list of your suppliers' email address (emails from which you receive your recurring invoices), as well as your Outmin Upload email.
Depending on your email provider, the process to set-up auto-forwarding of your recurrent invoices might be a little different.
Please refer to the how-to guides below, or contact us at [email protected]
Outlook (Microsoft 365)
Outlook (Microsoft 365)
Once you're logged in your Outlook account, go to Settings > Mail > Rules.
Click on + Add new rule:
Name your rule "Invoices forwarding to Outmin"
Under Add a condition, select "Has attachment"
Click on Add another condition and select "From"
You can then copy/paste the email addresses of your recurring suppliers, using a semi-colon between each email to separate them
Under Add an action, select "Forward to" in the dropdown menu and copy/paste your Outmin Upload email
If you're already applying other rules to your Inbox, don't forget to tick-off the "Stop processing more rules" box to avoid interfering with rules already in place.
Click on Save in the bottom-right corner of your screen.
Outlook for Mac
Outlook for Mac
Once you've opened the Outlook for Mac app, click on Tools in the menu bar > Rules...
Click on New Rule:
Name your rule "Invoices forwarding to Outmin"
Under Select a condition, select "From"
You can then copy/paste the email addresses of your recurring suppliers, using a semi-colon between each email to separate them
Click on Add another condition and select "Has attachment"
Under Select an action, select "Forward to" in the dropdown menu and copy/paste your Outmin Upload email
If you're already applying other rules to your Inbox, don't forget to tick-off the "Stop processing more rules" box to avoid interfering with rules already in place.
Click on Save in the bottom-right corner of your screen.
Gmail (Google Workspace)
Gmail (Google Workspace)
🚨 Note for Gmail users
To set-up auto-forwarding on Gmail, please email us at [email protected] before following the tutorial below.
In order for your invoices to upload on the dashboard properly, we'll need to authorize the forwarding on our end. If you don't email us, we won't receive your documents.
Once you're logged in your Gmail account, go to Settings > See all settings > Forwarding and POP/IMAP.
Under Forwarding, click on "Add a forwarding address" and copy/paste your Outmin Upload email. This might open a pop-up window for you to verify your Gmail account. In that case, just follow the directions to verify your Google account and click on "Proceed" when asked if you wish to set-up forwarding.
You should then get a confirmation that the forwarding address was added. In order to make sure only your suppliers' invoices are uploaded in your Outmin account, we then need to create a filter.
Still in Settings > See all settings > Forwarding and POP/IMAP, click on "creating a filter!" under Forwarding.
Next to From:, copy/paste the email addresses of your recurring suppliers, using a semi-colon between each email to separate them
Tick the box "Has attachment"
Click on Create filter
Tick the box "Forward it to:" and select your Outmin Upload Email in the dropdown menu
Click on Create filter again
