Follow the workflow
Work from top to bottom. A screen link appears when the workflow moves somewhere new.
- 01
Add invoice filing
On Get set up, choose Invoice filing and select the mailbox to watch.
Open this screen/dashboard/onboarding - 02
Choose the SharePoint destination
Select a SharePoint site and, if needed, enter the folder where invoice files should go. The connection needs permission to write there.
- 03
Choose what happens to non-invoices
Leave Mark non-invoice mail as read off if people still need to review those messages. The worker only files PDF attachments that it identifies as invoices.
- 04
Turn it on and check activity
Select Add invoice filing. It checks about every 15 minutes; use the Microsoft 365 dashboard to confirm filed items or open Manage to change the automation.
Open this screen/dashboard/managed