Email Router
Automatically forward your processed invoices to the right email address. Set up recipient-specific, account-specific, or default email routing for seamless integration with your external systems or team inboxes.
How Email Routing Works
Invoices are forwarded to your chosen email address using a simple, priority-based routing system:
1. Recipient-Specific Routing
If the invoice is addressed to a specific recipient ("To" field), and you have set up a rule for that recipient, it will be forwarded to the corresponding email address.
2. Account-Specific Routing
If no recipient-specific rule matches, but the invoice is from a specific connected account (e.g., a particular Gmail or Outlook account), it will be forwarded to the email address you set for that account.
3. Default Email Routing
If neither of the above match, the invoice will be forwarded to your default email address.
This priority order ensures you have fine-grained control over where your invoices go, but does not support complex workflow automation, multi-step approvals, or routing to external systems beyond email.
Setup & Options
Choose your forwarding addresses and routing rules in the Integrations settings:
Recipient-Specific
Forward invoices addressed to specific recipients (e.g., your accountant or a team member) to their email address.
Account-Specific
Forward invoices from a particular connected account (e.g., a specific Gmail or Outlook account) to a designated email address.
Default Email
Set a fallback email address for all other invoices.
Manual or Automatic
Choose whether invoices are forwarded automatically or only when you manually trigger them.
Frequently Asked Questions
Details about how email forwarding works
What is Email Router/Forwarding?
It is a simple tool to forward your processed invoices to a chosen email address. You can set up rules for recipient, account, or default email addresses.
Can I set up complex approval workflows or route to Slack/ERP?
No. The current implementation only supports forwarding to email addresses. There is no support for multi-step approvals, Slack, Teams, or ERP integrations.
What is the routing priority?
Recipient-specific rules are checked first, then account-specific, then the default email address. Each level overrides the previous if a match is found.
Can I turn off automatic forwarding?
Yes. You can choose to forward invoices automatically or only when you manually trigger them from the invoice actions menu.
What happens if no rule matches?
If no recipient or account rule matches, the invoice is sent to your default email address. If no default is set, the invoice will not be forwarded.
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