CRM — turn on email import for bank statements and expense invoices

Before you start

You need access to company-level administration and the CRM Settings tab. Your organisation should use the CRM module. If you cannot see the menu entries described below, ask your administrator to confirm your role.

Enable email import and copy the addresses

1. Sign in and open Company administration (the area where you edit company-wide settings, not a single employee).
2. Open the CRM Settings tab.
3. In the Email import (or similarly named) section, turn on Accept PDF bank statements (wording on screen). When it is enabled, the product shows the inbound email address for bank statement PDFs. Use Copy to copy it if you need to paste it into your mail program or documentation.
4. Still in the same section, turn on Accept PDF invoices for expense or supplier invoices (wording on screen). When it is enabled, you will see a second, different address for those PDFs. Copy it the same way. Use each address only for its purpose—bank statements to the bank address, supplier bills to the expense address.
5. Click Save at the bottom of the page to store your changes. Saving also keeps any edit you made to Invoice number format on that screen. That format applies to how sales invoice numbers are shown; it is separate from the inbound email addresses for supplier PDFs.

Send or forward PDFs by email

Forward the original message or create a rule in your mail system so that messages with the right attachments are delivered to the matching address. Attachments must be PDF files. If you use both features, route bank material and supplier invoices through the correct address so processing matches your intent.

What to do next in CRM

After files are accepted, continue in the usual CRM screens:

• Bank statements — list, status, and matching: see CRM — bank statements: list, import and matching.
• Expenses — list, automation, and review: see CRM — expenses: automated import, list and filters.