Set Up the Bill Email Address
If you receive bills through the Inbox, you can use AI bill parsing to scan them. Before using it, confirm your bill email settings.
Open your profile or company menu in the bottom left.
Click Settings.
Open Company Information.
Locate the Bill email alias and Bill email domain fields.
These fields define the email address vendors should use to send bills to your Inbox. For example, bills sent to [email protected] will be received there.
Parse an Incoming Bill
Go to your Inbox.
Click the Bills tab.
Click the Unprocessed tab to view bills waiting to be reviewed.
Open the bill you want to process.
Click Create Bill.
Open the attachment dropdown and select the attachment you want to parse.
Review the attachment preview.
The attachment needs to include details such as the amount and total due for bill parsing to work correctly.
Click Continue.
Review the parsed bill information and finish creating the bill.
By default, once a bill has been generated for all attachments, the email will move to the Processed tab.
Mark a Bill as Processed Without Parsing All Attachments
If you do not want to parse all attachments but still want to mark the email as complete:
Open the email.
Click the dropdown menu on the email.
Select Mark As Processed.
View Processed Bills
Click the Processed tab in the Bills section.
This tab shows bills that have already been completed.