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Finance | Project Operations, Human Resources, ...
Suggested Answer

Invoice capture - flows set up, outlook

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Posted on by 4
Hello everyone,
 
I am doing a set up of an Invoice capture app. I want to use Microsoft Outlook 365 as a channel. My question is, how the flow works? Because when some invoice should be processed by the Invoice capture, it needs to be sent to the email, that I used while doing the set up. Am I somehow able to change the email, that should be used for this channel? 
 
When click on the Edit of the channel in Invoice capture, the flow is opened with some fields that can be used, for example "To":
 
 
Should it work like that if I insert email "aabb@company.com" into "To" and user sends an invoice to the email "aabb@company.com", then the flow is triggered and the invoice will be processed by Invoice capture?
And if so, am I somehow able to "turn off" the email that was used while doing the set up?
 
Thanks a lot for any advice.
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  • Suggested answer
    Anton Venter Profile Picture
    20,656 Super User 2026 Season 1 on at
    Correct, if an invoice is sent to the recipient email address e.g. "finance@yourcompany.com", it should be processed by Invoice capture in Finance. As I understand it, after receiving the invoice, you still have to send it to Finance and that part won't happen automatically of course. I don't see why you won't be able to change the recipient email address later on.
  • hfou Profile Picture
    4 on at
    Hello Anton,
     
    the thing is, when I am creating the channel using email "abc@company.com", and using the Microsoft Outlook 365 as a channel, then the vendor needs to send an invoice to the "abc@company.com" email. And when there is a situation that I am doing the setup for the customer "A", then vendors of customer "A" would have to send their invoices to my email "abc@company.com". 
     
    It works like this without editing the flow, I mean when I do not insert any email to the "To" field:


    Am I somehow possible to change the email, to which the vendors of my customer "A" would need to send the invoices? It seems that my email "abc@company.com" is automatically connected to the flow, when this email creates the flow.

    What I was thinking about was that it might be possible to change the email, to which vendors will send an email, by using the flow in the picture above by adding another email "def@company.com" into "To" field. But when I have done that and saved the flow, the email inserted into "To" field was not working, when the email was sent, the flow was not triggered. 

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