WhitneyLAQ: Couple questions
1. Can you set a date range to look for specific invoices? EG: I connect it to an email account and want it to search for invoices between 6/1/2024 - 8/10/2024
2. If it's connected to both portals and email accounts, does it understand it should skip all the invoices in emails that have already been pulled from the portals so we aren't charged 2x for them?
3. Is there a way to tell it to ignore invoices from specific vendors or date ranges (because we already have those in the books)? Likewise, is there a way to tell it to search for invoices from specific vendors?
Miquel_GetInvoice
Apr 28, 2025A: Hey Whitney! Appreciate your query
1. Yes you can, you can retroactively scan your connected accounts as far as you want
2. Yes we detect duplicates so that the same invoice is not processed twice
3. Yes you can set custom rules for our AI to ignore vendors, emails, … whatever you want. There’s no way currently to scan your connected emails for only certain vendor invoices, as all of them have to be processed to be able to detect the vendor. But once on the dashboard, you can filter them by vendor easily
Hope this helps!
Awesome, thanks! This sounds really useful.
Appreciate it! Here for everything you might need :)