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FeatureRelease
Bill-forwarding sender controls

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New

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Bill-forwarding sender allowlist

Decide who is allowed to forward bills into an organisation’s inbound email address. Allow a sender by email address or whole domain, and forwards from that sender are imported automatically; forwards from anyone else are dropped. List the allowed senders to see who is on the allowlist — the organisation’s own users are always allowed and aren’t listed — or remove a sender to stop importing their forwards.When a forward is dropped because the sender isn’t allowed yet (or fails email authentication), it’s recorded so nothing is silently lost. List the forwards awaiting sender approval to see who tried to forward a bill and allow them in a click. Attachments from dropped forwards aren’t stored — allowing a sender imports their future forwards, not the ones already dropped.

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Retry a failed bill extraction

Retry extraction for a bill whose document extraction failed, so a transient failure doesn’t strand the bill — re-run extraction instead of re-uploading the file.

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Read AR settings

Get a Client’s accounts-receivable settings — currently the AR-email kill switch — applied to every Organisation under the Client. Any signed-in portal user with Client or Organisation context can read them; only Client admins change the values.