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Watches a mailbox you choose and files invoice PDFs into SharePoint by year and month, so they never sit unfiled in an inbox.
With your tenant connected, stage 2 shows the Invoice filing card. Your plan's allowance is shown at the top right — Launch includes 2 automations, Growth 6, and Scale has no cap.
Choose the mailbox invoices arrive in. If it is missing from the list — shared mailboxes often are — open 'Not in the list? Type it instead' and type the address; it works exactly the same.
Pick the site to file into from the list. If no list appears, type the bare host, like contoso.sharepoint.com, and the site path, like /sites/Finance.
Leave Folder name blank to use Invoices. Filed documents land under this folder, sorted into year and month subfolders.
The 'Also mark non-invoice mail as read' box is off by default, which leaves other people's mail exactly as it was. Tick it on a dedicated invoices mailbox to keep the inbox tidy.
The automation appears in the Live list and runs on its own — new invoices are filed within about 15 minutes, with no call needed.
Each invoice is uploaded under your folder by year and month, named with the vendor and invoice number. The message itself is marked read and moved to a Filed by ID360 folder in the mailbox, and the Live list row shows where the automation files.
These are the real states you can hit, and they are not the same thing: an empty list, a read that failed, and a feature that is not built are shown differently in the app on purpose.
What it means: No run has been recorded yet. The sweep runs every 15 minutes, so a new automation shows this for one cycle at most.
What to do: Refresh after a quarter of an hour — the dot turns green once the first sweep completes.
What it means: The last run could not complete — most often the SharePoint host or site path does not resolve to a real site.
What to do: Press Edit on the row and correct the site. The change takes effect on the next run.
What it means: Only unread messages carrying a PDF attachment are examined. If someone opened the message before the sweep, or the invoice was in the mail body rather than attached, the automation never saw it.
What to do: Mark the message unread and it is picked up on the next sweep.
What it means: Each message examined spends one AI action, and the sweep pauses rather than spending past your plan's monthly allowance.
What to do: It resumes when the allowance resets. If it happens every month, upgrade the plan.
What it means: You are at your plan's cap on enabled automations.
What to do: Disable one you no longer need from the Live list, or upgrade from the billing page.
Steps last checked against the app on August 25, 2026. If a screen no longer matches this guide, tell us — a stale guide is a bug.